Online services

Providing reporting that is simple, transparent and easy to access reflects our commitment to building a relationship that works for you. We place equal importance on keeping client data safe, through confidentiality and information security.

You won’t have to pick up the phone every time a client wants an update on their portfolio. Your investment team will provide you with regular progress reports and you can get current valuations instantly through our online service. You can also analyse portfolios and compare present and prior years. Everything you need is in one place.

Our online services are dedicated to providing you with daily online access to your portfolios.

If you are not signed up for this service and do not have a username and password, please contact your investment manager.

Once you have your registration details, visit to log in.

If you are already signed up for this service and need assistance logging in, please contact our Online Helpdesk on
0800 151 3355 (UK) or +44 (0) 800 151 3355 (International). Alternatively, you can email us

Our offices

London office
Rathbone Investment Management
8 Finsbury Circus

Get directions
020 7399 0800