Report it

Whether it’s collaborating with your independent tax and legal advisors, customizing your client statements, or walking you through our digital reporting solutions, we aspire to present your portfolio performance and current financial picture in a way that’s transparent and personalized.

Collaborating with other advisors

We work shoulder to shoulder with your other tax and legal advisors to identify opportunities and implement strategies appropriate for any life events your family may have recently experienced, or anticipate in the future, including:

  • Tax Loss Selling
  • Planning for a bonus
  • Maximizing registered contribution limits
  • Low-income years
  • Charitable donations
  • Realizing capital gains
  • Turning age 71
  • Spousal Loans or Family Trusts

We can also provide services and tax documentation that complement those provided by existing trusted professional advisors.

Reporting solutions

DS Online
Access your account information from the convenience of your personal computer through our private client website, DS Online. Available 24 hours a day, seven days a week, DS Online provides instant access to your current account balances, real-time quotes, timely market information, a consolidated view of all your RBC accounts, real-time fund transfers and more.

Account statements
You will receive a quarterly portfolio review statement, which summarizes the activity in your portfolio over specific time periods. It shows the total investment return on your portfolio and how its value has changed over time.

You will also receive a statement for each account quarterly or monthly when there is activity in your account, such as income received, purchase or sale of securities information, and withdrawal or purchase details.

Or, you can reduce your paperwork and opt for paperless eStatements through DS Online.

Consolidated reporting
With our consolidated reporting services, you can bring together multiple RBC investment accounts into one convenient reporting package – saving you money and your accountant time and hassle.

To learn more about our reporting, please contact us today.

Getting started

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Plan it

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Invest it

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Protect it

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Pass it on

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Spend it

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