MyRathbones

Rathbones Group Plc

About this app

Our tradition of thinking, acting and investing responsibly has been with us from the beginning and continues to lead us forward. Available to Rathbones investment management clients. The MyRathbones app allows you to view your investments and much more on your smartphone securely.

We use the latest two-factor authentication as well as Touch and Face ID to keep access to your information secure.

Once registered and logged in, you can use the app to:

• View your portfolio value and income
• See your individual holdings and transactions
• Review your latest reports
• Update your personal details
• Contact your Rathbones investment team

If you have any questions or problems accessing the app, please contact: [e-mail]

Rathbone Investment Management Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Rathbone Investment Management International Limited is regulated by the Jersey Financial Services Commission. Rathbone Investment Management International Limited is not authorised or regulated by the Financial Conduct Authority or the Prudential Regulation Authority in the UK.

What’s new

– Set your default perspective (LED, asset class or sector) for each portfolio, rather than across your entire account.
– View your portfolio’s value over time and net total return on the performance page with new time periods, year-to-date (YTD), 1 year and 3 years.

Previously:

– Portfolio performance is now shown as net total return (%) instead of value over time (£) by default.
– View unrealised gain or loss as a percentage on your holdings and historic valuation pages