We’ve added Payment Sent notifications to give you greater confidence when payments are on their way. You’ll now receive a notification confirming when your payment has been sent, providing timely reassurance and clearer visibility at an important stage of the payment journey. You can manage and adjust push notifications at any time in your device’s Settings. This update helps you stay informed and in control, wherever you are. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

We’ve added communication banners to EquateMobile to help you stay informed more easily. You’ll now see important messages from us or your employer directly at the top of your overview page, just below your portfolio value. If there’s more than one update, you can swipe through them, and you can tap a message to open the relevant page or move to the right place in the app. Unread messages are clearly highlighted, so you always know what’s new. When all messages have been read, you can also hide the banner to free up more space for the other information on your overview page. This update gives you a simple, convenient way to keep up with the information that matters to you while you’re on the go. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

Our latest version contains a few minor bug fixes and performance improvements. We would like to hear more from you. Please use the Give feedback feature inside the app to send us your comments and suggestions. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

EquateMobile is introducing two updates aimed at improving both security and user experience. First, biometric authentication will now be reset automatically whenever a user's password is changed—no matter how that change occurs. This means that after updating their password, users will be prompted to re-enable biometric login the next time they access the app. This change helps ensure that biometric access remains securely tied to the most current credentials. Additionally, users in the United States will start seeing joint holder information in EquateMobile, provided that this data has been added in the web platform EquatePlus. This enhancement brings greater transparency and consistency across platforms, making it easier for users to view all relevant account details directly within the mobile app. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

EquateMobile is introducing two updates aimed at improving both security and user experience. First, biometric authentication will now be reset automatically whenever a user's password is changed—no matter how that change occurs. This means that after updating their password, users will be prompted to re-enable biometric login the next time they access the app. This change helps ensure that biometric access remains securely tied to the most current credentials. Additionally, users in the United States will start seeing joint holder information in EquateMobile, provided that this data has been added in the web platform EquatePlus. This enhancement brings greater transparency and consistency across platforms, making it easier for users to view all relevant account details directly within the mobile app. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

Our latest version contains a few minor bug fixes and performance improvements. We would like to hear more from you. Please use the Give feedback feature inside the app to send us your comments and suggestions. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

We've relocated important downtime messages to appear after your successful login. This means your Face ID or Touch ID will continue to provide a smooth and consistent way to access your account. Look for these system messages by tapping the bell icon on the Overview screen. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

Our latest version contains a few minor bug fixes and performance improvements. We would like to hear more from you. Please use the Give feedback feature inside the app to send us your comments and suggestions. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

We've enhanced the price widget to display only listed instruments with market prices. Cash instruments will no longer appear in the price widget. We would like to hear more from you. Please use the Give feedback feature inside the app to send us your comments and suggestions. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

Enhanced brokerage account support: Depending on your region, you'll now be guided to provide essential details like DTC, CUID, or SWIFT codes and your broker's email address, ensuring smoother transactions. Simplified date selection: Effortlessly select dates with our updated interface: • Past Dates: Use the familiar three-wheel selector for precise date entry. • Recent Dates: Quickly choose dates using the intuitive calendar view, showing the current month and weekdays. Access to cash transfer instructions: For Exercise and Hold Transactions, you can now easily find the bank account details for transferring funds on the transaction details page, anytime you need them. Improved "Contact us" phone number handling: We've streamlined how phone numbers are transferred to your device's call app. Numbers are now formatted in a standard international format for compatibility. If needed, the number is also copied to your clipboard for manual pasting. Smarter "What's New" updates: "What's New" cards now disappear after you've read them, ensuring a cleaner and less repetitive experience. iPad users: For an enhanced experience on your iPad, please use the EquatePlus.com website, which is designed for tablet use.

Introducing the new Plan Holdings Statement on EquateMobile! This document gives you a clear overview of your holdings and transactions It can be generated for periods of up to one year. Find it on the More page under Actions. Note: This feature is still rolling out and may not be available for all clients. Improved bank account flow: When "For Further Credit" and "Correspondent bank" details are needed, the entry process is now simpler and clearer. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

In this version, we have improved the display of plan details for situations where there are no allocations or contributions yet. The plan details page will now display a new message "No allocations", letting you know everything is working fine and the plan is just waiting for allocations to be created. We have also fixed a bug that allowed security codes for two-step authentication to be sent via phone call to Chinese phone numbers, even though such calls are not possible in China.

This version brings a redesigned contribution widget for the contributory plans. You can now track your contributions through stages, from collecting funds, to purchasing shares and finally seeing them added to your portfolio. Stay informed with relevant updates at each step. We are also introducing improvements to the Transact flow. Here we have redesigned the quantity step, to put the most important info right at the top. Plus, we’ve added support for Canadian Stock Option Plans with a new group-level quantity definition, making it easy to manage holdings within legal limits. Thank you for using EquateMobile!

Our latest version contains a few minor bug fixes and performance improvements. We would like to hear more from you. Please use the Give feedback feature inside the app to send us your comments and suggestions. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

We’re excited to introduce EquateAccess, our new two-factor authentication app! With EquateAccess, you’ll experience enhanced security across various aspects of your EquateMobile account. We will be gradually rolling out EquateAccess. Keep an eye out for notifications within EquateMobile as we enable this feature for your account.

In this release, we’ve added a dedicated section in EquateMobile where you can manage your contact details. Easily update your phone number, email address, and mailing address directly within the app. Now managing your US brokerage accounts is more efficient than ever. Just select the correct DTC code for seamlessly transaction processing without delays. We’ve made it easier for you to understand the discount associated with your 423b plan details, ensuring transparency and clarity.

We would like to hear more from you. To make this simpler, we have replaced the suggestion mailbox with an in-app rating and feedback survey. You can find it on the More page and throughout the app in key areas. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

With this release, we are enhancing the payment history widget for transactions involving certain payment methods. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

Our latest version contains a few minor bug fixes and performance improvements. We would like to hear more from you. Send your suggestions and feedback to equatemobile-support@equatex.com. If you like EquateMobile, please leave us a rating and review. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

This update brings new features in the onboarding and account activation. New participants can now complete the first time login and account activation as well as their tax forms (FATCA/CRS, W-8 BEN, and W-9) as part of the onboarding process. Participants of German companies with tax domicile in Germany, can now also enter their tax exemption amount (Freistellungsauftrag - FSA) through the app. Moreover, we have fixed a bug that was blocking some users from activating push notifications. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

Our latest version contains a few minor bug fixes and performance improvements. We would like to hear more from you. Send your suggestions and feedback to equatemobile-support@equatex.com. If you like EquateMobile, please leave us a rating and review. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

This version brings new features that will facilitate the onboarding process for all new users. In the background we keep on working on solving issues and bringing new and exciting features to our existing users. We want to keep on hearing more from you. Please send us your suggestions at equatemobile-support@equatex.com. If you like EquateMobile, please leave us a rating and review. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

Our latest version contains a few minor bug fixes and performance improvements. We want to hear more from you. Please continue to send us your suggestions at equatemobile-support@equatex.com. If you like EquateMobile, please leave us a rating and review. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

Our latest version contains a few minor bug fixes and performance improvements. We want to hear more from you. Please continue to send us your suggestions at equatemobile-support@equatex.com. If you like EquateMobile, please leave us a rating and review. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.

We have brought more of your holding details to the app. You can now see the dates when your restricted holdings will become available for trading across your entire portfolio. To access this, select the View schedule button on the Overview page. Your feedback has helped us choose the features included in this release. Please continue to send us your suggestions at equatemobile-support@equatex.com. If you like EquateMobile, please leave us a rating and review. iPad users: The EquatePlus.com website has been designed for use on tablets and provides a better experience for your device.