Portal Page

Our Client Portals

One for investment management and one for financial planning.

Don't have a MyRathbones login? Contact your investment manager

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MY RATHBONES

Do you need a login? Contact our help desk at xxx-xxx-xxx

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FINANCIAL PLANNING ONLINE

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

See an overview of your net worth, including all of your Rathbones and non-Rathbones assets - A single view of both your Rathbones Financial Planning advised assets as well as other assets and liabilities - Link other investments to get a complete view of your finances - Read your investment reports and valuations

FORMERLY SAUNDERSON HOUSE ONLINE

Finding 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 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.