EquateMobile

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.

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.

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.