EquatePlus Reviews 4,897

TrustScore 5 out of 5

4.8

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Review summary

Based on reviews, created with AI

Reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their helpfulness, professionalism, and extensive knowledge, making interactions pleasant and productive. Many people highlight the exceptional customer service, appreciating the personalized and patient approach taken by agents who guide them through various processes. The website is frequently described as user-friendly, with an intuitive interface that simplifies tasks like buying and selling stocks. However, some customers also noted occasional difficulties with initial contact, experiencing long hold times or receiving inconsistent information from different agents. A few people mentioned issues with transferring shares out, and some felt that certain agents lacked adequate training or provided inaccurate information regarding specific company policies.

What people talk about most

Staff

Consumers find staff to be positive. Many reviewers praise the helpfulness, patience, and professionalism of... See more

Customer service

People report positive experiences with customer service. Many customers praise the helpfulness and patience... See more

User experience

Reviewers highlight positive aspects of user experience, praising the easy-to-understand interface and... See more

Website

Customers consistently note positive experiences with the website, praising its user-friendly interface and... See more

Service

Users describe positive interactions with service, highlighting rapid responses and helpful agents like... See more

Based on these reviews

Rated 5 out of 5 stars

Tax time and we needed additional cash to support the US Government's Wars and Waste (I guess). I had never used this site (just kept buying company stock and stashing it away). It was a little intimi... See more

Rated 5 out of 5 stars

Due to an error on my part I needed to initiate a transfer with very short notice. Zac on the customer services desk understood the issues and escalated it internally. Alina picked it up and dealt... See more

Rated 5 out of 5 stars

I had the pleasure of speaking with Dynicia when I called with questions about my account. She was patient and walked me through different ways to find the information I needed. She was professional,... See more

Rated 5 out of 5 stars

Finally after my 3rd call and wasting money on overseas phone call, I had my issue sorted with Ganista. initally i tired calling the UK number which was answered by very unhelpful agents who basically... See more


Company details

About EquatePlus

Written by the company

EquatePlus is the employee share plan platform provided by Computershare that allows all types of users to manage their employee plans efficiently, effectively, and intuitively. For more than 30 years, Computershare has partnered with clients around the world to create employee equity plans that help build more engaged and motivated teams across all major global markets.

Computershare logo

Contact info

4.8

Excellent

TrustScore 5 out of 5

5K reviews

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Hasn’t replied to negative reviews

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Rated 5 out of 5 stars

It was a little bit difficult to find a…

It was a little bit difficult to find a contact number for Equate Plus, but once I got through to the customer service assistant it was plain sailing. It took Lee less than a minute to answer the phone.
I wanted to sell some of my shares and Lee took me through the whole process. He was very patient and really knows his job. I would not have been able to sell the shares myself. I cannot recommend Lee highly enough, it was a very pleasant experience. I hope he answers the phone when I next sell some of my shares in December

April 10, 2026
Unprompted review
Rated 5 out of 5 stars

First Step to Resolution

While they weren't able to assist me I had a great conversation with the rep who was able to get me pointed in the correct direction. The hold time was minimal, and they were fantastic in being part of the process of resolving my problem.

April 10, 2026
Unprompted review
Rated 5 out of 5 stars

Conflicting information…

I have been having lots of conflicting information regarding being or not being a US Tax resident. I have filled out different forms, I have sent documentation showing that I am NOT, but still cannot get the issue resolved and kept getting different information from different attendants. Today I had the luck of talking to MARCIA and she was not only most helpful but opened a query with doubts she could not solve. Very professional.

April 9, 2026
Unprompted review
Rated 5 out of 5 stars

E-Z Nav

Began here after screening which was done well, answered security questions. This website is very easy to navigate and appreciate how well the service is done.

April 9, 2026
Unprompted review
Rated 5 out of 5 stars

Called about an issue with a…

Called about an issue with a transaction. Olena was MOST helpful and was quickly able walk me through the steps needed to correct the issue. Thanks Olena!

April 9, 2026
Unprompted review
Rated 5 out of 5 stars

Fantastic customer service

Pippa was excellent and put my mind at rest regarding a transaction. She also raised a just in case query and explained all of the next steps needed which was very much appreciated. Thankyou!

April 9, 2026
Unprompted review

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