Evelyn Partners Mobile

Evelyn Partners Mobile

by Evelyn Partners Group Limited

6 ratings
27 reviews
Free

Details

  • Released
  • Updated
  • May 29, 2023
  • May 12, 2026
Evelyn Partners Mobile screenshot #1 for iPhone
Evelyn Partners Mobile screenshot #2 for iPhone
Evelyn Partners Mobile screenshot #3 for iPhone
Evelyn Partners Mobile screenshot #4 for iPhone
Evelyn Partners Mobile screenshot #5 for iPhone
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About

Manage your investment portfolio with this app. View current values, track performance, check asset allocation, and access important documents like valuation and tax statements. Enhanced security features ensure your financial information is protected.

Manage investment portfolio
View portfolio values
Check investment performance
Access documents
Download statements
Two-step verification
Face/Touch ID login
Show original description

What's New in Evelyn Partners Mobile

2.7.7

May 12, 2026

This update introduces several key enhancements to improve your digital experience: iPad experience improvements: We've updated the my iPad experience of the application. Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application.

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User reviews

I left and went to AJ Bell

Awful app performance. Couldn't get growth figures.

Ridiculous rebrand to the awful name evelyn.

Not a company I had any faith in, so I left.

Progress

Lots information but not sure how to evaluate. Where are the interactive additions?

Constantly asked to leave a review

The app asks me to leave a review every time I log in.

App maintenance

This app seems to have been under maintenance for over a week and hence no one could logon. I had to delete and reload to get it working

Awful

Don’t like new app especially not being able to take screenshots. And now I can’t log in at all. Go back to the old version

Developer apps

FAQ

What does the Evelyn Partners Mobile app do?

The app allows registered clients to manage their Evelyn Partners investment portfolio. Users can view current portfolio values, track investment performance, check asset allocation, and access important financial documents such as valuation and tax statements.

What are the key features of the app?

Key features include managing your investment portfolio, viewing current values at a glance, checking performance and asset allocation, accessing documents like valuation and tax statements, and enhanced security with two-step verification and biometric login (Face ID/Touch ID).

How do I register for the Evelyn Partners Mobile app?

To access the app, you must be a registered client of Evelyn Partners. Please contact your financial adviser for assistance with registration. More information about Evelyn Partners' services can be found on their website.

Is the app compatible with my device?

The description does not specify device compatibility. However, it mentions security features like Face ID and Touch ID, suggesting compatibility with devices that support these technologies. It is recommended to check the app store listing for specific operating system requirements.

What are the risks associated with investments managed through this app?

The value of investments and the income derived from them can fluctuate, meaning you may get back less than you originally invested. Evelyn Partners Investment Management Services Limited is regulated by the Financial Conduct Authority.