Existing Clients | Gem Wealth

How to access your online account

Go to: equitable.com
Click the “Sign in” link in the top right corner
Click the “Register Now” link below the login button
Select “Individual” and then “Retirement, Life or Investments”
Enter your email, social security number, and date of birth
You will then create a username and password to access the site and view your accounts
You will be prompted to create 3 security questions that will help reset forgotten passwords

Refer a friend

Today, people seek referrals from friends, loved ones, or colleagues for help and support. If you know someone who could benefit from a conversation with GEM Wealth, we're here to lend a hand. We understand that reaching out for help can feel intimidating, so please don't hesitate to make an introduction by sending an email and copying our firm. We'll handle the rest, ensuring they receive the assistance they need.

Service

If you need servicing on your existing accounts, please reach out to our client services coordinator Kristy Gee at Kristy.Gee@GemWealth.com

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