Track your investments with MyRathbones

Our secure online portal and app gives you a clear view of your investments, wherever you are.

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A woman smiles while using the MyRathbones smartphone app to check on her investments

What is MyRathbones?

MyRathbones is our secure online portal and app, designed to give clients a clear view of their investments with us.

You can track your performance, access key documents and stay up to date, whenever it suits you. You can also contact your investment team directly, all in one place.

Log in to MyRathbones through your browser, or download the free mobile app by scanning the QR code below.

For Apple devices

Download on the App Store

The Download on the App Store badge

A QR code to the MyRathbones app in the Apple App Store

For Android devices

Download on Google Play

The Get It On Google Play badge

A QR code to the MyRathbones app in the Google Play Store
Need help logging in? Call the helpdesk. 
+44 151 243 7677

Monday to Friday 8:30am to 5:30pm
Saturday 9am to 3pm
(excluding bank holidays and Sundays)

MyRathbones key features

A view of the MyRathbones app showing the secure log in functionality, such as Face ID
Log in securely with multifactor authentication
A view of the MyRathbones app showing a user's investments over time and total value
Track your investments’ performance
A view of the MyRathbones app showing a user's total portfolio value and breakdown of the investments
View your total portfolio value, securities and cash
A view of the MyRathbones app showing the documents and reports a user can access and download
Access and download your latest reports
A view of the MyRathbones app showing upcoming interest and dividend payments
Check your future interest and dividend income
A view of the MyRathbones app showing the user's investment team who they can send direct messages to
Securely contact your investment team
A view of the MyRathbones app showing a user's personal profile where they can update their details and preferences
Update your personal details and preferences
A view of the MyRathbones app showing the latest market trends and articles
Learn about market trends from our experts

How to register for MyRathbones

As part of your client onboarding, we will send you an invite to MyRathbones via email. This will contain a temporary username and password and instructions to complete your onboarding.

If you haven’t received your email invite, please contact your Investment Manager.

If you’re not a client yet, but would like learn more, get in touch.

Get in touch

Log in securely with multi-factor authentication

We use multi-factor authentication to give your account an extra layer of security. When you log in, you can verify your identity by text, phone call or authenticator app – whichever you prefer.

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By text message

We can send you a six-digit verification code by text message

An icon of a telephone handset and a speech bubble coming out of it

By telephone

We can call you on your landline and you will hear a six-digit code

An icon showing an authenticator app on a smartphone in front of an internet browser window

By authenticator app

You can set up and use your preferred authentication app on your smartphone or as an internet browser extension

Frequently asked questions

Popular questions about MyRathbones

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