MyRathbones
More Convenience
If you would like to register for MyRathbones contact your investment manager today.
Free-to-download iOS and Android mobile app
ONCE YOU’VE FOLLOWED THE SIMPLE STEPS TO REGISTER, YOU CAN:
View your portfolio
See your individual holdings and transactions
Review your latest reports
Send and receive secure messages with your Rathbones investment team
Make direct calls to your investment manager from the application
Update your personal details
FOR COMPLETE CONVENIENCE, MYRATHBONES IS ALSO AVAILABLE AS A FREE-TO-DOWNLOAD MOBILE APPLICATION FOR IOS AND ANDROID.
MULTIPLE WAYS TO PROTECT YOUR DETAILS
To keep your information more secure than ever, we safeguard access to MyRathbones with the latest multi-factor authentication, allowing you to decide the most convenient option for you. You can choose to access the platform in any of the following ways:
By Text Message
By Telephone Call
Authenticator App
Watch our short myrathbones demonstration video below
WITH THE MOBILE APPLICATION, YOU CAN USE BIOMETRIC FINGERPRINT IDENTIFICATION OR FACE ID TO MAKE THINGS EVEN QUICKER AND EASIER.
THE STREAMLINED SUCCESSOR TO RATHBONES ONLINE
MyRathbones replaces our Rathbones Online service. If you were previously a Rathbones Online user, when you register for the new service you’ll find a wider range of features, significantly upgraded security and more regular updates to enhance and expand functionality.
HOW TO GET STARTED?
It couldn’t be easier to get up and running with MyRathbones.
When your temporary log-in details arrive, click through to the platform using the link in the email we’ll send you. You’ll then be guided through these simple steps:
1. MYRATHBONES APP
2. TEMPORARY USERNAME AND PASSWORD
3. NEW PASSWORD
4. AUTHENTICATION CODE
5. NEW USERNAME
6. TERMS AND CONDITIONS
7. SECURITY QUESTIONS
MyRathbones is ready!
WHAT HAPPENS NEXT?
As part of your client onboarding, we will email you temporary log-in credentials to access MyRathbones which are valid for 14 days. If you don’t receive your temporary log-in credentials or you would like to register for MyRathbones, please contact your investment manager or onlinehelp@rathbones.com
.