View Your RIF/LIF information through WM Online - A Guide

January 26, 2024 | Jennifer Aubertin


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View your up-to-date RRIF/LIF information securely online

Safely view your current RRIF/LIF information, including your RRIF/LIF market value and payment details, from your computer, tablet or mobile device whenever and wherever you want. Here’s how:

 

1. Go to www.rbcds.com, select Sign in (top right corner) and choose RBC Dominion Securities Online.

 

2. Sign in using your confidential ID/password.

 

If you don’t remember your ID/password, please contact the RBC Wealth Management Online Helpdesk at 1-888-820-8006. If you don’t have access to RBC Wealth Management Online, please speak with your Investment Advisor team for assistance.


3. Once signed in, click on RRIF/LIF Details in the left-hand navigation menu.

 

4. Get the latest information about your RRIF/LIF:
• Your Plan Summary, including your market value, minimum annual payment required and requested annual payment amount 
• Your Payment Information and Schedule, including your payment amounts, payment frequency and requested withholding tax amount 
• Your Year to Date Summary, which provides your year-to-date payment amount and withholding taxes 

 

 

Questions? We’re here to help – contact our Helpdesk at 1-888-820-8006