Online services for advisers
When you register for MyRathbones, you will have access to a range of useful portfolio information, 24 hours a day, seven days a week:
- real-time valuations* - giving you instant access to the value and status of your clients’ investment portfolios
- secure data - your clients’ personal details are safe with us and are delivered by a secure website
- dedicated support - a dedicated team is available to answer any technical queries (8am-6pm Monday-Friday, Saturday 8am -1pm, Sunday closed)
How to register
If you have not signed up for this service and do not have a username and password, please contact your investment manager.
Once you have your registration details, visit MyRathbones to log in.
* data as at previous day’s close
Advisers
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Bespoke portfolio services
Outsourcing without losing control
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Rathbone Greenbank Portfolio Range
Working closely with your IFA, the Rathbone Greenbank portfolio range can be...
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Managed funds service
We offer and ethical managed funds portfolio service.
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Offshore bonds
Our offshore bond service can be provided through a range of wrappers.
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Pension investments
if your clients have pension assets, our investment managers can help.
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Online services for advisers
Access to portfolio information, 24/7.
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Contact us