Assess your accounts securely at your convenience

 

Here are some step-by-step walkthroughs to help you navigate the new RBC Wealth Management Online and keep track of your progress on your phone, tablet or computer. If you have any questions, please get in touch with us.

Your documents

 

View your consolidated portfolio reviews quickly and easily

Download

How to view your eDocuments and receive notifications

Download

Switch to eDocuments to reduce your paperwork

Download

Your DS statement: A guide for clients

Download

Your accounts

 

See the big picture with Account Groups on the mobile app

Download

How to update your address and contact information

Download

Transfer funds quickly and easily

Download

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

Download

How to send secure messages on the mobile app

Download

Quickly find the accounts you want to see

Download

View your accounts in the order you desire

Download

Your investments

 

Access timely RBC Insight research

Download

Set up Watchlists to keep track of your investments

Download

Get real-time quotes

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