App Profile: EquateMobile

Netdawg2k

Rating: 4/5

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.

VPC24

Rating: 1/5

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.

Jhroejdjk

Rating: 4/5

App is working great and Ui is simple but functional. Couple of things immediately based on usage: - I can definitely see why other reviews are so bad. If someone directly logs into mobile app without knowledge of userid/password reset, its big hassle. So a help guide for SSO customers on mobile login screen as how/where to find it would be great - Why mobile app doesn’t support “transfer” type in transaction? - More meaningful and customizable graphs on home screen would be great - Mobile app allows setting “default” type in Financial details but web app doesn’t. Why such discrepancy? Overall good app but still basic and can improve.