The Parmenion app
Everything you need to know about our app - from secure account login to taking a closer look at your investment performance.
- Parmenion don’t offer financial advice.
- Past performance doesn’t guarantee future returns.
- Investments can go down and up, and you may get back less than you invest.
- There’s no guarantee that the investments will meet their objectives.
Your wealth, your way – anytime, anywhere
Managing your investments shouldn’t be complicated. That’s why the Parmenion app brings together valuations, performance, documents and updates in one secure place.
Here’s a quick look at the key features designed to help you stay in control of your investments, wherever you are.
Stay on top of your portfolio - instantly see valuations, asset allocations, transactions in progress, and other key details in one place.
Take quick actions with ease - update your expression of wish details, approve changes like Direct Debits in just a few clicks, and more.
Track performance at a glance - with clear charts showing your portfolio over time, cash flow insights, and charges.
All your documents in one hub - see everything from your quarterly report packs and SIPP annual statement to letters and confirmations.
Security you can trust - with Multi Factor Authentication (MFA) for an extra layer of security and linked accounts for your whole family.
Support on the go - find answers fast with our useful FAQs section or contact your adviser directly through the app.
See it in action
Watch our quick video for a preview of what to expect. Or, if you're ready, download our app to get started now.
Head to the App Store if you’re an iPhone user, or the Google Play store for Android.
MFA - our extra layer of security
Multi-factor authentication (MFA) adds extra protection to your account by asking for two pieces of evidence to confirm it’s really you. That means using something you know (like your username and password) and something you have (such as an app on your mobile).
Find out how to turn on MFA.
Need help getting set up?
Check out our handy Welcome to Parmenion Online guide, and you'll be set up in just a couple of minutes.