BPS – Brewin Portfolio Service

Available to clients of the Brewin Portfolio Service (BPS), the Brewin Dolphin App shows your accounts securely and conveniently on your smartphone. Get free access to the following: • Dashboard: A simple overview of your accounts and the value of your portfolio • My Investment Screen:  Drill down into your individual accounts, highlighting details of the fund selection and the gain/loss for each investment within your portfolio.  • ISA Allowance: The App shows you how much you have used of your current ISA allowance • How Money Is Invested: A detailed breakdown of the your holdings across the different asset classes in which they are invested • Investment Value Over Time: a month by month snapshot of the your valuation over the last 12 months Already a client of the Brewin Portfolio Service? Use the same BPS ID and password that you use to log in to BPS online to get started in the App. If you can’t remember your login details, get into contact with our Customer Services Team who will be delighted to help. UK: 0333 207 9003 E: [email protected] The following clients only can use the Brewin App: • Brewin Portfolio Service