Your personal, customisable view of your financial matters. The dashboard includes access to your investments, other assets contributing to your net worth and insurances.
You can customise your dashboard and decide which elements of your portfolio are most important to you.
Portfolio
The portfolio area brings all of your Rathbones advised investments together. Your investments can be displayed from a high-level account overview down to a more detailed view of your investment holdings including unit holdings and price history.
Net Worth Overview
The Net Worth section provides a view of both your Rathbones advised assets as well as other assets and liabilities contributing to your overall net worth in one place.
Document Vault
Your adviser will upload valuations, correspondence or financial advice relevant to your portfolio. Secure access to a respository of your documentation on your desktop, mobile or tablet, whenever you need it.
Insurances
The insurances area is a convenient place to view the details of your protection plans.
It displays detailed information on any policies, such as life assurance, income protection and critical illness, that you may hold.
If you have forgotten your password, enter your user name below and click the reset button and we will email you a link to enable you to reset it.
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If you have forgotten your username, enter your email address below and click the request button and we will email it to you.
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If you have forgotten your password click here to reset it.
If you have forgotten your username click here to request it.
If you have forgotten your memorable word or would just like to reset it, please click the reset button below and we will email you a link to enable you to this.
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To reset your , please enter your username and answer your security questions below, Then click the button. Once your answers have been validated, you will be asked to enter a new .
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