Brooks Macdonald

Brooks Macdonald

About this app

Securely view Brooks Macdonald portfolios on your mobile device.

The app brings the InvestBM experience to mobile, giving clients, Independent Financial Advisers and paraplanners secure, convenient access to Brooks Macdonald portfolios anytime, anywhere.

Designed as a streamlined companion to the InvestBM portal, the app provides a clear, mobile‑friendly view of portfolio information to support informed conversations and day‑to‑day oversight.

Log in quickly and securely using Face ID or fingerprint recognition, and explore key information with ease:

•View total market value
•See asset allocation and diversification at a glance
•Track performance over time with clear, interactive charts
•Access key documents such as tax packs, valuations, and contract notes
•Explore detailed holdings and transactions line by line
•Switch to dark mode for comfortable, low‑light viewing

This is a view‑only app. To get started, ensure you are registered on the InvestBM portal.

What’s new

Improvements to the log out experience, with a clearly labelled log out button added to the menu. Please note - on some devices you may need to scroll down on the menu page to locate it.