Equate Reviews

As my company moved their stock plans to manage through Equateplus, created an account by following the instructions and after that unable to login to the mobile app using the credentials. Though my mobile is connected to a 1 gigabit internet Equate says no internet connection.

Is what the designers of Equate are. Trying to log on using face recognition sends you on an infinite loop. Even old fashioned manual entry of credentials is now impossible. And as has been said by others, it’s not possible to copy/paste pw in the corresponding field. Even though the makers believe that Equate supports this feature and are “surprised” it doesn’t work.

And no, this is not version 1.0, this is after yet another release that provides “minor bug fixes and improvements”.

If I could give Equate a negative rating, I would. I never actually write reviews for apps but the login experience on this one drove me to it. You aren’t able to paste your password into the password line and if you are switching between apps to look up your password in order to type it in Equate , it erases everything you previously typed. You essentially have to memorize your password or write it down. Fundamental design flaw.

I have probably the worst experience with Equate among all apps.

First, fingerprint login only works for a short period of time after you login with password and enable it. After who knows sometime, it no longer works. Definitely not last to the second day!

And then there is a task to add my private email. Just cannot find any where to add it! It shows “more detail” and click it brings you to a page. The page has a “here” link supposedly to take you to where to add it, instead, it brings you back to he “task”!

What a dreadful nightmare! If not my company is using it, I will never choose this service. I could give it a negative 5 if I was allowed to. Forgive me!

If I didn’t have to have this for a work retirement account I would burn my phone and start all over.
0 stars if possible. It will make you sign in multiple times. There will be nothing of value to modify your account. Best to just log in on a laptop and hope these clowns at this app aren’t selling your information on the black market instead of investing money on user friendly interfaces and solid investment advice.

The endless loops of faceid and password were finally fixed, but now you can’t even log in at all. Now you get a message of ‘Unable to log you in. Please check your network connection and try again.’ Now it’s an endless loop of this error message. Can’t believe my former company trusts this company to administer its employees equity plans. Unbelievable

Impressively, they have managed to make an app that is even worse than their website. Buttons that do nothing - such as the forgot password button.

Based on the poor quality of their website and the lackluster customer service, it’s a mystery how these guys stay in business.

Only using the account as its required for work. Equate is completely unusable, freezes up intermittently, displays a network error message along with a string of empty pop up confirmation box with zero text, and constantly throws me into infinite loops that I can only break by completing quitting Equate . I’ve seen more competent coding by high schoolers.

Constant Log in errors (both manual and with Face ID) when desktop website has no login problems. Looks like this is a long-standing issue based on previous reviews.

I tried to use Equate, and it’s very slow. The login process is from the past century (Wait… wait a little more… keep waiting it’s coming…. ).

No way. In the world of instant information and real time processing , it’s incredible that renowned companies still have terrible apps.

Equate seemed to work without issue for me on an iPhone X. You can’t copy and paste your password into Equate , but logging in using the ‘password’ feature of iOS wasn’t a problem. Setting up Face ID also worked. Access to my accounts, transactions etc seemed to work fine and was better than trying to use the website which simply cannot be done on a small screen.

App is working great and Ui is simple but functional. Couple of things immediately based on usage:
- I can definitely see why other reviews are so bad. If someone directly logs into mobile app without knowledge of userid/password reset, its big hassle. So a help guide for SSO customers on mobile login screen as how/where to find it would be great
- Why mobile app doesn’t support “transfer” type in transaction?
- More meaningful and customizable graphs on home screen would be great
- Mobile app allows setting “default” type in Financial details but web app doesn’t. Why such discrepancy?

Overall good app but still basic and can improve.

It’s easy to use and focused on the one stock I have. I can’t seem to figure out my account number to transfer stocks though.

Easy to use and access your account information. 👍

Seems to work well on my iphone. No issues logging in.

Easy to use! Easy to view your account information!

Website

Nicely designed app with decent functionality. I like the ability to sell stock and view summaries and the calendar.

The mobile app is very simple and accurate and gets to the point

Downloaded Equate . All the data I need is available through Equate to make decision on the go. Signing in was a breeze. If. You can’t remember your Password and have to go out and back in, you have other issues. (Previous review) nothing to complain 5 stars

It takes 2 or 3 tries to log into Equate using the fingerprint sensor and the portfolio data over time is always wrong.

Previous version required two Face ID tries before it logged in. Now it goes through an endless login loop and never lets me in

One of the most important apps (my retirement) and Equate is awful. Design isn’t bad but function is non-existent. Buttons don’t work, links take you to the wrong places. Was this even tested???

I understand Equate wants to keep a safe link, but endless txt of passcodes will NEVER let you login to your account. For real it’s 2020now can you invest some money to hire some good software engineers? I can refer some if you need!

Please stop asking me to enable FaceID each time I login. I will not wmable it for a financial app. And if I change my mind, it is in the settings - easy enough to find. Please make Equate more efficient by removing unnecessary login steps like that. I do not want to be forced to decide each and every time I login to weaken my security.

Useless app. Unable to login. Call to customer service was no help either. Rep told me that she would escalate the issue internally but have heard nothing.

The infinite loop with face id and 2 factor entry is fixed.

But then now, I’m just stuck in the code entry... the code is there and I click - Verify and it just says please enter valid credentials. With no input field to enter a credential. The code is there...

This is an updated review. I am pleased to report that the developers improved the security by allowing users to paste in long random passwords.

Thank you!