Quick verdict
- What it is
- Store information collected; independent summary not yet available.
- At a glance
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- Free to download
Categories and search queries
Official categories
- Finance
AppCorpus categories
Key functions
| Function | Availability | Access | Scope | Evidence |
|---|---|---|---|---|
| Free app | Yes | Free | — | Store published |
Screens
7 store screenshots
5 store screenshots
Pricing & paywalls
- Free
- Free to download
Ratings & reviews
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4/5Works
The app seemed to work without issue for me on an iPhone X. You can’t copy and paste your password into the app, but logging in using the ‘password’ feature of iOS wasn’t a problem. Setting up Face ID also worked. Access to my accounts, transactions etc seemed to work fine and was better than trying to use the website which simply cannot be done on a small screen.
Netdawg2k · 6 Aug 2026
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1/5Incompetent Service, Zero Accountability & Restriction of Financial Freedom
I initiated a stock transfer from EquatePlus to my broker on January 14, following the same process I’ve successfully used with Computershare for the past six years. Nearly a month later, the transaction is still stuck in limbo. I followed EquatePlus’s own guidance and waited the full 20 business days before reaching out. When I finally called, the representative was dismissive and unhelpful, simply telling me to wait another 3–4 business days for an “investigation.” Worse, they implied the issue was on my end, despite my broker confirming that EquatePlus hasn’t sent anything. I am not alone in this experience—many of my colleagues are also struggling with delayed stock transfers, facing the same lack of accountability and transparency. EquatePlus is effectively restricting our ability to sell or manage our shares when it’s most financially advantageous, taking away the very rights and freedom we should have over our own assets. This company is clearly ill-equipped to handle basic transactions, leaving customers frustrated and powerless. If you’re relying on EquatePlus to manage your equity, be prepared for delays, unresponsive customer service, and an experience that feels more like a trap than a financial service. Avoid EquatePlus if you value efficiency, professionalism, and financial control over your own investments.
VPC24 · 6 Aug 2026
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1/5A terrible experience and app
I was excited for the new app but the dev team behind this app clearly has no idea how to dev a modern application. The registration process is a disaster. And don’t buy a new phone because you’ll have to try to reach their customer support team and they will ask you a series of questions that you can only answer if you 1) receive paper statements and keep them, which is something no one encourages you to do in 2025 because everything is online or 2) you have a memory of all of your activities over the past year. I can’t wait to retire so I can transfer everything they are holding for me to a real company with a real app. Computershare is a complete disaster.
BostonDog · 6 Aug 2026
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1/5The worst app ever
Everything works poorly, from the login process (an infinite loop with no success) to anything else you try to do. The support line is completely useless. They have zero motivation to help, do not understand your needs at all, and do not care about customers. I tried to initiate a position transfer to another broker, and the process itself was hell. They asked for so many strange and unnecessary details, overcomplicating the process to the point that it became almost impossible to complete. I have no clue how large companies like mine found this broken provider and chose it for their ESPP.
aosynsky · 6 Aug 2026
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1/5Slow with a bad business model
Several issues. First in the electronic world of finance, this company/app takes way too long for transactions to go through. When the stock market is moving that can mean you loose hundreds or thousands of dollars. Secondly while they are holding significant amounts of cash, they have no way to document beneficiaries! When I pressed them on it I was given a person’s email address and told to have my family contact this person if anything happens to me. Crazy huh? Is this the way a financial institution is supposed to be run?
SandyLynne22 · 6 Aug 2026
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2/5
if I now need to download a second annoying app for security verification on top of biometrics you can kindly jog on thank you
Philip · 5 Aug 2026
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1/5
idiot company, I tried to sell my shares, but apparently there is a 1 day delay. because of the wait, ended up 3% lower, and sell at the lowest point also.
Arvin · 5 Aug 2026
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1/5
Can't use my company mandated password manager in combination with this app. Hard pass until login screen stops blocking paste, this is less secure to force me to type a password; I'm not taking the risk. Back to using website and uninstalling the app in under 5 minutes!
C Wiebe (col_w) · 5 Aug 2026
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1/5
I can't even log in!
Caroline · 5 Aug 2026
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1/5
Cannot sell stock in app. Why do you even exist? Lost 30% because of it.
Ed Maits · 5 Aug 2026
Privacy & accessibility
App Store
Privacy
- Data Linked to You — Analytics — Diagnostics — Performance Data Developer declared
- Data Linked to You — Analytics — Usage Data — Product Interaction Developer declared
- Data Linked to You — App Functionality — Contact Info — Email Address Developer declared
- Data Linked to You — App Functionality — Contact Info — Other User Contact Info Developer declared
- Data Linked to You — App Functionality — Contact Info — Phone Number Developer declared
- Data Linked to You — App Functionality — Diagnostics — Performance Data Developer declared
- Data Linked to You — App Functionality — Financial Info — Payment Info Developer declared
- Data Linked to You — App Functionality — Identifiers — Device ID Developer declared
- Data Linked to You — App Functionality — Identifiers — User ID Developer declared
- Data Linked to You — Other Purposes — Contact Info — Physical Address Developer declared
- Data Linked to You — Other Purposes — User Content — Other User Content Developer declared
- Data Linked to You — Contact Info Developer declared
- Data Linked to You — Diagnostics Developer declared
- Data Linked to You — Financial Info Developer declared
- Data Linked to You — Identifiers Developer declared
- Data Linked to You — Usage Data Developer declared
- Data Linked to You — User Content Developer declared
Accessibility
- Differentiate Without Color Alone — SUPPORTED Store published
- Sufficient Contrast — SUPPORTED Store published
- VoiceOver — SUPPORTED Store published
Versions
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3.10
Our latest version contains a few minor bug fixes and performance improvements. We would like to hear more from you. Send your suggestions and feedback to [email protected]. If you like EquateMobile, please leave us a rating and review. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.11
This update brings new features in the onboarding and account activation. New participants can now complete the first time login and account activation as well as their tax forms (FATCA/CRS, W-8 BEN, and W-9) as part of the onboarding process. Participants of German companies with tax domicile in Germany, can now also enter their tax exemption amount (Freistellungsauftrag - FSA) through the app. Moreover, we have fixed a bug that was blocking some users from activating push notifications. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.12
Our latest version contains a few minor bug fixes and performance improvements. We would like to hear more from you. Send your suggestions and feedback to [email protected]. If you like EquateMobile, please leave us a rating and review. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.13
With this release, we are enhancing the payment history widget for transactions involving certain payment methods. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.14.1
We would like to hear more from you. To make this simpler, we have replaced the suggestion mailbox with an in-app rating and feedback survey. You can find it on the More page and throughout the app in key areas. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.15
In this release, we’ve added a dedicated section in EquateMobile where you can manage your contact details. Easily update your phone number, email address, and mailing address directly within the app. Now managing your US brokerage accounts is more efficient than ever. Just select the correct DTC code for seamlessly transaction processing without delays. We’ve made it easier for you to understand the discount associated with your 423b plan details, ensuring transparency and clarity.
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3.16
We’re excited to introduce EquateAccess, our new two-factor authentication app! With EquateAccess, you’ll experience enhanced security across various aspects of your EquateMobile account. We will be gradually rolling out EquateAccess. Keep an eye out for notifications within EquateMobile as we enable this feature for your account.
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3.17
Our latest version contains a few minor bug fixes and performance improvements. We would like to hear more from you. Please use the Give feedback feature inside the app to send us your comments and suggestions. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.18.1
This version brings a redesigned contribution widget for the contributory plans. You can now track your contributions through stages, from collecting funds, to purchasing shares and finally seeing them added to your portfolio. Stay informed with relevant updates at each step. We are also introducing improvements to the Transact flow. Here we have redesigned the quantity step, to put the most important info right at the top. Plus, we’ve added support for Canadian Stock Option Plans with a new group-level quantity definition, making it easy to manage holdings within legal limits. Thank you for using EquateMobile!
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3.19
In this version, we have improved the display of plan details for situations where there are no allocations or contributions yet. The plan details page will now display a new message "No allocations", letting you know everything is working fine and the plan is just waiting for allocations to be created. We have also fixed a bug that allowed security codes for two-step authentication to be sent via phone call to Chinese phone numbers, even though such calls are not possible in China.
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3.20
Introducing the new Plan Holdings Statement on EquateMobile! This document gives you a clear overview of your holdings and transactions It can be generated for periods of up to one year. Find it on the More page under Actions. Note: This feature is still rolling out and may not be available for all clients. Improved bank account flow: When "For Further Credit" and "Correspondent bank" details are needed, the entry process is now simpler and clearer. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.21
Enhanced brokerage account support: Depending on your region, you'll now be guided to provide essential details like DTC, CUID, or SWIFT codes and your broker's email address, ensuring smoother transactions. Simplified date selection: Effortlessly select dates with our updated interface: • Past Dates: Use the familiar three-wheel selector for precise date entry. • Recent Dates: Quickly choose dates using the intuitive calendar view, showing the current month and weekdays. Access to cash transfer instructions: For Exercise and Hold Transactions, you can now easily find the bank account details for transferring funds on the transaction details page, anytime you need them. Improved "Contact us" phone number handling: We've streamlined how phone numbers are transferred to your device's call app. Numbers are now formatted in a standard international format for compatibility. If needed, the number is also copied to your clipboard for manual pasting. Smarter "What's New" updates: "What's New" cards now disappear after you've read them, ensuring a cleaner and less repetitive experience. iPad users: For an enhanced experience on your iPad, please use the EquatePlus.com website, which is designed for tablet use.
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3.22
We've enhanced the price widget to display only listed instruments with market prices. Cash instruments will no longer appear in the price widget. We would like to hear more from you. Please use the Give feedback feature inside the app to send us your comments and suggestions. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.23
Our latest version contains a few minor bug fixes and performance improvements. We would like to hear more from you. Please use the Give feedback feature inside the app to send us your comments and suggestions. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.24
We've relocated important downtime messages to appear after your successful login. This means your Face ID or Touch ID will continue to provide a smooth and consistent way to access your account. Look for these system messages by tapping the bell icon on the Overview screen. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.25
Our latest version contains a few minor bug fixes and performance improvements. We would like to hear more from you. Please use the Give feedback feature inside the app to send us your comments and suggestions. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.26
EquateMobile is introducing two updates aimed at improving both security and user experience. First, biometric authentication will now be reset automatically whenever a user's password is changed—no matter how that change occurs. This means that after updating their password, users will be prompted to re-enable biometric login the next time they access the app. This change helps ensure that biometric access remains securely tied to the most current credentials. Additionally, users in the United States will start seeing joint holder information in EquateMobile, provided that this data has been added in the web platform EquatePlus. This enhancement brings greater transparency and consistency across platforms, making it easier for users to view all relevant account details directly within the mobile app. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.26.2
EquateMobile is introducing two updates aimed at improving both security and user experience. First, biometric authentication will now be reset automatically whenever a user's password is changed—no matter how that change occurs. This means that after updating their password, users will be prompted to re-enable biometric login the next time they access the app. This change helps ensure that biometric access remains securely tied to the most current credentials. Additionally, users in the United States will start seeing joint holder information in EquateMobile, provided that this data has been added in the web platform EquatePlus. This enhancement brings greater transparency and consistency across platforms, making it easier for users to view all relevant account details directly within the mobile app. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.27
Our latest version contains a few minor bug fixes and performance improvements. We would like to hear more from you. Please use the Give feedback feature inside the app to send us your comments and suggestions. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.28
We’ve added communication banners to EquateMobile to help you stay informed more easily. You’ll now see important messages from us or your employer directly at the top of your overview page, just below your portfolio value. If there’s more than one update, you can swipe through them, and you can tap a message to open the relevant page or move to the right place in the app. Unread messages are clearly highlighted, so you always know what’s new. When all messages have been read, you can also hide the banner to free up more space for the other information on your overview page. This update gives you a simple, convenient way to keep up with the information that matters to you while you’re on the go. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.30
We’ve added Payment Sent notifications to give you greater confidence when payments are on their way. You’ll now receive a notification confirming when your payment has been sent, providing timely reassurance and clearer visibility at an important stage of the payment journey. You can manage and adjust push notifications at any time in your device’s Settings. This update helps you stay informed and in control, wherever you are. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.31
For your UK Share Incentive Plan (SIP) transactions, you can now see clear guidance on each part of the cash breakdown. This helps you better understand where your money goes after a transaction. iPad users: The http://EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.32
· 27 Jul 2026
We’ve improved bank address entry with a clearer, structured format and required fields to reduce errors. These updates help ensure your details meet new banking requirements and are processed smoothly. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.8
Our latest version contains a few minor bug fixes and performance improvements. We want to hear more from you. Please continue to send us your suggestions at [email protected]. If you like EquateMobile, please leave us a rating and review. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
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3.9
This version brings new features that will facilitate the onboarding process for all new users. In the background we keep on working on solving issues and bringing new and exciting features to our existing users. We want to keep on hearing more from you. Please send us your suggestions at [email protected]. If you like EquateMobile, please leave us a rating and review. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.
- 3.32 · 27 Jul 2026
Availability by market
- US
Data quality & evidence
- Page completeness
- Live store listing
- Last verified
- 6 Aug 2026
- Sources
- App Store, Google Play
- Independent summary has not been published yet.