MYRATHBONES
RATHBONES FINANCIAL PLANNING ONLINE
our client portals
Financial information at your fingertips
Available to all Rathbones clients
Only accessible to those clients who were formerly clients of Saunderson House Limited.
See all your Rathbones investments in one place using the MyRathbones portal online or on the app.
A single view of your Rathbones Financial Planning advised assets as well as other assets and liabilities contributing to your overall wealth.
- View your portfolio
- Search your investment holdings and transactions
- Read your investment reports
- Send and receive secure messages from your investment team
- Call your investment manager
What is financial planning online?
Investments
View your investments from a portfolio overview, investment account or detailed holdings view.
Net Worth
A single view of both your Rathbones Financial Planning advised assets as well as other assets and liabilities contributing to your overall wealth.
Documents
The documentation library allows you to access your information such as valuations, correspondence or financial advice.
Don't have a MyRathbones login? Contact your investment manager
LOGIN
LOGIN
Do you need help logging in? Contact our help desk at 0800 151 3355
Rathbones Financial Planning online (formerly known as Saunderson House Online) and MyRathbones application/portal differentiate in their covering of different market segments and product types, and therefore different users. The Rathbones Financial Planning application is intended for financial planning clients only whereas MyRathbones provides a more holistic view of an individual's wealth.
The RFP Portal will only be accessible to those clients who were formerly clients of Saunderson House Limited. As part of the Rathbones acquisition of Saunderson House Limited, the client portal has been renamed to Rathbones Financial Planning Online with updated branding to provide you with a consistent Rathbones experience.
The portal is available both online and on the iOS and Google Play app stores. Please note that due to the acquisition of Saunderson House by Rathbones, and the subsequent rebranding of the app, the Saunderson House Online app will be updated from 8th August.
the right portal for you
What is MyRathbones?
Formerly saunderson house ONLINE
One for investment management and one for financial planning.
We have 2 client portals to take advantage of
LOGIN
View your investments from a portfolio overview, investment account or detailed holdings view.
A single view of both your Rathbones Financial Planning advised assets
The Documentation repository allows you access your information such as valuations, correspondence or financial advice.
FINANCIAL PLANNING ONLINE
FORMERLY SAUNDERSON HOUSE ONLINE
LOGIN
See all your Rathbones investments in one place using the MyRathbones portal online or on the app.
View your portfolio
Search your investment holdings and transactions
Read your investment reports
Send and receive secure messages from your investment team
Call your investment manager
MY RATHBONES
THE RIGHT PORTAL
FOR YOU
Rathbones Financial Planning online (formerly known as Saunderson House Online) and MyRathbones application/portal differentiate in their covering of different market segments and product types, and therefore different users. The Rathbones Financial Planning application is intended for financial planning clients only whereas MyRathbones provides a more holistic view of an individual's wealth.
The RFP Portal will only be accessible to those clients who were formerly clients of Saunderson House Limited. As part of the Rathbones acquisition of Saunderson House Limited, the client portal has been renamed to Rathbones Financial Planning Online with updated branding to provide you with a consistent Rathbones experience.
The portal is available both online and on the iOS (hyperlinked) and Google Play (hyperlinked) app stores. Please note that due to the acquisition of Saunderson House by Rathbones, and the subsequent rebranding of the app, the Saunderson House Online app will be updated from 8th August.
I want to know more about MyRathbones
