Our app brings your InvestBM experience to mobile, giving you secure access to your Brooks Macdonald portfolios—anytime, anywhere.

Exclusively for Brooks Macdonald clients, the app mirrors your InvestBM portal in a streamlined, mobile format—designed for clarity, convenience, and peace of mind.

Log in quickly and securely using Face ID or fingerprint recognition, and explore your investments with ease:

• View total market value and all Brooks Macdonald portfolios linked to your account
• See asset allocation and diversification at a glance
• Track performance over time with clear, interactive charts
• Access key documents such as tax packs, valuations, and contract notes
• Explore detailed holdings and transactions line by line
• Switch to dark mode for comfortable, low-light viewing

This is a view-only app. To get started, ensure you're registered on the InvestBM portal.