This page is not an official page of the app or its developer, but an independent editorial publication created for informational and commentary purposes. Unless expressly stated otherwise, neither the app nor its developer is affiliated with, endorsed by, sponsored by, authorized by, or otherwise officially connected with MWM, Apple, Google Play, the app publisher, or the app's developer, and nothing on this page implies that the app was developed using MWM's services. Any trademarks, logos, screenshots, and other content remain the property of their respective owners.
EquateMobile
Monitor your portfolio’s performance, execute trades, and stay on top of vesting dates. Access your EquatePlus account securely and make informed financial decisions wherever you are.
Downloads
963K+User Rating
Total Ratings
1K+Publisher
Category
FinanceLocales
1Latest Version
3.27Size
37.2 MBFirst Released
Mar 3, 2015Take Control of Your Equity Wealth
EquateMobile streamlines your equity compensation into a single, high-performance dashboard, ensuring you can manage your future wealth with the same precision you bring to your career.
Real-Time Portfolio Insights
Get an immediate overview of your plan's value and performance. Track your net worth growth as it happens, directly from your mobile device.
On-the-Go Trade Execution
Never miss a critical trading window. Securely enter and manage trades in seconds, whether you are between meetings or on your commute.
Frequently Asked Questions
Everything you need to know about EquateMobile
What is the EquateMobile app?
EquateMobile is the companion app for EquatePlus, the equity compensation platform offered by Computershare and Equatex. It provides an overview of your equity compensation plans, value, and performance, along with trade management.
How can I manage my equity compensation with EquateMobile?
EquateMobile offers an overview of your equity compensation plans' value and performance. You can enter and manage trades, and access elections, documents, statements, and agreements directly within the app.
Can I trade stocks or shares using the EquateMobile app?
Yes, EquateMobile allows you to enter and manage trades for your equity compensation plans. The app includes a streamlined transaction process for performing various trade types.
What are the login requirements for EquateMobile?
To use EquateMobile, you must have a valid user ID and password for the EquatePlus web application. Additionally, your employer must authorize mobile app use as part of their agreement with Computershare or Equatex.
Where can I find support for the EquateMobile app?
24/7 customer support is available for EquateMobile users. You can find phone numbers for assistance directly within the app or through the EquatePlus web application.
Does EquateMobile provide task management and event tracking?
Yes, EquateMobile offers a comprehensive overview of all relevant and plan-related events. Users can track pending tasks, deadlines, and upcoming events, such as ESPP contribution elections and award acceptances.
More Like This
Apps with similar features and user experience
Alight Mobile
Alight Solutions, LLC
Principal®
Principal Financial Group
Voya
Voya Services Company
Fidelity Health®
Fidelity Investments
AHE Mobil
Anadolu Hayat Emeklilik Anonim Sirketi
Edward Jones
Edward D. Jones & Co., L.P.
bswift Mobile
bswift
Northwestern Mutual
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
New York Life
New York Life Insurance Company
This page is not an official page of the app or its developer, but an independent editorial publication created for informational and commentary purposes. Unless expressly stated otherwise, neither the app nor its developer is affiliated with, endorsed by, sponsored by, authorized by, or otherwise officially connected with MWM, Apple, Google Play, the app publisher, or the app's developer, and nothing on this page implies that the app was developed using MWM's services. Any trademarks, logos, screenshots, and other content remain the property of their respective owners.