Introducing MyRathbones - our new digital service

What is MyRathbones?

MyRathbones is offered as a web-based service that can be viewed on a desktop or tablet and also as a smartphone Android or iOS (Apple) app.   MyRathbones will be your digital 'doorway' into Rathbones. It:

• is easy to use
• is built using solid, secure technology
• enables you to correspond with your investment team securely
• allows us to add more relevant features and content over time

  Watch our short MyRathbones demonstration video below:

We expect that you might initially choose to use MyRathbones for everyday tasks such as checking your portfolio balance, viewing a valuation report, or sending a secure message to your investment manager.

Our intention is that MyRathbones will very much complement the personal service you receive from your investment manager and team, rather than replace it.

The latest technology to keep your data secure

We have introduced what is known as ‘two factor authentication’ which helps us confirm your identity. Security of your data is paramount to us, and this method has already been adopted by many financial institutions to provide a higher degree of online protection. With the world awash with passwords and keychains, you may also be pleased to know that we will be making it easier to reset your password too, should you need to do so.   There are three authentication methods to choose from when you first sign in and change your temporary password:  

1. By text to a mobile telephone – Confirming your identity by text message to the mobile phone number we have on record for you each time you login.
    
2. By Authenticator app - You can set up and use your preferred authentication app on a smartphone or as an internet browser extension.  
    
3. By telephone - We can call you on the landline number we have on record for you and you will hear a six-digit code. The code  will be used to access MyRathbones. 

What happens next?

For new Rathbones clients, as part of your account opening, 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.

For existing Rathbones clients requiring access please contact your investment manager for more details.

Helpdesk information

For assistance, you can also call our helpdesk on 0800 151 3355. Available: 

Monday - Friday: 8am –6pm
Saturday: 8am – 1pm 
Sunday: Closed

 

Already registered for MyRathbones?

Clients who have already registered for MyRathbones can login and access their online portfolio here.

Useful resources