MyRathbones

MyRathbones

For you and your investments

3 ratings
19 reviews
Free

Details

  • Released
  • Updated
  • March 15, 2021
  • May 14, 2026
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About

Securely access and manage your investment portfolio on your smartphone. View portfolio value, holdings, transactions, and historical data. Stay informed with market insights and contact your investment team directly.

View portfolio value and income
See individual holdings and transactions
Track portfolio value over time
Access market insights and articles
Review latest reports
Update personal details
Contact investment team
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What's New in MyRathbones

1.31.0

May 14, 2026

Welcome to the latest version of MyRathbones. We continue to make regular enhancements based on your valuable feedback. This new version includes minor enhancements and bug fixes. We hope you enjoy using our app!

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User reviews

Terrible App

As a user of the Investec App previously, this represents a major downgrade and personally I find unusable. The web version is ok, but it looks they have taken the design and tried to cram it into the App and it just doesn’t work. They should start again using the Investec framework as a base and build from there.
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Keeps logging me out

Really disappointed with the app. Keeps logging me out and logging back in is very hit and miss. Needs to get sorted asap

Why no landscape view

This app is not as good as the investec app we had before. There is less information available. However, the most frustrating things is having to contort every time I open it as it is fixed in portrait mode and can’t be viewed in landscape. Many people have keyboards on their iPads which means that you are automatically going to be wanting to view in landscape so why does this not exist.
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So frustrating

Started using this app as my investments were transferred from Investec following the merger. Well the app does allow me to look at portfolios - but not all of mine. Several months down the line there are still 2 portfolios that I can’t see (curiously not the 3 that I’ve yet to receive the “we’ve completed the transfer” letter about.) I can still view my wife’s portfolios and she has yet to receive the invitation/link to allow her to get online access. Of the portfolios that I can view I’m unable to immediately identify various ones for grandchildren without clicking into them as my name takes up the whole space. Would it be too much to expect previous performance data to be imported from pre-merger? The information is all available……. The Investec app was so much cleaner, easy to navigate and intuitive that this one feels like a really retrograde step
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Rathbones Newcastle

James, John and the team have provided us with superb advice and service over the many years we have dealt with them. Very highly recommended and I’m an ex IFA.

Developer apps

FAQ

How secure is MyRathbones?

MyRathbones uses the latest multi-factor authentication, along with Touch and Face ID, to ensure secure access to your investment information. This robust security approach helps protect your sensitive financial data.

What devices can I use MyRathbones on?

MyRathbones is available for both iPhone and iPad devices. This allows for convenient access to your investments across your Apple mobile devices.

How often is MyRathbones updated?

The latest version of MyRathbones is 1.28.0, last updated on January 29, 2026. Regular updates ensure the app remains secure and functional, with potential for new features and improvements.

What financial information can I view in MyRathbones?

You can view your portfolio value and income, individual holdings and transactions, and portfolio value over time. The app also provides access to historic valuations and your latest reports.

Can I get financial advice through MyRathbones?

While MyRathbones provides access to Rathbones knowledge and insight articles, it is primarily a tool for viewing your investments. For personalized advice, you can contact your Rathbones Investment Team directly through the app.

What is the age rating for MyRathbones?

MyRathbones has an age rating of 4+. This indicates it is suitable for a wide range of users, with no specific age restrictions beyond general app store guidelines.

How do I contact support for MyRathbones?

If you encounter any issues with MyRathbones, you can contact the Client Helpdesk on 0800 151 3355. They are available Monday to Friday from 8 am to 6 pm, and Saturday from 8 am to 1 pm (excluding bank holidays).

Does MyRathbones offer investment recommendations?

MyRathbones provides access to Rathbones' knowledge and insight articles, which can inform your investment decisions. However, the app itself does not offer direct investment recommendations.