Intermediaries’ portal help
We have moved to a new, more stable intermediaries' portal with enhanced security. Here are some FAQs to help you along, but if you have any other queries, get in touch with your usual Evelyn Partners contact.
Frequently asked questions
Many of you have been asking us for an intermediaries’ portal that’s quicker, more stable and more secure and we’re really pleased to announce its launch.
We have emailed intermediaries with a link to the new portal and details of how to activate your account. The email contained a reminder of your existing username and instructions on how set up a new password to allow you to log in.
Yes, the new portal URL is https://intermediaries.evelyn.com
As an Intermediary you can emulate clients, send password resets and unlock accounts
Evelyn Partners clients are being migrated to a new client portal too. If your clients are users of the existing client portal, they will be contacted separately on this and migrated around the same time as you are.
A reminder of your username was in your activation email. However if you no longer have this and would like another reminder sent to you, please visit intermediaries.evelyn.com , click Login help and then Forgotten username and follow the instructions.
Please can you check your inbox and spam / junk folders. The email will have come from service@updates.evelyn.com
If you remain unable to locate the email please get in touch with your usual Evelyn Partners contact
If you encounter difficulties with the link please copy and paste the link into the address bar in your browser and see if that works.
Do ensure that you are using a supported browser, for example the two most recent versions of Chrome, Edge and Safari. Or the most recent version of Firebox.
This is assuming standard settings on your browser / device around cookies, cache, privacy and similar.
If you still encounter difficulties please contact your usual Evelyn contact
This feature will be coming in the near future
To create a new password, please visit intermediaries.evelyn.com , click Login help and then Create new password and follow the instructions.
The client portal website will work on the two most recent versions of Chrome, Edge and Safari It will work on the most recent version of Firebox.
The app will work on the two most recent major versions of iOS and Android
This is assuming standard settings on your browser / device around cookies, cache, privacy and similar.