Client logins
We’re currently in the process of moving all clients from the former Smith & Williamson portal to the new Evelyn Partners Client Portal.
If you already use the Evelyn Partners Client Portal, this change does not apply to you, continue using the left-hand button below to log in.
If you’ve recently received an email inviting you to the Evelyn Partners Client Portal, and you have set up your new username and password, use the left-hand button below to log in.
If you haven’t been contacted yet and currently use the Smith & Williamson portal, continue to use the right-hand button. We’ll email you with next steps when it’s time to move.
I’m an Evelyn Partners wealth management client
Log in to the Client PortalLog in to the client portal.
I’m an Evelyn Partners client who used to be with Smith & Williamson
Log inLog in to the client portal.
Our other client logins
Whether you're with Dart Capital, Bestinvest, an adviser, or an S&W tax client, your logins remain exactly as you know them. If anything changes, we'll let you know in plenty of time.