Evelyn Partners Mobile 4+

Evelyn Partners Group Limited

    • Free

iPhone Screenshots

Description

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 2.5.0

Major changes:

- Benchmarks

If you can see a performance graph, then you can now compare your portfolio’s performance to a benchmark as agreed with your adviser, and appropriate for your agreed investment strategy.
Click 'Select Benchmark' below your performance graph, choose the benchmark you want to see, then tap the graph to see your benchmark & performance for that period.

Minor changes:

- Bug fixes and stability improvements

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, for example, based on the features you use or your age. Learn More

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