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Evelyn Partners Mobile vs MyRathbones Uso e estatísticas
Welcome to the Evelyn Partner Mobile app – a more secure, stable and improved digital experience for our clients.
With the app, you can:
- Manage your Evelyn Partners investment portfolio
- See your current portfolio values at a glance
- Check the performance, assets and allocation of your investments
- Portfolio performance benchmarks
- View recent transactions
- Access your documents and download the latest valuation statement, tax statement and more
- See other accounts you are linked to
Security
- Two-step verification for stronger security when logging in
- Face ID or Touch ID for stronger security and easy account access
- Update your email address or mobile number in the app
Future updates
- Adviser contact details
- Additional features on the homepage
How to register
To access this app you must be a registered client of Evelyn Partners – please contact your adviser for help. For more information on our range of services go to www.evelyn.com
Terms and conditions apply.
*Important information*
The value of an investment, and the income from it, may go down as well as up and you may get back less than you originally invested.
Evelyn Partners Investment Management Services Limited is authorised and regulated by the Financial Conduct Authority.
The figures used / seen in the images are for illustrative purposes only.
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Our tradition of thinking, acting and investing responsibly has been with us from the beginning and continues to lead us forward.
The MyRathbones app allows you to view your investments and much more on your smartphone securely.
We use the latest multi-factor authentication as well as Touch and Face ID to keep access to your information secure.
You can use the app to:
• View your portfolio value and income
• See your individual holdings and transactions
• View portfolio value over time
• See historic valuations
• Access the latest Rathbones knowledge and insight articles
• Review your latest reports
• Update your personal details
• Contact your Rathbones Investment Team
If you have any issues, please contact our Client Helpdesk on 0800 151 3355, available Monday to Friday 8am to 6pm and Saturday 8am to 1pm (excl. bank holidays).
Rathbone Investment Management Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Rathbone Investment Management International Limited is regulated by the Jersey Financial Services Commission. Rathbone Investment Management International Limited is not authorised or regulated by the Financial Conduct Authority or the Prudential Regulation Authority in the UK.
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Evelyn Partners Mobile versus MyRathbones comparação de classificação
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Evelyn Partners Mobile VS.
MyRathbones
janeiro 12, 2025