Equitable Mobile App 1.5.3

Equitable Financial Services, LLC – Freeware – Android iOS
out of 23983 votes

Equitable Mobile App: Empowering Financial Management on the Go

Minh Ong

03/30/2025

The Equitable Mobile App streamlines access to financial services, allowing users to easily manage their investments and insurance policies from their smartphones, though it could benefit from improved user interface and functionality.

Our Equitable Mobile app offers an array of new features and functionalities that enable you to conveniently manage your accounts while on the go.

Convenient access to your accounts:

Support for touch FaceID® and TouchID®
View all your Equitable accounts in one comprehensive view
Access up to seven years' worth of available documents

Streamline your account and investment management:

Review activity and balances effortlessly
Easily research and modify your investment options
Maintain up-to-date important information under your profile
Schedule and make payments seamlessly

Helping you stay connected:

Access your Financial Professional's contact information
Connect with our customer service through live chat during business hours

Our Equitable Mobile app is equipped with safeguards that prioritize your privacy and security, employing measures comparable to those used for online protection. For more information, please refer to our usage agreement and online privacy policy.

Download the Equitable Mobile app today to simplify the management of your retirement and investment accounts.

*Equitable is the overarching brand name for Equitable Holdings Inc.'s retirement and protection subsidiaries, including Equitable Financial Life Insurance Company (NY, NY), Equitable Financial Life Insurance Company of America, an AZ stock company headquartered in Jersey City, NJ, and Equitable Distributors, LLC. The brand name for Equitable Advisors in most states is Equitable Advisors, LLC (member FINRA, SIPC), except for Michigan and Tennessee where the brand name is Equitable Financial Advisors.

GE2887944 (6/20) (Exp.6/22)

Overview

Equitable Mobile App is a Freeware software in the category Business developed by Equitable Financial Services, LLC.

The latest version of Equitable Mobile App is 1.5.3, released on 12/18/2024. It was initially added to our database on 09/16/2023.

Equitable Mobile App runs on the following operating systems: Android/iOS.

Users of Equitable Mobile App gave it a rating of 5 out of 5 stars.

Pros

User-friendly interface that facilitates navigation and usability.
Access to financial services and investment accounts from anywhere at any time.
Secure login and multi-factor authentication for added security.
Ability to track investments, view account balances, and manage financial goals in one place.
Offers educational resources and tools to help users understand financial products and investment options.
Regular updates improve functionality and user experience.

Cons

Limited features compared to desktop version of the service.
Some users report occasional app crashes or bugs that affect usability.
Customer support response time can be slow during peak hours.
The app may not support all financial products offered by Equitable Financial Services.
Requires a stable internet connection for optimal performance.
Some users may find the initial setup process complicated or lengthy.

FAQ

What is the Equitable Mobile App?

The Equitable Mobile App is a financial management tool provided by Equitable Financial Services, LLC that allows users to access their accounts, manage investments, and view financial information on the go.

How can I download the Equitable Mobile App?

You can download the Equitable Mobile App from the Apple App Store for iOS devices or the Google Play Store for Android devices.

Is there a cost to use the Equitable Mobile App?

The Equitable Mobile App is free to download and use, although standard data charges from your mobile carrier may apply.

What features are available in the Equitable Mobile App?

Features include account balance tracking, transaction history, investment performance monitoring, document management, and secure messaging with your financial advisor.

Is my personal information safe on the Equitable Mobile App?

Yes, the Equitable Mobile App uses advanced security measures, including encryption and multi-factor authentication, to protect your personal information.

Can I access my investment account through the app?

Yes, you can view and manage your investment accounts directly through the Equitable Mobile App.

What do I do if I forget my password?

If you forget your password, you can use the 'Forgot Password?' link on the app login screen to reset it securely.

Is customer support available through the app?

Yes, you can contact customer support directly through the app via secure messaging or by accessing support information.

Can I make transactions using the Equitable Mobile App?

Yes, you can initiate certain types of transactions through the app, depending on your account type and features.

What should I do if I encounter technical issues with the app?

If you have technical issues, please contact customer support for assistance or check for any app updates that may resolve bugs.

Minh Ong

I'm Minh, a software engineer and author with a passion for exploring and writing about the latest in software and technology. With my experience in software development and a specialization in software updates and content creation, I bring a deep understanding of the tech landscape to my reviews and articles. My focus is on providing you with comprehensive insights into general software topics and the latest industry news.

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