Getting started

RBC Wealth Management Online

With RBC Wealth Management Online, you can view your account information safely from home, or wherever it’s convenient for you, 24/7 from your desktop, tablet or mobile device.

How to enrol

Step 1: Click to sign in

Visit www.rbcwealthmanagement.com and click the Sign in button in the top right corner to select which RBC business you are affiliated with.

Screenshot of www.rbcwealthmanagement.com sign in button

Step 2: Enrol for online access

On the sign-in page, click Enrol for online access.

If you are signing in with a temporary password, enter it here along with your client card number.

Please note: Your password will be valid for 48 hours after you receive it.

Screenshot of Wealth Management Online enrolment - sign-in screen

Step 3: Enter account details

Enter the following information and click Continue.

If you signed in using a temporary password, please skip to step #4.

Screenshot of Wealth Management Online - Enter account details

Step 4: Create password

Create your confidential password.

Screenshot of Wealth Management Online, when setting up a password

Step 5: Set up verification questions

Set up personal verification questions for added protection.

Screenshot of Wealth Management Online enrolment, setting up verification questions

Please note: For additional security, we will occasionally ask you to answer a personal verification question when you sign in, especially if you’re signing in from a device you don’t normally use or if you have reset your password.

That’s it – you’re all set

If you have questions or need help getting set up, please contact your RBC Wealth Management team.