RBC Wealth Management Online and Mobile App

Here are step-by-step walkthroughs to help you navigate RBC Wealth Management Online and our Mobile App. If you have any questions, please contact your Investment Counselling team.

Jump to Mobile App information

RBC Wealth Management Online

How to enrol

• Signing in for the first time(Open PDF file)
• Signing in with a temporary password provided to me(Open PDF file)

How to access eDocuments

• Switching to eDocuments to reduce my paperwork(Open PDF file)
• Viewing my eDocuments, including my account statements(Open PDF file)
• Switching to electronic tax slips(Open PDF file)

How to use features and tools

• Sending a secure message containing my personal or confidential information(Open PDF file)
• Quickly transferring funds to my RBC PH&N Investment Counsel account from my RBC Royal Bank account(Open PDF file)
• Creating Watchlists of securities I want to monitor(Open PDF file)
• Nicknaming my accounts so they’re easier to tell apart(Open PDF file)
• Updating my address and contact information on file with you(Open PDF file)
• View your accounts in the order you desire(Open PDF file)
• Set your currency preference for your homepage(Open PDF file)
• Create, edit and delete account groups(Open PDF file)

Mobile App

Getting started

• How to install the RBC Mobile App(Open PDF file)

How to use features and tools

• View your eDocuments and receive notifications(Open PDF file)
• Sending a secure message containing my personal or confidential information(Open PDF file)
• Quickly transferring funds to my RBC PH&N Investment Counsel account from my RBC Royal Bank account(Open PDF file)
• Creating Watchlists of securities I want to monitor(Open PDF file)
• Nicknaming my accounts so they’re easier to tell apart(Open PDF file)
• Updating my address and contact information on file with you(Open PDF file)
• View your accounts in the order you desire(Open PDF file)
• Set your currency preference for your homepage(Open PDF file)
• Create, edit and delete account groups