七麦数据

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.