EquateMobile

Equatex, part of the Computershare Group

About this app

EquateMobile is the companion app for EquatePlus, the equity compensation platform offered by Computershare and Equatex, part of the Computershare Group.

The app provides an easy-to-read overview of your equity compensation plan(s)’s value and performance, and a comprehensive overview of all relevant and plan-related events. You can enter and manage trades, and access your elections, documents, statements and agreements.

Download our app today and login immediately. Use the same user ID and password you use for the web application, EquatePlus. If you need help, you can contact us 24/7 – phone numbers are available in the app or through EquatePlus.

Requirements:
• Your employer, or the company your equity compensation plan is with, must have authorized use of the mobile app as part of their agreement with Computershare or Equatex.
• You have logged in to the web application, EquatePlus, and have a valid User ID and password.

Ratings and reviews

It's not a good app, just use the desktop site. It works fine for me, it just doesn't have any features. You can't see the different lots, only the aggregate amount in your portfolio. You can see more info if you go through the transaction process, but that's clunky and it still doesn't have all the info - whether it was my cotribution or my employer match, the % or $ gained (or lost). Pretty much useless.

This application is beyond minimal. Basic financial information isn't provided such as the average purchase price, gain\lost on any asset. Some functionalities are either missing or very well hidden: transfer to TFSA. It isn't broken, but it isn't complete. I don't know if EquatePlus thinks their work is done here, but I would give them a passing grade just because it opens.

The application does not provide an option to view the password while typing. This can be a major issue for users, as a simple typo may lead to multiple failed login attempts. After several unsuccessful attempts, the account becomes blocked.

What’s new

EquateMobile now resets biometric authentication when a password is changed, enhancing security. Users will be prompted to re-enable biometrics on their next login.
Also, US-based users will start seeing joint holder information in the app, if it’s been added in the web platform EquatePlus.