Everything you need

Everything you need, at your fingertips

Once you’ve signed up to the Lloyds Wealth app, not only will you be able to access your investments online, but you’ll also discover a whole range of useful support services designed to keep your financial plan on track.

Useful support services

Always know your investment performance

Stay up-to-date with the current valuations of your Lloyds Wealth investments. Monitor how your investments are performing at any time.

Keep in touch - easily

Find your advice team's contact details and call or email them directly within the Lloyds Wealth app. Keeping in touch has never been easier.

See the full picture

Add details of financial products held elsewhere to have a single, clear view of your finances. The Lloyds Wealth app helps you see the full picture.

Keep your details safely up to date

Check and update all your personal details directly on the Lloyds Wealth app. This ensures we always have your most up-to-date information.

Share important documents securely

Safely and easily share important documents with your adviser by uploading them to the Lloyds Wealth app. Your documents are secure and accessible.