About
Access your financial information and connect with your advisor on the go. This mobile portal provides secure access to your account data anytime, anywhere. Clients require login credentials from their advisor to use the app.
What's New in Equitable Trust
1.97
August 1, 2026
• Performance Improvements • Bug Fixes
FAQ
How do I get login credentials for Equitable Trust?
Clients must contact their financial advisor directly to obtain the necessary login credentials before they can use the Equitable Trust mobile app. This ensures secure access to your personal financial information.
What devices does Equitable Trust support?
Equitable Trust is available on iPhone, iPad, and iPod devices. This allows clients to manage their finances across various Apple mobile platforms.
Is Equitable Trust secure for my financial data?
Yes, the app is designed as a secure client portal to protect your financial picture. Access is controlled through credentials provided by your advisor.
How often is Equitable Trust updated?
The latest version of Equitable Trust was released on June 13, 2026. While specific update frequency isn't detailed, this indicates ongoing development and maintenance.
What is the age rating for Equitable Trust?
Equitable Trust has an age rating of 4+, making it suitable for a wide range of users. This rating typically indicates minimal content restrictions.
Can I view my complete financial picture with Equitable Trust?
Yes, the app's description states it keeps you connected to your financial picture anytime, anywhere, allowing for an overview of your accounts.
Does Equitable Trust have ads?
No, Equitable Trust does not contain advertisements. The app is free to download and use without any ad interruptions.
What specific financial institutions does Equitable Trust support?
The provided data does not specify which financial institutions are supported. It functions as a client portal for Equitable Trust's services.
