Walker Crips vs Brooks Macdonald

- Account overview: Get a clear overview of your investment portfolio, including asset and cash balances and overall valuations. - My holdings: A breakdown of each of the individual holdings in your portfolio, displaying the number of units held, the cost of the holding, its current price* and your gain/loss. - Transaction history: Track and review your investment transactions with our comprehensive Transaction History page. - Communications: Stay organised and informed with this feature which conveniently lists all important account-related correspondence, such as trade confirmations, statements and letters. - Account management: Take control of your account with our Account Management section, enabling you to easily update contact details, manage linked accounts and regularly change your password for added security. At Walker Crips, we are committed to providing exceptional investment management services. Our app is designed to offer you a seamless and intuitive experience, combining convenience with powerful features. *Current price is based on 15-minute delayed price, or last available price as provided by our market price vendor. Walker Crips Investment Management Limited cannot be held responsible nor liable for the accuracy of the price data. If you notice market price discrepancies, please notify your investment manager.

Securely view Brooks Macdonald portfolios on your mobile device. The app brings the InvestBM experience to mobile, giving clients, Independent Financial Advisers and paraplanners secure, convenient access to Brooks Macdonald portfolios anytime, anywhere. Designed as a streamlined companion to the InvestBM portal, the app provides a clear, mobile‑friendly view of portfolio information to support informed conversations and day‑to‑day oversight. Log in quickly and securely using Face ID or fingerprint recognition, and explore key information with ease: •View total market value •See asset allocation and diversification at a glance •Track performance over time with clear, interactive charts •Access key documents such as tax packs, valuations, and contract notes •Explore detailed holdings and transactions line by line •Switch to dark mode for comfortable, low‑light viewing This is a view‑only app. To get started, ensure you are registered on the InvestBM portal.