Legal information

• How to get help
• Account activation process - Migrated user
• Login process
• Messaging on the client portal
• Messaging on the mobile app
• Forgotten details
• Unlocking your user account
• Landing page and navigation
• My profile
• My Wealth
• Portfolio details
• Documents
• Minimum system requirements
• Legal information
• Submitting feedback
• Mobile app - Features overview
• Mobile app - First time setup or reinstallation

This purpose of this guide is to explain how to get access to legal information when using the Evelyn Partners client portal.

The Legal link

Once you have logged into the client portal, you can access the legal information by clicking on the Legal link on the portal menu. The Legal page will then open in a new browser tab.

What's on the Legal page?

The Legal page contains important information for you as an investor and user of the client portal including privacy notices, legal and regulatory details, website conditions and risk warnings.