Netwealth

The Netwealth app has been designed exclusively for our clients. It provides them with the flexibility to access their investment accounts and share messages with the Client Service Team.

The app can be accessed using PIN, Touch ID or Face ID for secure authentication.

Key features of the app include:

Accounts
- Quick view of all your accounts in one screen, including value and risk level
- Access each portfolio individually for a more detailed look
- Interactive view of portfolio value and contributions, with customisable timeframes
- Review a breakdown of the asset allocation for each portfolio
- Interactive chart of investment returns, with customisable timeframes

Messages
- Send and receive secure messages direct to our Client Service Team
- Take photos of documents from whilst in the Netwealth app and attach them to your message
- Upload documents as attachments and send them securely

The Netwealth app is currently only available for use by clients of Netwealth. By tapping ‘Install’ you consent to the installation of this app.

If you are not already a client, go to www.netwealth.com to find out more about our award-winning wealth management service, and follow the simple registration process to open an account.

Remember when investing your capital is at risk. The value of your investments may go down as well as up, so you could get back less than you invested. Netwealth is authorised and regulated by the Financial Conduct Authority with firm reference number 706988.