See all your Rathbones investments in one place using the MyRathbones portal online or on the app
Portfolio visibility
View your portfolio and see your individual holdings and transactions
Reporting
Review your latest reports
Secure communications
Send and receive secure messages with your Rathbones investment team
Make direct calls to your investment manager from the application
Update your personal details
Login
Access MyRathbones on your device's browser
Add the MyRathbones app to your device
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.
Login
Access Financial Planning Online on your device's browser
Add the Financial Planning Online app to your device
Access and manage your Donor Advised Fund
The Rathbones Donor Advised Fund (DAF) platform combines philanthropic flexibility, tax advantages, and investment choice, all managed through an intuitive online portal. It’s ideal for clients who want a structured, efficient way to give while maintaining control over timing and strategy.
Request charitable grant recommendations
Make additional contributions