Account activation process - Migrated user

This purpose of this guide is to explain how to activate your account on the new Evelyn Partners Client Portal.

Activation process

To activate your account, you will need your username* to create a new password.

*IMPORTANT: You should have received and email from us inviting you to activate your account. This email includes your username.  Please check your inbox for this email including your junk/spam inbox. If you are having difficulties finding this email, contact your adviser or call us on 020 7189 9950.

1. Click here to go directly to the create a new password screen.

You will be presented with a page asking you to enter your username.

2. Enter your username and press submit.

You will then be sent an email that contains a link to create your new password.

3. Click on the ‘Create a new password’ button.

You will then be taken to a screen to create your new password.  Create a new password and verify it by using the ‘New password’ and ‘Confirm password’ boxes.

Your password must contain at least 8 characters: one lowercase, one uppercase, one number and one special character such as @ # $ %

Click Submit to confirm the new password

4. You will now be logged into the new client portal for the first time

Tip: Logging out of the client portal

When you have finished using the client portal, it is important to end your session properly by logging out. Please do the following:

1. Click on the drop-down arrow next to your name in the top right corner of the screen

2. Click ‘Log out’

You will now be disconnected from the client portal.