Evelyn Partners Mobile
Finance
Free
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
- 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.
Ratings & Reviews
This update introduces several key enhancements to improve your digital experience:
Enhanced Portfolio Transactions: We have refined the functionality around portfolio transactions to provide a more intuitive and seamless experience.
Income and Expenditure Data: The My Wealth section has been updated to now include your income and expenditure data, offering a more comprehensive overview of your financial position.
Redesigned Dark Mode: We have completely redesigned our dark mode to improve accessibility and provide a stylish new look for the application.
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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Evelyn Partners Group Limited
- Size
- 245.8 MB
- Category
- Finance
- Compatibility
Requires iOS 16.0 or later.
- iPhone
Requires iOS 16.0 or later. - iPad
Requires iPadOS 16.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Copyright @ Evelyn Partners Group 2025