Coming soon – major upgrades to your online account access
Together, you and your Investment Advisor are planning your financial future to meet important goals like:
- Building your wealth to live your desired lifestyle
- Creating financial security for your family
- Taking care of your health-care needs in retirement
- Transferring wealth to the next generation smoothly and efficiently
Through DS Online, you’ve been able to keep track of the progress you’re making towards your financial goals with convenient online account access.
Now, with the upcoming launch of the new RBC Wealth Management Online, you will enjoy a significantly upgraded online experience. It’s coming very soon, so if you haven’t yet enrolled in our online services, there’s never been a better time.
Not yet enrolled? Simply contact your Investment Advisor.
Benefits of RBC Wealth Management Online
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.
Get ready for the new RBC Wealth Management Online
There’s never been a better time to enrol for our online services. In the coming weeks, DS Online will be upgraded to the state-of-the-art RBC Wealth Management Online. Building on the great features you can enjoy now with DS Online, the new RBC Wealth Management Online will offer you a greatly enhanced online experience:
- Optimized for whatever device you use – mobile, tablet or desktop
- Simplified navigation structure to help you find what you are looking for more easily, including a consolidated overview of your entire portfolio
- Homepage dashboard that provides important information at a glance, while allowing you to drill down to a more detailed view when you want
- Enhanced account information on performance and products
- Flexible data columns that let you choose what you wish to see
- Easier access to your e-documents, including account statements and tax slips
What you can do
Access your accounts safely and securely
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.
Check your current account information
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.
Get timely market information
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 custom “watchlists” of up to 15 securities you want to monitor. And you’ll receive exclusive market commentary and the latest business news.
Reduce your paperwork with eDocuments
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.
Connect with RBC Online Banking
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