Equitable Mobile App

Equitable Mobile App

Advice•Protection•Retirement

35K ratings
171 reviews
Free

Details

Released
January 14, 2020
Updated
June 3, 2026

Features

Equitable Mobile App screenshot #1 for iPhone
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Equitable Mobile App screenshot #7 for iPhone
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About

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

✓Account access with FaceID/TouchID
✓Consolidated account view
✓Access to historical documents
✓Investment management
✓Profile updates
✓Payment scheduling
✓Financial professional contact
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What users say about Equitable Mobile App

See all reviews

What's New in Equitable Mobile App

1.5.10

June 3, 2026

Minor bug fixes.

User reviews

Pop up blocker

Cannot get pop up blocker removed

Glitchy

Takes long to register very hard to use

Dallas Tuggle

Amazing advisor!

Working with my advisor Arthur, he has been a pleasure.

Very pleased with Equitable’s work.

Loading documents

Documents page doesn’t load to view

Developer apps

User experience

🐞

Reported Bugs

3 issues

Login issues and account access problems

Bug

Compatibility problems with newer device updates

Bug

Unreliable app performance and stability

Bug
✨

Requested Features

4 requests

Improved transaction history and reporting

Feature

Enhanced mobile-friendly design

Feature

Ability to initiate transfers and payments within the app

Feature

Customizable dashboard and account views

Feature

FAQ

What can I do with the Equitable Mobile App?

The app allows you to manage your financial accounts, investments, and retirement plans on the go. You can view account activity and balances, research and change investment options, update your profile information, and schedule payments. It also provides access to up to seven years of documents and helps you connect with your financial professional.

Is the Equitable Mobile App free to use?

Yes, the Equitable Mobile App is free to download and use. There are no charges associated with managing your accounts or accessing the features provided within the application.

How does the app protect my information?

The app is protected by safeguards similar to those used to protect your privacy and security online. This includes support for biometric authentication like FaceID® and TouchID® for secure access to your accounts.

Can I manage my investments through the app?

Yes, you can manage your investments directly through the app. This includes the ability to research different investment options and make changes to your existing investment portfolio.

Who can I contact for help if I have questions?

You can find your Financial Professional's contact information within the app to reach out to them directly. Additionally, you can chat with customer service during business hours for assistance with available products.