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EquateMobile

EquateMobile version history

‹ General Info
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Version 2.1.1
Updated 6 years ago
Changelog What’s new:

•Further transparency on fees associated with transactions and currency conversions in alignment with MiFID II
requirements.
•A new combined self-certification form for the Common Reporting Standard (CRS) & Foreign Account Tax Compliance
Act (FATCA), to enable you to provide the appropriate documentation in a more easy and efficient way.

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Version 2.1
Updated 6 years ago
Changelog EquateMobile 2.1 introduces:

•New bottom navigation bar giving you faster and easier access to key information like your transactions and plan related activity,
•More information on LTI, purchase, performance and UK SIP plans by tapping on the total, locked or available quantities on the Portfolio Details pages,
•Updated documents section combining all statements and documents with filter option.
Version 2.0.1
Updated 6 years ago
Changelog EquateMobile 2.0.1:
• Easy to scan overview with clear notification, portfolio value and charts
• Get to details: use landscape mode for charts, swipe through key information on plans, and visit events for the key actions impacting your portfolio value.
• Place trades through the clear, efficient transaction wizard right from the overview and portfolio details
• Stay up to date with pending tasks and deadlines
• Add an account using enhanced bank look-ups, currency and country locators
Version 1.2.1
Updated 8 years ago
45