Our client portals

Financial information at your fingertips

    See all your Rathbones investments in one place using the MyRathbones portal online or on the app.

     

    Download on the App store Download on Google Play

    A single view of your Rathbones Financial Planning advised assets as well as other assets and liabilities contributing to your overall wealth.

     

    Investments

    View your investments from a portfolio overview, investment account or detailed holdings view.

    Net worth

    A single view of both your Rathbones Financial Planning advised assets as well as other assets and liabilities contributing to your overall wealth.

    Documents

    The documentation library allows you to access your information such as valuations, correspondence or financial advice.

    Download on the App store Download on Google Play