MyRathbones vs Canaccord Wealth

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.

Key features of our app: - A dashboard providing your investment portfolio’s current value, asset allocation and performance (where applicable) - Drill down from your dashboard to see all your underlying holdings - See your money going in and out of your dealing and income accounts - A secure place for all your important documents such as quarterly valuations and contract notes - Secure messaging to directly contact to your Investment Manager."