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With the new RBC Wealth Management Online, it’s even easier to view your account information safely from home, or wherever it’s convenient for you. If haven’t enrolled yet, there’s never been a better time.
How-to guides
View your latest account information, important documents and market commentary wherever and whenever you want.
Access your accounts safely and securely – protected by your confidential password and state-of-the-art encryption technology.
Receive key documents such as account statements, tax slips and trade confirmations electronically to reduce your paperwork and help the environment.
Choose eDocuments to declutter your life and help the environment. You’ll receive your account statements, tax slips and more electronically through RBC Wealth Management Online. And, right now, when you switch to eDocuments, we will plant a tree in your honour through our partnership with Tree Canada.
There’s never been a better time to access RBC Wealth Management Online – recently relaunched with several valuable new features. Now, you can keep track of your progress no matter what device you use – mobile, tablet or desktop.
Plus, we’ve made the following enhancements:
View your account information any time from the convenience of any personal computer or device with secure Internet access. Do so knowing your privacy is protected by your confidential password, personal verification questions and advanced encryption technology.
Find out the value of your equities, options and mutual funds – all based on current market pricing. You also can view your transactions and check on the status of your trade orders.
Obtain detailed real-time quotes for stocks and options listed on Canadian and U.S. markets, and daily closing prices for mutual funds. Plus, you can create up to 50 custom “watchlists” each containing up to 100 securities you want to monitor. And you’ll receive exclusive market commentary and the latest business news.
Access key documents such as statements, tax slips, annual reports, trade confirmations and prospectuses at any time. You’ll have current documents at your fingertips, plus a seven-year archive. Choosing eDocuments means you reduce your paperwork, while helping the environment.
Click to RBC Wealth Management Online through RBC Online Banking, and view all of your various RBC accounts. You can also transfer funds from your RBC Royal Bank accounts to your RBC Dominion Securities accounts in real-time during regular business hours.
Download the complimentary RBC Mobile app, which gives you another convenient way to access RBC Wealth Management Online from any device, such as your smartphone, tablet or desktop.1
Here are some step-by-step walkthroughs to help you navigate the new RBC Wealth Management Online. If you have any questions, please contact your Investment Advisor team.
