Crocus Wealth

Crocus Wealth gives you a clear, secure view of your investments, wherever you are. Built for existing Crocus Wealth clients, the app brings your portfolio valuations and your adviser's contact details together in one place — no paperwork, and no waiting for your next statement. SEE YOUR PORTFOLIO View the current value of every plan you hold, with the provider, policy number and the date it was last valued. Your overall total is shown at the top, and you can pull down to refresh whenever you want an up-to-date figure. REACH YOUR ADVISER Your adviser's name, photo, email address and direct phone number are always to hand. Tap once to call or email them — no hunting through old correspondence for the right number. STAY INFORMED Receive occasional market updates and tips as notifications. You're in control: turn them off at any time in Settings. SIGN IN SECURELY Access is protected by your password plus a single-use verification code sent to your registered email address. Once you're set up, you can unlock the app with your fingerprint or face instead of typing your password each time. Your signed-in session is excluded from device backups, so it isn't copied off your phone. YOUR DETAILS Check the name and email address held on your account, and set a profile photo. If anything looks wrong, the app shows you how to get it corrected. DESIGNED TO BE READABLE The app follows your device settings, including larger text sizes and screen readers, and supports both light and dark themes. BEFORE YOU DOWNLOAD This app is for existing Crocus Wealth clients. You will need the account details we have provided in order to sign in. If you are not yet a client, or you need help getting access, please get in touch and we will be glad to help. Crocus Wealth [email protected] 01277 487920 The value of investments can fall as well as rise, and you may get back less than you invested. Valuations shown in the app are provided for information only and do not constitute financial advice. Figures are supplied by your product providers and may not reflect transactions still in progress.