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8.4. Equitable – compensation statement

  1. Log in to the Portal: Access your advisor account on the Equitable Life platform.
  2. Access Compensation Section: On the homepage, select “Contracting and Compensation”.
  3. Select Report Type: Click on “Commission Statements”.
  4. Search by Code:
    • Independent Advisors: Simply click “View” or “Search”; your unique advisor code will appear by default.
    • Corporations (MGA): You can search by organization code or by individual. For example, look for “Groupe financier Signature” under the letter “G”, then click “Search”.
  5. Filter by Period: You can filter the results by month (e.g., September) to display all relevant statements.
  6. Download: Select the desired files (there may be multiple statements per month). The files will be saved directly to your computer’s Downloads folder.
  7. Review: Open the downloaded files to view your detailed compensation information.
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