Submitting feedback
- 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 how to submit feedback about the Evelyn Partners client portal.
How to submit feedback
After logging into the client portal, you'll see a Feedback tab positioned midway down the right-hand side of every screen, as highlighted in the screenshot below. Select the tab to open the widget.
Tell us about your experience
On the next screen, type your comments in the Tell us about your experience… box, then select Next.
Leave your contact details (optional)
If you’re happy for us to follow up, enter your email address and click Next. If not, select Skip.
Confirmation
You’ll see “Thank you for sharing your feedback with us!” Select Close to return to the portal.
Rate the portal
The first screen asks How would you rate your experience? Choose one of the five faces to rate your experience. Your selection moves you to the next step.
| Note:to make sure we can follow up on your feedback and provide a proper resolution, please include your contact email when you send it. Without your email, we won’t be able to confirm your details or reach out to continue the conversation. |