equateplus.com

4.8
4.8 Based on 1.5K reviews

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Average Rating

4.8

/
5

1.5K Reviews

5 Star
91%
4 Star
4%
3 Star
1%
2 Star
0%
1 Star
4%

All Reviews

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Review Time

Dana Lemoine
Attempting to find out details regarding a long running benefit from a company that I left over 10 y

Attempting to find out details regarding a long running benefit from a company that I left over 10 years ago, I was finally able to get in touch with a woman named Millie that, although it took a lot of effort on her part, she was able to provide me with the details necessary for me to get into the account that I needed access to.
Millie was friendly and certainly very knowledgeable about the processes.

5
Date of experience: Feb 21, 2026
Anand Rane
This one is long due, the other day I spoke to Phil, I had some questions about the app and differen

This one is long due, the other day I spoke to Phil, I had some questions about the app and different options I see with my share saver program. Completely clueless I decided to give a customer support. Phil was extremely patient and helped with all my doubts, which really helped me out. Thanks for all the help Phil

5
Date of experience: Feb 17, 2026
Dzevad Glamocak
This time I've used HelpChat to get some info. Unfortunately it was not possible to get that info vi

This time I've used HelpChat to get some info. Unfortunately it was not possible to get that info via e-mail (that's how I understood support agent), or better to say it's not possible to send a mail to support. That's something that can be improved. The agent who helped me (Nayim) has answered all my questions and now I am waiting to get copy of the chat transcript via email. At the moment I can rate this experience with 5 stars. Let's see will I get promised info via email.

5
Date of experience: Feb 09, 2026
Fandi
I recently have some trouble with submitting tax form updates in equateplus. After some head scratch

I recently have some trouble with submitting tax form updates in equateplus. After some head scratching, decided to use their help chat feature and I got assisted by Ganista, who is really helpful and guided me in minutes on how the problem can be resolved. The responsiveness of the help chat and the timely manner of the resolution impressed me, as typically I don't have such great experience with help chats. I hope that they'll keep up the good level of service!!

5
Date of experience: Feb 06, 2026
Lisa-Marie Honeyfield
I called for support to discuss my work scheme maturity options and to access my app from home. Nayi

I called for support to discuss my work scheme maturity options and to access my app from home. Nayim was extremely helpful, knowledgeable, and patient. He went over and above and genuinely wanted to help, a brilliant service when i need help in fear of what to click and how to transact. A huge thank you Nayim!!

5
Date of experience: Feb 02, 2026
Shahim Abdul
I have been served, helped by Dynicia from equateplus. She is a very lovely person, very polite and

I have been served, helped by Dynicia from equateplus. She is a very lovely person, very polite and very thorough in her explanations about the equate plus shares. I am very grateful to her for her customer service, which was very professional and she got all my questions answered. Brilliant, I would say and honestly recommend to others. I hope to hear people like her helping over the phone in future and leave customers satisfied and happy

5
Date of experience: Jan 27, 2026
joyce Ye
Marilyn is very helpful, she was very patient and guided me step by step to complete the sharematch

Marilyn is very helpful, she was very patient and guided me step by step to complete the sharematch transaction. She was highly professional and experienced, addressing and answering all the technical issues and other questions I encountered while placing the order. She is one of the best customer service representatives I’ve ever met.

5
Date of experience: Jan 27, 2026
Quincy Howard
Exceptional assistance with my inquiry

The representative was incredibly helpful today with my inquiry. She provided expert information and guided me through my next steps, as well as pointed me to where I could find additional information. Thank you for the excellent service.

5
Date of experience: Jan 21, 2026
Suzanne Powell
Received excellent assistance today

I received excellent assistance today - the representative was patient and knowledgeable, guiding me through the process to ensure everything was successful. Thank you!

5
Date of experience: Dec 05, 2025
Amy Anderson
Inquired about tax document availability

I called to ask when tax documents would be available. After waiting on hold for 10 minutes, I was informed that the company filed an extension with the IRS, and the documents won't be available until March 2nd.

1
Date of experience: Dec 04, 2025

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