Evelyn Partners Mobile 4+

Evelyn Partners Group Limited

    • Gratis

Screenshot

Descrizione

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
- Secure messaging to send and receive information, messages or documents with your adviser
- 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.

Novità

Versione 2.6.1

- Enhanced Security: Improved security features to protect your investments and personal data.
- Customer Service Enhancements: Updates to improve your interaction with our support team.
- User Experience Improvements: Optimized interface for a smoother and more intuitive user experience.

Update now to enjoy these enhancements and continue managing your investments securely and efficiently.

Privacy dell’app

Lo sviluppatore, Evelyn Partners Group Limited, ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per scoprire di più, consulta l’informativa sulla privacy dello sviluppatore.

Dati non raccolti

Lo sviluppatore non raccoglie alcun dato da quest’app.

Le procedure per la tutela della privacy possono variare, per esempio, in base alle funzioni che usi o alla tua età. Scopri di più

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