My Wealth
- How to get help
- Account activation process
- 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
The purpose of this guide is to provide an overview of the My Wealth tool in the Evelyn Partners client portal.
My Wealth
The My Wealth tool provides an overview of your net worth in one place. From here, you can see your assets such as property, cash and investments, as well as pension values and any liabilities.
To access the tool, log in to the client portal, click on the Tools menu item and the from the drop-down menu click My Wealth
| Tip: If you do not see this option on the landing page after logging in, please get in touch with your usual Evelyn Partners contact to discuss getting access to this functionality. |
My Wealth details
The My Wealth details page provides a summary of your net worth as shown below. Your net worth is made up of your assets and pensions, minus your liabilities.
Assets are categorised and further information about a category can be viewed by clicking on the arrow next to the % of total assets column. Clicking on the arrow to the right of the asset class will drill down to a sub-level providing a description of the asset and its value.
Selecting a specific category opens a detailed view showing the total value of that category, its share of your overall net worth, and a breakdown of the individual items it contains.
