Archived App
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Evelyn Partners mobile client access app
Benefits
Manage your Evelyn Partners investment portfolio
See recent transactions on your account and check current portfolio values
Use the interactive portfolio performance tool to see how you are tracking against your goals
Access the document store and download the latest valuation statement, tax statement and more
Use secure messaging to send and receive sensitive information or documents with your relationship manager
Read the latest news and views in our Evelyn Partners Insights section including regular updates from our Chief Investment Officer
To register
Existing clients should contract their relationship manager. To access this app you must be a registered client of Evelyn Partners. For more information on our range of services, pleased visit our website www.evelyn.com
Terms and conditions apply
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What's New in Evelyn Partners
2.01
October 27, 2022
This version rebrands the app to Evelyn Partners
