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Screenshots

  • Evelyn Partners Mobile screenshot 1
  • Evelyn Partners Mobile screenshot 2
  • Evelyn Partners Mobile screenshot 3
  • Evelyn Partners Mobile screenshot 4
  • Evelyn Partners Mobile screenshot 5

About Evelyn Partners Mobile

Welcome to the new 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
- View recent transactions
- Access your documents and download the latest valuation statement, tax statement and more.
- See other accounts you are linked to
- Login with biometrics for secure and easy account access

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.

User reviews

Chris Kelly
Chris Kelly
It's a good app but wish you could see where your money is in your mutual fund
A Google user
A Google user
Gives me everything I need to monitor my portfolios - love the performance charts and secure messaging facility.
A Google user
A Google user
Provides everything I need in a simple to read and navigate format
A Google user
A Google user
Great app, clear presentations of my finances, useful tools, rich financial information
A Google user
A Google user
Feature rich and user friendly

Frequently asked questions

What can I do with the Evelyn Partners Mobile app?
With the app, you can manage your Evelyn Partners investment portfolio, view portfolio values, check investment performance, view recent transactions, access documents, and see other linked accounts.
How can I register for the Evelyn Partners Mobile app?
To access the app, you must be a registered client of Evelyn Partners. Please contact your adviser for assistance. For more information on services, visit www.evelyn.com.
Are there any important terms and conditions to be aware of?
Yes, terms and conditions apply. The value of investments may go down as well as up, and you may get back less than you originally invested. Evelyn Partners Investment Management Services Limited is authorized and regulated by the Financial Conduct Authority. The figures used in the images are for illustrative purposes only.

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