Client logins
Important notice
We're gradually moving ex-Smith & Williamson clients over to our new Evelyn Partners Client Portal to give you an improved and more seamless experience. This transition is happening in groups, starting with selected locations. If you're part of a scheduled move, we will be in touch to let you know what’s happening and what to expect. You’ll then receive an email with a dedicated link needed to make the switch.
Our first group of clients moving to the new portal will be from the Glasgow office. If you're not sure which office looks after you, please get in touch with your adviser and they’ll be happy to help.
When it’s time, you'll be directed to the new portal where you'll set up brand new login credentials – for security reasons your old details won’t carry over. The process is quick, secure and we’ll support you every step of the way.
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.
