Brooks Macdonald

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.