七麦数据

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.