Through RBC Wealth Management Online, you can choose to receive your RBC Dominion Securities tax documents electronically as soon as they become available, instead of waiting for paper copies to arrive in the mail.  This is the fastest way to get access to your tax documents. 

 

Here are a few key benefits of receiving tax documents electronically:

• Secure document storage
• Faster delivery time than with mail delivery
• Reduction in the use of paper

 

To enroll for eTax:

• Log in to RBC Wealth Management Online
• Click on your name in the top right corner and click “Settings.”
• You can then select eDocuments on the “Document Delivery” tab. There, you’ll see a list of your accounts and the delivery type for each document type.
• To switch everything to eDocuments, click the “Switch All to Electronic” button.
• Or, click on the “Delivery Type” dropdown beside any of the document types individually and select “Electronic Delivery” as desired.
• Once you’ve made your changes, click “Save Changes” at the bottom of the page.
• Next, please read the important Terms and Conditions. If you agree, tick the checkbox by “I have read and agree to be bound by the Terms and Conditions presented above” and click “Submit.”

 

That’s it! You’re now ready to start viewing your eDocuments whenever

you like.

 

Get notified when you have a new eDocument

We’re also happy to email you whenever you have a new eDocument – it's up to you. Here’s how:

• Click on your name in the top right corner and click “Settings.”
• Enter your email address and click “Save Changes”.
• Make sure you do not tick the checkbox under eDocument Notifications.
• Then click “Save Changes”.

 

You’re all set! You will receive an email letting you know when there’s a new eDocument ready.

If you would like more information, or assistance signing up for eDocuments, please contact me and I will be happy to assist you.

 

If you are interested in signing up for RBC Wealth Management Online, please contact me and I will be happy to assist you. If you are already able to access RBC Wealth Management Online, please take a few minutes to sign in and explore what the site offers to you.