Access your accounts safely and conveniently

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.

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Not yet enrolled? Simply contact your Investment Advisor.

How-to guides

Benefits of RBC Wealth Management Online

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Convenient

View your latest account information, important documents and market commentary wherever and whenever you want.

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Secure

Access your accounts safely and securely – protected by your confidential password and state-of-the-art encryption technology.

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Paperless

Receive key documents such as account statements, tax slips and trade confirmations electronically to reduce your paperwork and help the environment.

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“e” for a tree

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.


Check out the new RBC Wealth Management Online

laptop and tablet displaying financial information

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:

  • 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 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.

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.

Go mobile

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

Resources


WM Online Demo

Adjusting Columns

Holdings

Account Nicknames

Create an Account Group

Your account statement

 

You will receive an account statement every quarter, or monthly when there is activity in the account. In addition, you will also receive a quarterly portfolio review statement, which shows how the value of your portfolio has changed over various time periods. 

 

View PDF

“e” for a tree

Switch from paper to electronic documents, and we’ll plant a tree in your honour in partnership with Tree Canada. 


e-for-a-tree

In celebration of Earth Day 2020, together with the RBC Foundation, we are pleased to announce our partnership with Tree Canada.

We will plant a tree in your honour through Tree Canada’s National Greening Program when you do any of the following:

  • Enrol in WM Online to quickly and easily access your important account information, send and receive secure messages from us, and much more – all through your computer, tablet or mobile device. You can sign up by clicking here.
  • Switch to paperless eDocuments to safely view your account statements, tax documents, trade confirmations and more through WM Online, instead of receiving printed copies in the mail. Here’s how to sign up.
  • Set up online banking so you can transfer the funds you need between WM Online and RBC Online Banking, without ever having to leave your home. Here’s how to get started.

By switching to eDocuments, you can help achieve our goal of reducing our paper production by 1,547.75 metric tonnes. Plus we will plant a tree in your honour when you switch before August 30, 2020.

It’s easy to get set up for our online services. Simply contact us and we will walk you through the process.