When you register for our online service, you will have access to a range of useful portfolio information, 24 hours a day, seven days a week:
- real-time valuations* - giving you instant access to the value and status of your clients’ investment portfolios
- secure data - your clients’ personal details are safe with us and are delivered by a secure website
- dedicated support - a dedicated team is available to answer any technical queries (8am-6pm Monday-Friday, excluding bank holidays)
How to register
If you have 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 rathbonesonline.com to log in.
* data as at previous day’s close