Log in to AXA

For Customers, Financial Professionals and Employees

New to AXA? Need to register?

For Employer Plan Administrators

Retirement Gateway, Retirement Strategies or Momentum
- View demo

EQUI-PATH 403(b) Mutual Fund

Need to Register?

What kind of access do you need?


Employee Benefits


Third party financial professionals

For Life Insurance Only call (800) 924-6669

Business Strategies

Log in to AXA

For Customers, Financial Professionals and Employees

New to AXA? Need to register?

For Employer Plan Administrators

Retirement Gateway, Retirement Strategies or Momentum
- View demo

EQUI-PATH 403(b) Mutual Fund

  • Portfolio diversification
  • Automatic Rebalancing
  • Tax management strategies
  • Personal Wealth Portfolios is a unified managed account program in which your AXA Advisors financial professional works with you to construct a portfolio based on the disciplines of asset allocation and diversification.

    Your investment can be further customized with access to both industry-leading separately managed account managers and mutual funds – within one account.

    With assistance from your AXA Advisors financial professional, you can create an asset allocation strategy suited to your unique financial situation. As your financial profile changes, so do the Personal

  • Wealth Portfolios, reflecting your investment needs throughout your life.

    Personal Wealth Portfolios offers a powerful combination of both separately managed account managers, mutual funds, and Exchange-Traded Funds (ETFs), allowing you to diversify and customize your portfolio to meet your financial objectives.

    The LPL Financial Research department provides research and recommendations, enabling your AXA Advisors financial professional to provide you with confident and informed guidance.

Want more details on how this product may help you? Talk to a financial professional

AXA Advisors LLC is proud to offer the world-class products and services of LPL Financial. LPL Financial is one of the nation’s leading financial services companies and a leading independent broker/dealer. 

A one-account solution 

The Personal Wealth Portfolios are built around a process designed to allow you, with the assistance of your AXA Advisors financial professional, to continually align your portfolio with your financial goals. Your AXA Advisors financial professional will work with you to construct a portfolio based on the disciplines of asset allocation and diversification. Additionally, your investment can be further customized through access to both industry-leading separately managed account managers and mutual funds within one account. 

Tailored investment strategies 

With the assistance of AXA Advisors financial professional, you can create an asset allocation strategy suited to your unique financial situation. As your financial profile changes, so do the Personal Wealth Portfolios, reflecting your investment needs throughout your life. 

Broader diversification

The Personal Wealth Portfolios offer a powerful combination of both separately managed account managers, mutual funds, and Exchange-Traded Funds (ETFs), allowing you to diversify and customize your portfolio to meet your financial objectives. The LPL Financial Research department provides research and recommendations, enabling your AXA Advisors financial professional to provide you with confident and informed guidance.

Sophisticated portfolio features

From tailored tax management strategies to automatic rebalancing, you and your AXA Advisors financial professional have access to portfolio management features that help keep your investments on track. It is important to understand that diversification, rebalancing and asset allocation do not guarantee a profit or protect against a loss in a declining market.

Automatic rebalancing 

As a result of the market fluctuations of one asset class versus another over a given period, all portfolios drift over time from their original asset allocation. Rebalancing is an essential component of any comprehensive investment strategy and will help you avoid undue shifts in your portfolio due to financial market trends. Your portfolio will be rebalanced annually across all separately managed account, mutual fund and ETF holdings. This means that you can rest assured your customized asset allocation remains in place and that your investment program stays on target with your financial objectives. 

Detailed performance reporting

A detailed performance report is delivered to you and your AXA Advisors financial professional on a quarterly basis. This report includes a summary of the performance of your overall portfolio, as well as each asset component, for the quarter and longer trailing periods, as well as a breakdown of realized gains and losses over the most recent quarter.

Please consider the charges, risks, expenses, and investment objectives carefully before purchasing a mutual fund or exchange-traded fund. For a prospectus containing this and other information, please contact a Financial Professional. Read it carefully before you invest or send money.

Depending on the portfolio size or the frequency of securities transactions, investors should evaluate whether the separately managed account services within the Personal Wealth Portfolios are suitable.

Investments in the Personal Wealth Portfolios program are subject to market risk, will fluctuate and may lose value.AXA Advisors, LLC, member FINRA/SIPC, serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. AXA Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL Financial investment advisory programs offered through AXA Advisors' Financial Professionals. To access the LPL Financial Privacy Policy, which outlines how information is collected and used and provides the measures LPL Financial takes to safeguard that information, click here. AXA Advisors and its Financial Professionals are not affiliated with LPL Financial. AXA Equitable Life Insurance Company (AXA Equitable) New York, NY, is an affiliate of AXA Advisors, LLC.

GE-90386 (01/2016)