MyPortal Improvements Just for You

At American Equity, we value your partnership and are dedicated to providing world-class service and support to our agents and their clients. That’s why we’re pleased to introduce the most recent changes that went live on MyPortal earlier this month.

Impactful Improvements for MyPortal

• Contract numbers now link to a contract details page, which includes:
  • Status Updates 
  • Client Information
  • Suitability Notes 
  • Past and Current Contract Documents
  • and more!
• Maintenance messages will appear at the top of the dashboard, like outages and changes.
• We increased the idle time to 30 minutes — meaning it takes longer for auto logout to occur.
• Our pre-suitability tool, EZ Suit™, now has the ability to export suitability results to PDF for your records. 

We encourage you to continue providing your invaluable feedback. After all, it’s thanks to you, our partners, that we can continue to improve MyPortal to be as comprehensive and user-friendly as possible. You make change happen.