Great app for managing finances on the go.
A really useful app that allows me to quickly keep track of finances.
Free
About
Access your investment portfolio, view personalized recommendations, and digitally sign documents. Securely communicate with your financial advisor and upload important files directly from your mobile device.
✓Access investment portfolio
✓View valuations and recommendations
✓Digitally sign documents
✓Secure messaging with advisor
✓Upload documents securely
✓View transaction history
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What's New in Lewis Investment Client Portal
1.2.0
October 13, 2025
Our mobile app has been updated to improve speed and security.
User reviews
FAQ
Is Lewis Investment Client Portal secure for my financial data?
Yes, the app is designed for secure communication and document handling. It allows clients to securely message their advisor directly and upload documents to the firm.
What types of financial advice does Lewis Investment offer?
Lewis Investment offers bespoke independent financial advice covering pensions, investments, mortgages, equity release, protection, and commercial property syndicate clubs.
Can I view my investment performance in the Lewis Investment Client Portal?
Yes, you can interactively access your investment portfolio and view your valuations and recommendation reports directly within the app.
How often is the Lewis Investment Client Portal updated?
The app was last updated on 2025-10-13, indicating regular maintenance and potential feature additions by the developer.
What devices are supported by the Lewis Investment Client Portal?
The Lewis Investment Client Portal is available on iPhone, iPad, and iPod devices.
Does Lewis Investment Client Portal have ads?
No, the application is ad-free, providing a clean and uninterrupted user experience for managing your investments.
What is the age rating for Lewis Investment Client Portal?
The app has an age rating of 4+, making it suitable for a broad audience.
Can I sign application forms digitally using the Lewis Investment Client Portal?
Yes, the app allows you to digitally sign application forms and other important documents, streamlining the process.
