Nucleus Go vs MyBrewin

Go is clear, simple and intuitive and allows you to view detailed information on the value of your portfolio over time. You can view the current valuation of your accounts or portfolio as well as details of the assets you hold. It lets you track performance of your investments over a range of time periods. You’ll have access to commonly-requested information such as money paid in, withdrawals, holdings, gains and losses. You can view all correspondence about your portfolio in one secure online place. Go makes it easy for you to view and download your Nucleus documentation yourself, and to manage your communication preferences online. If you've opted out of paperless communications, then you'll continue to receive everything by post as normal. Please note that to use this app you will require an account on the Nucleus wrap platform and for your financial adviser to have enabled online access to your account. Nucleus Go is for users of the original Nucleus Wrap platform. If you’re looking for the new Nucleus Platform that replaced James Hay Online, you can log in at https://platform.nucleusfinancial.com/

The MyBrewin mobile app offers you the flexibility to view your portfolios on the go. The app is free to download, and you can log in immediately with your existing MyBrewin login credentials. Our app allows you to: • See an overview of your portfolio including the total value of the selected portfolio, estimated income for the next 12 months and the last 12 months performance as a percentage. • View your Portfolios transactions and any estimated future income • View your Holdings and group them to your liking • View the positions of a Holding and the performance of that stock over time • See your portfolio performance on a monthly, quarterly, half-yearly and yearly basis RBC Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444) and regulated in Jersey by the Jersey Financial Services Commission.