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.

App is a little difficult to use at first; with some patience, the app is informative. A weekly deduction is held for a second week before the funds are purchased; however a routine record of transactions shows the stock purchase price. To cash out, is straight forward; an option to set a higher sale price is useful. Overall, it is a great way to "pay yourself" and save some money 💰 Dennis C. Since I suspended my weekly deduction, the system has been super slow to buy my stock;slow to update!

If only I had known before I signed up to purchase stock again, I would have never dealt with this!!! 4 pay periods of my hard earned money and not in account or anything even after I cancel!!!! I be so glad when my funds surface so I can straighten out my bills and invest my hard earned money somewhere that I can see it, if not just in my bank account!!!!!!!!

What’s new

SIP transactions are now easier to understand. You can see clear guidance for each part of your cash breakdown, helping you understand how your payout is calculated and feel more confident when reviewing your transactions.