Nucleus Go vs MyRathbones

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/

Our tradition of thinking, acting and investing responsibly has been with us from the beginning and continues to lead us forward. The MyRathbones app allows you to view your investments and much more on your smartphone securely. We use the latest multi-factor authentication as well as Touch and Face ID to keep access to your information secure. You can use the app to: • View your portfolio value and income • See your individual holdings and transactions • View portfolio value over time • See historic valuations • Access the latest Rathbones knowledge and insight articles • Review your latest reports • Update your personal details • Contact your Rathbones Investment Team If you have any issues, please contact our Client Helpdesk on 0800 151 3355, available Monday to Friday 8am to 6pm and Saturday 8am to 1pm (excl. bank holidays). Rathbone Investment Management Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Rathbone Investment Management International Limited is regulated by the Jersey Financial Services Commission. Rathbone Investment Management International Limited is not authorised or regulated by the Financial Conduct Authority or the Prudential Regulation Authority in the UK.