When switching from using Investec Online to MyRathbones, you'll continue to enjoy a range of useful features to stay in touch with your investments. You'll also gain access to some new capabilities to further enhance your online experience.
— View your portfolio, including transactions and holdings, along with their value over time.
— Access important documents such as valuations, tax packs and contract notes.
— Visibility of your future earning calendar to gain sight of upcoming dividend and interest payments.
— Capability to securely communicate with your investment management team via message.
Your investments will become visible within MyRathbones once your assets are migrated from Investec Wealth & Investment (UK) to Rathbones. Until that point, they will be visible within Investec Online. Please note, there will be a period of two days, when the assets are initially migrated, where they won’t be visible in either platform. We apologise for any inconvenience this may cause.
If you hold both Investec Wealth & Investment (UK) accounts and Investec Bank accounts, you will maintain access to Investec Online. In the future, once your investments are migrated to Rathbones, you will manage your investments through MyRathbones, but your Investec Bank accounts will continue to be managed via Investec Online.
Please visit myrathbones.com and log in using your temporary credentials. Upon logging in, you will be prompted to set up a new username and password. If you don’t already have temporary credentials, these can be requested by contacting your investment manager.
MyRathbones can be viewed on a desktop, smartphone or tablet and will work on most modern mobile devices. Dedicated mobile apps are available and can be downloaded from the iOS (Apple) App Store or Google Play. You can access the MyRathbones web portal on a tablet or smartphone web browser using the same login process as on a laptop or desktop.
We take protection of your personal data very seriously. Your information is encrypted and can only be accessed by you.
We use industry standard two-factor authentication that is compliant with the Strong Customer Authentication regulations and all access to our systems is constantly monitored.
MyRathbones uses two-factor authentication which requires a second one-time authentication code to be sent to a device in your possession, each time you log in. The methods of two-factor authentication we use are SMS, Landline and Authenticator App. For SMS and Landline options, this code will be sent to you using the phone number we have on record for you. We will use your email to send you your temporary login credentials when you first register for MyRathbones and may also use it to help reset your username or password if required. We will not share your details within Rathbones or with third parties or use them for other purposes unless you ask us to do so.
Only access MyRathbones via myrathbones.com or by accessing our app from the iOS (Apple) App Store or from Google Play. Do not share your MyRathbones login details (username, password) or mobile device and/or computer used for two-factor authentication with anybody. Rathbones will never ask you for your password. Please log out of your MyRathbones session when you are finished and close your browser. If you use a shared or public computer to access your details on MyRathbones, do not enable that computer to remember your login details.
If you use a shared mobile device with Touch or Face ID, remember that any fingerprints or faces that are registered on that device can be used to open the app and access your information.
If you suspect that your login details may have been compromised and you still have access to your two-factor authentication mobile telephone or computer, then please immediately change your password via MyRathbones and contact our helpdesk on 0800 151 3355 Monday to Friday: 8am to 6pm (excluding bank holidays).
To reset your password, click on the ‘forgot your password’ link located on the login screen, and follow the instructions. If you have forgotten your ten-digit user ID or username, click on the ‘forgotten your username’ link and follow the instructions. If you need further support, please contact our helpdesk on 0800 151 3355 Monday to Friday: 8am to 6pm (excluding bank holidays).
Your SMS and landline verification code will expire after 3 minutes.
Yes, but details must be updated for each of the funds you wish to amend. Select the fund you would like to update these details for and navigate to the Details page to view and edit bank accounts or connected persons. Once you have selected and confirmed the required amendments, they will be sent to your investment team and updated in our systems.
Click on the My Profile icon and select Edit Profile, our records will then be updated.
Yes, navigate to the My Reports page and select the report you would like to view or download.
Yes, your session will automatically expire after 1 hour. If your device remains idle, you will be logged out after 40 minutes, unless your session expires sooner.
Messages and attachments can be sent by clicking on ‘My Message’ and ‘Create new’ or ‘Show contact list’ and ‘Send message’.
A red dot will be shown on the My notifications (bell) icon to indicate you have received a secure message. Click on My Messages to access your secure messages.
When using a desktop, laptop or tablet, the logout button can be found on the top right of the screen. When you hover over the button with your mouse you will see the ‘Logout’ option. When using the mobile app, open the side menu via the icon on the top left of your device. Here you will see ‘Logout’ as an option at the bottom of the menu.
Please contact your investment management team or our helpdesk on 0800 151 3355 Monday to Friday: 8am to 6pm (excluding bank holidays).
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you.
Rathbones Group Plc
30 Gresham Street
London
EC2V 7QN
© 2025 Rathbones Group Plc
Incorporated and registered in England and Wales.
Registered number 01000403
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.