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Equitable Mobile App

Equitable Mobile App

Advice•Protection•Retirement

32K ratings
167 reviews
💼 Business
💰 Finance
Free

Details

  • Released
  • Updated
  • January 14, 2020
  • June 3, 2026

Features

Developer

Equitable Financial Services, LLC
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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✓Access to historical documents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
Show original description

What users say

Summarized from real user reviews of Equitable Mobile App. Based on 32K reviews and a 4.7/5 average, it highlights the 4 positives and 4 negatives reviewers mention most about this Finance app.

Positive things

  • 👍Easy to use
  • 🚀Efficient app performance
  • 💡Convenient account access
  • 🔒Secure login options

Negative things

  • 🐛Frequent crashes and bugs
  • ⏱️Slow loading times
  • 🔍Limited functionality
  • 📱Poor mobile optimization
See all reviews

What's New in Equitable Mobile App

1.5.10

June 3, 2026

Minor bug fixes.

User reviews

Most RecentHighest RatedLowest Rated

Loading documents

Documents page doesn’t load to view
Dml!!!!!!!!Dml!!!!!!!!

Sad Excuse

One would hope that having investments and unable to use their tools would an emergency. The un and pw works online but not in the app. And customer support is overseas in China. Just sad.
J A JoyceJ A Joyce

Frustrating

Only app that keeps telling me my pw is incorrect but it’s programmed. Moody app
DEV. SDEV. S

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.
Bartleboy2Bartleboy2

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.
GNA_SRGNA_SR
See 162 more reviews

Developer apps

Equitable Retirement Guide
Equitable Retirement Guide

Build a financial future

💰 Finance

(6)

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Retirement Cornerstone
Retirement Cornerstone

by Equitable Financial Services, LLC

💰 Finance
Free
Equitable Advisors' Events
Equitable Advisors' Events

by Equitable Financial Services, LLC

📊 Productivity

(1)

Free
See 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.