Client Resources

We’re Building and Maintaining Strong Relationships

Our goal is to provide the most complete and accessible set of applications to help you monitor and manage your accounts.

Our personalized financial tools help us assess and review your ongoing needs, as well as changes in your objectives and status as they relate to your financial well-being.

We strongly believe that these resources help us build and maintain strong relationships with you our valued clients.

Account Resources

Accessing your Equitable account has never been easier. Through online access, you can view account values, make payments, transfer funds, rebalance your accounts conveniently and securely. View the introductory video to learn more about the convenience of managing your account online. To register, visit

Beneficiary Resources

When you sign up for a retirement plan, you’re always asked to fill out a beneficiary designation form. And while choosing who gets your money when you’re gone may seem simple, there are a number of things you should consider before making that important decision. First Choice Advisors offers numerous resources to help you maximize your legacy. Learn More