Equitable Mobile App

Equitable Mobile App

Advice•Protection•Retirement

32K ratings
164 reviews
Free

Details

  • Released
  • Updated
  • January 14, 2020
  • 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Access to historical documents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

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What's New in Equitable Mobile App

1.5.10

June 3, 2026

Minor bug fixes.

User reviews

Primitive and glitchy

I’ve accessed the app four times in recent days trying to get to basic information within my account and the app freezes every time.

Just okay

This app is just the basics. Not really customizable. Disappointing to have to give up the Stifel app after Equitable picked up a piece of the Stifel business.

Password reset does not work

I have tried resetting my password and username multiple times and it does not work. It gives an error have giving it the recover credentials.

Disappointing

I created my account (that part was easy) and logged on. I have 4 accounts (transferred from another provider). The generic names all looked the same bot with different last 4 numbers if the account. I could not tell which were which. I had to go to the old providers records to look at the amounts transferred to figure out by trial and error which account was which. I then proceeded to edit the nicknames of the accounts so I could more easily tell what’s what. Both on the web and in the phone app trying to edit nicknames met with errors. It took many many tries to change all 4 nicknames but I finally got it done. Now, I’m waiting to find out if it gives me good performance data.
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Slow

Not quite what I expect. Seem real slow in responding.

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.