Evelyn Partners Mobile

Manage investments, view portfolios, access documents and stay secure with biometric login on the Evelyn Partners Mobile app. Enjoy an improved digital experience.

Welcome to the Evelyn Partner Mobile app – a more secure, stable and improved digital experience for our clients.

With the app, you can:

• Manage your Evelyn Partners investment portfolio
• See your current portfolio values at a glance
• Check the performance, assets and allocation of your investments
• Portfolio performance benchmarks
• View recent transactions
• Access your documents and download the latest valuation statement, tax statement and more
• See other accounts you are linked to

Security

• Two-step verification for stronger security when logging in
• Face ID or Touch ID for stronger security and easy account access
• Update your email address or mobile number in the app

Future updates

• Adviser contact details
• Additional features on the homepage

How to register To access this app you must be a registered client of Evelyn Partners – please contact your adviser for help. For more information on our range of services go to www.evelyn.com

Terms and conditions apply.

Important information The value of an investment, and the income from it, may go down as well as up and you may get back less than you originally invested. Evelyn Partners Investment Management Services Limited is authorised and regulated by the Financial Conduct Authority. The figures used / seen in the images are for illustrative purposes only.