Evelyn Partners Mobile 4+
Evelyn Partners Group Limited
-
- Free
Screenshots
Description
Manage investments, view portfolios, access documents and stay secure with biometric login on the Evelyn Partner 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
- 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.
What’s New
Version 2.6.2
- 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
App Privacy
The developer, Evelyn Partners Group Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Evelyn Partners Group Limited
- Size
- 247.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 14.0 or later.
- iPad
- Requires iPadOS 14.0 or later.
- iPod touch
- Requires iOS 14.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Copyright @ Evelyn Partners Group 2023
- Price
- Free