Many of our clients are already enjoying the freedom, peace of mind and ease of being able to access their portfolios and submit certain requests online at anytime of day, from anywhere.
- Totally secure access that carries the RBC Dominion Securities 100% Online Security Guarantee
- Convenient consolidated view of all your account balances, individual holdings, current market value, recent transactions, and order status
- Option to select paperless statements if you want to cut down on paper mail
- Available 24 hours a day, 7 days a week
- Access to statements going back 7 years…cuts down on saving statements
- Can be connected to your RBC Online Banking profile so you can see everything on one page
- Real time transfers to your RBC Wealth Management accounts from RBC bank accounts
- Information services including real time quotes, market news, RBC research reports and personal Watchlists
- DS Online Help desk is there to serve you.
Introduced in the summer of 2017, you can now send and receive secure messages to and from Nick and I, through the DS Online Secure Message Centre. There are many common requests that we can complete for you without a traditional, signed letter of authorization when we receive them through this secure two-way messaging system.
Some of these requests include:
- Extra RIF/LIF payments
- RSP withdrawals
- Third party cheque request, and
- Address changes to name a few.
This option is really handy and efficient whether you're traveling far away or stay-cationing at home.
If you would like more information, or to set up your online access, please give me a call at 250-729-3226. I am happy to help and have useful factsheets available so that you'll be an DS Online wiz in no time.
