More clarity and control
More security
More convenience
MyRathbones
Register today for MyRathbones to enjoy the safe, secure view of your investments in one easily accessible place.
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Free-to-download iOS and Android mobile app
What is MyRathbones ?
MyRathbones is your secure digital connection to Rathbones and your investments with us
Providing an online companion to the relationship between you and your investment manager, you can access MyRathbones at any time via your laptop, desktop, tablet or smartphone — whichever suits you best.
Once you’ve followed the simple steps to register, you can:
Update your personal details
Make direct calls to your investment manager from the application
Send and receive secure messages with your Rathbones investment team
Review your latest reports
See your individual holdings and transactions
View your portfolio
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:
Hover to learn more
By authenticator app
You can set up and use your preferred authentication app on your smartphone or as an internet browser extension
By telephone
We can call you on your landline and you will hear a six-digit code
By text message
We can send you a six-digit verifification code by text message
Watch our short MyRathbones demonstration video
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:
Follow 7 easy steps
Mail
Weather
Maps
News
Clock
Note
Photo
List
My Rathbones
7
6
5
4
3
2
1
MyRathbones App
1
Please click “MyRathbones App” on your mobile phone to see next step.
Temporary username and password
2
2612879535
**************
Enter your temporary username and password (valid for 14 days). Next click "Sign in" button.
Back to step 1
New password
3
**************
**************
Create a new password — this will automatically prompt you to select your preferred authentication method to generate a six-digit authentication code.
After that click "Next" button.
Back to step 2
Authentication code
4
**************
Enter the six-digit authentication code. After that click "Next" button.
Back to step 3
New username
5
John Smith
Create a username that you will use in future when you log in. After that click "Next" button.
Back to step 4
Terms and Conditions
6
Review and Terms and Conditions. Next click 'Accept".
Back to step 5
Security
questions
7
Select "Choose from a list" or "Create my own" and answer questions in case we ever need to verify your identity.
Back to step 6
is ready!
MyRathbones
My Dashboard
You are now ready to use MyRathbones.
Return
Back to step 7
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
Register
Helpdesk availability +
Monday to Friday 8.00 am – 6.00 pm
(excl bank holidays).
For assistance, please
call our helpdesk
on 0800 151 3355
If you would like to register for MyRathbones contact your investment manager today. Existing clients can log into MyRathbones here.
If you would like to register for MyRathbones contact your investment manager today. Existing clients can log into MyRathbones here.
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If you would like to register for MyRathbones contact your investment manager today. Existing clients can log into MyRathbones here.
