Help Page
How may we help you?
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How may we help you?
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I have forgotten my password. What should I do?
I have forgotten my password. What should I do?
- Go to www.equateplus.com and enter your user ID.
- On the next screen, click on the "Forgot password?" link and follow the password recovery instructions.
If you are experiencing difficulties with the password recovery process, you can reach us at:
- Go to www.equateplus.com and enter your user ID.
- On the next screen, click on the "Forgot password?" link and follow the password recovery instructions.
If you are experiencing difficulties with the password recovery process, you can reach us at:
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I have forgotten my User ID. What should I do?
I have forgotten my User ID. What should I do?
If you have forgotten your user ID: - Go to www.equateplus.com, click on the "Forgot user ID?" link and follow the instructions.
- Once you have been successfully identified, we will send you your user ID via email or letter.
User IDs are unique and cannot be changed. Your user ID is not related to your employee ID but created specifically for use with EquatePlus. If you experience difficulties receiving your user ID email you can reach us at:
If you have forgotten your user ID: - Go to www.equateplus.com, click on the "Forgot user ID?" link and follow the instructions.
- Once you have been successfully identified, we will send you your user ID via email or letter.
User IDs are unique and cannot be changed. Your user ID is not related to your employee ID but created specifically for use with EquatePlus. If you experience difficulties receiving your user ID email you can reach us at:
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I am having problems receiving my User ID email. What should I do?
I am having problems receiving my User ID email. What should I do?
If you are experiencing difficulties receiving your user ID email you can reach us at:
If you are experiencing difficulties receiving your user ID email you can reach us at:
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How do I log in to my EquatePlus account?
How do I log in to my EquatePlus account?
To access your EquatePlus account: - Go to www.equateplus.com
- Enter your user ID
- Enter your password
- If you or your employer have activated the additional security verification settings for login, you will now be asked to enter a verification code. The verification code will be sent to your mobile phone.
Please note that the user ID and password for EquatePlus are unique and not related to any employee identification number.
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How do I log in to EquatePlus for the first time?
How do I log in to EquatePlus for the first time?
To access your EquatePlus account for the first time, go to www.equateplus.com then follow the onscreen instructions. There are different ways to receive your user ID and initial password depending on how you were set up in the system. Only one of the options below will apply to you. Option 1: You have received your user ID and initial password by letter (post/mail) - On the login page enter your user ID, then click continue
- Enter the initial password you received
- You will now be prompted to enter a new password of your choosing before being logged into the system.
Option 2: You have received your user ID by email - On the login page enter your user ID
- You will then be prompted for additional identifying information
- If you were successfully identified, one of three things will happen:
- The system will generate an initial password mailing, and you will receive a password letter by post. In the interim, you will have access to a limited view of your EquatePlus account.
- You will receive a verification code on your mobile phone. After you enter that onscreen, a temporary password will be emailed to you. Enter the temporary password and then set a new password of your choosing before being logged into the system.
- You will receive a temporary password via email. Enter the temporary password and then set a new password of your choosing before being logged into the system.
If you are experiencing difficulties logging in you can reach us at:
To access your EquatePlus account for the first time, go to www.equateplus.com then follow the onscreen instructions. There are different ways to receive your user ID and initial password depending on how you were set up in the system. Only one of the options below will apply to you. Option 1: You have received your user ID and initial password by letter (post/mail) - On the login page enter your user ID, then click continue
- Enter the initial password you received
- You will now be prompted to enter a new password of your choosing before being logged into the system.
Option 2: You have received your user ID by email - On the login page enter your user ID
- You will then be prompted for additional identifying information
- If you were successfully identified, one of three things will happen:
- The system will generate an initial password mailing, and you will receive a password letter by post. In the interim, you will have access to a limited view of your EquatePlus account.
- You will receive a verification code on your mobile phone. After you enter that onscreen, a temporary password will be emailed to you. Enter the temporary password and then set a new password of your choosing before being logged into the system.
- You will receive a temporary password via email. Enter the temporary password and then set a new password of your choosing before being logged into the system.
If you are experiencing difficulties logging in you can reach us at:
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How do I log in to EquatePlus from home if I am a Single Sign On (SSO) user?
How do I log in to EquatePlus from home if I am a Single Sign On (SSO) user?
Single Sign On (SSO) users typically access EquatePlus through a link from their employer's intranet. If you want to open EquatePlus when you do not have access to your SSO link, you will need your EquatePlus User ID and password. To find your User ID and password: - Access EquatePlus through SSO
- On the menu bar at the top of your EquatePlus screen, click on the Profile picture.
- Select "Personal details" from the drop-down menu. This will bring you to the screen where you can view your User ID, and change your password if you wish to.
- You can then use your User ID and new password to log in to EquatePlus from home and elsewhere.
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What devices and browsers are supported by the EquatePlus platform?
What devices and browsers are supported by the EquatePlus platform?
The EquatePlus pages have been designed for use on desktop, laptop and tablet screens*, using the following internet browsers: - Microsoft Edge
- Mozilla Firefox (v.40 or newer)
- Google Chrome (v.43 or newer)
- Safari (v.8 or newer)
For security reasons, we recommend that the following internet browser versions be used. Please also ensure that your operating system and your internet browser are kept up-to-date by always installing the latest security updates. | Microsoft Windows | Apple Mac OS X |
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| Operating systems | Windows 7 (or newer) | Mac OS X 10.10 (or newer) | | Internet browsers | Microsoft Edge
Mozilla Firefox (v.40 or newer)
Google Chrome (v.43 or newer)
| Safari (v.8 or newer)
Mozilla Firefox (v.40 or newer)
Google Chrome (v.43 or newer) | | PDF viewers | Adobe Reader 9 (or newer) | Adobe Reader 9 (or newer) | * We recommend the EquateMobile app for viewing your portfolio on your smartphone, provided your employer has enabled this option.
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What should I do in the event of the death of the account holder?
What should I do in the event of the death of the account holder?
In the event of a plan participant’s death, the company’s Human Resources department is usually responsible for notifying the EquatePlus administrators of the participant’s passing. This notification may not occur if at the time of death, the participant was no longer employed by the company. If the plan participant was not employed by the company at the time of death, the heirs or executors of the estate can call the EquatePlus contact centre to advise us of the participant’s death and to begin the process of transferring the assets. The documentation required to transfer the deceased’s assets will vary based on the country where the shares were legally owned and any company-specific processes that may exist. The EquatePlus contact centre can be reached on the following:
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