How-tos

Access DS statements

View your consolidated portfolio reviews quickly and easily in your DS statements.

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Enrol in WM Online

Gain access to your RBC Wealth Management account in five simple steps.

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Funds transfers

Step-by-step instructions for moving funds into your RBC Dominion Securities account.

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Send a secure message

Guidance on safely sending and receiving messages containing personal, confidential information.

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Switch to eDocuments

Reduce paperwork and safely view account documents from your computer, tablet, or smartphone.

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Nicknaming accounts

Give descriptive or playful names to your Wealth Management accounts organize things your way.

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Update your information

Update your address, contact details quickly and conveniently through WM Online.

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RRSP & TFSA contribution room

Our step-by-step instructions to finding your RRSP and TFSA contribution room.

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View your RRIF/LIF

Quick and simple instructions to safely view your current RRIF/LIF information.

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Guides

Family wealth guide

Ten strategies to build and protect your family’s wealth.

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Business owner’s guide

A range of wealth management topics relevant to business owners.

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Estate planning guide

Guidance on efficiently transferring your wealth to the next generation.

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Charitable giving guide

The basics of tax-efficient giving, including information on gifts and registered charities.

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Retirement checklist

A checklist that helps assess readiness so you can make the most of your retirement.

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Tax reporting guide

Important dates and tax information to help prepare your annual tax return.

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Executor process for settling an estate

The step-by-step process for settling an estate.

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Executor duties checklist

Whether you are settling or planning, this checklist can help prepare you.

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