The Lewis iPhone/iPad App offers you the flexibility and convenience of accessing your investment portfolio directly from your mobile device, as well as being able to view your personalised recommendations, sign digital application forms on-the-go and allow you to communicate with us securely.
- Interactively access your Investment portfolio anytime, from anywhere
- View your previous valuations and recommendation reports
- Digitally sign application forms and documents
- Secure message your adviser directly or receive information from us
- Upload photos or documents to us securely from your phone or iPad.
- View your recent transaction history
- Log in to your account using fingerprint or Face ID biometrics (if your device supports these)
Your existing client portal username and password will work for the new App, or should you require your user details for the first time or if you need any further technical information please contact ITadmin@lewisinvestment.co.uk or call 01202 718400.
Note: Requires iOS 10.0 or later. Compatible with iPhone, iPad and iPod Touch.