Available to clients of the Brewin Portfolio Service (BPS). The BPS App allows clients of Brewin Dolphin around the clock real-time access to their:
• Dashboard: a simple overview of your accounts and a value of your portfolio
• ISA Allowance: details how much you have used of your current ISA allowance
• How My Money is Invested: a detailed breakdown of your holdings across the different asset classes in which they are invested
• My Investments Value Over Time: a month by month snapshot of your valuation over the last 12 months
• Activity: details all your transactions in the last 12 months. Please note the dates are shown in mm/dd/yy
• My Investments: drill down into your individual accounts, highlighting details of the fund selection and the gain/loss for each investment within your portfolio.
• Linked Accounts – view all portfolios you are linked to
Already a client of BPS? If so, use the same username and password to get started in the App.
If you can’t remember your login details, get in touch with our Customer Services Team who will be delighted to help.
UK: 0333 207 9003
E:
[email protected]
The following clients only can use the BPS App:
• Brewin Portfolio Service