Walker Crips

Welcome to the Walker Crips Client Portal app. The app provides clients of Walker Crips Investment Management with all the functionality afforded by our web-based Client Portal, giving you easy access to your investment portfolio alongside correspondence relating to your account(s) on your Android mobile device or tablet.

Key features:

Account overview: Get a clear overview of your investment portfolio, including asset and cash balances and overall valuations.

My holdings: A breakdown of each of the individual holdings in your portfolio, displaying the number of units held, the cost of the holding, its current price* and your gain/loss.

Transaction history: Track and review your investment transactions with our comprehensive Transaction History page.

Communications: Stay organised and informed with this feature which conveniently lists all important account-related correspondence, such as trade confirmations, statements and letters.

Account management: Take control of your account with our Account Management section, enabling you to easily update contact details, manage linked accounts and regularly change your password for added security.

At Walker Crips, we are committed to providing exceptional investment management services. Our app is designed to offer you a seamless and intuitive experience, combining convenience with powerful features.

*Current price is based on 15-minute delayed price, or last available price as provided by our market price vendor. Walker Crips Investment Management Limited cannot be held responsible nor liable for the accuracy of the price data. If you notice market price discrepancies, please notify your investment manager.

Important information

The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this app description constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange. Registered office: Old Change House, 128 Queen Victoria Street, London, EC4V 4BJ. Registered in England and Wales number 4774117.