MyRathbones
iOS Universel / Finance
Our tradition of thinking, acting and investing responsibly has been with us from the beginning and continues to lead us forward.
The MyRathbones app allows you to view your investments and much more on your smartphone securely.
We use the latest multi-factor authentication as well as Touch and Face ID to keep access to your information secure.
You can use the app to:
• View your portfolio value and income
• See your individual holdings and transactions
• View portfolio value over time
• See historic valuations
• Access the latest Rathbones knowledge and insight articles
• Review your latest reports
• Update your personal details
• Contact your Rathbones Investment Team
If you have any issues, please contact our Client Helpdesk on 0800 151 3355, available Monday to Friday 8am to 6pm and Saturday 8am to 1pm (excl. bank holidays).
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.
Quoi de neuf dans la dernière version ?
What's new in MyRathbones:
Updated default perspective – Your default perspective is now set at a portfolio level. This means your view now reflects each portfolio individually, rather than applying one setting across your entire account. You can apply different views (LED, asset class or sector) to each portfolio.
New time periods available – 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.
– Refreshed typography, colours, gradients, iconography and backgrounds.
– Smoother onboarding and login experience with a cleaner design.
– Merged Investec Wealth & Investments clients can view historical Investec valuation documents within Reports.
