{"id":26965,"date":"2025-02-18T11:42:24","date_gmt":"2025-02-18T16:42:24","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/?page_id=26965"},"modified":"2025-02-18T12:18:34","modified_gmt":"2025-02-18T17:18:34","slug":"wmo-how-to-guide","status":"publish","type":"page","link":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wmo-how-to-guide","title":{"rendered":"Wealth Management Online &#8211; How-to guide"},"content":{"rendered":"\n<div class=\"wp-block-rbcwm-hero-block rbc-hero-wm  rbc-hero-overlap rbc-hero-overlap-mobile rbc-hero-zgi8trhc9 hide-mobile-energy-lines\"><style>\n\t\t.rbc-hero-zgi8trhc9.is-style-rbc-hero-gradient::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-zgi8trhc9.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 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);\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-zgi8trhc9.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .rbc-hero-img-wrap::before,\n            .wp-block-rbcwm-hero-block.rbc-hero-zgi8trhc9.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .container .rbc-hero-img-wrap::before {\n\t\t\t\tbackground: linear-gradient( 180deg, #023169 0%, rgba( 94, 120, 131, 0 ) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-zgi8trhc9.is-style-rbc-hero-gradient .rbc-hero-card {\n\t\t\t\tbackground: #023169;\n\t\t\t}\n\t\t}\n\t<\/style><div class=\"container\"><div class=\"row no-gutters\"><div class=\"col-lg-12 rbc-hero-card-content\"><div class=\"rbc-card rbc-hero-card rbc-hero has-content\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-hero-body-content\"><h1 class=\"rbc-hero-title\" id=\"getting-started\"><span>Getting started<\/span><\/h1><span class=\"rbc-hero-category\"><span>RBC Wealth Management Online<\/span><\/span><hr class=\"rbc-hero-hr hr-mini bdr-accent\"\/>\n<p>With RBC Wealth Management Online, you can view your account information safely from home, or wherever it\u2019s convenient for you, 24\/7 from your desktop, tablet or mobile device.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"rbc-hero-img-wrap col-lg-5 order-2 order-lg-1\"><\/div><\/div><\/div><\/div>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey has-block-grey-background-color has-background\" data-location_id=\"Getting started\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-columns container has-block-grey-background-color has-background\"><div class=\"row blockId-3d6b3cd6-ab84-4f66-b9be-6008ec7659de\">\n<div class=\"wp-block-rbcwm-column col-lg-9\"><div class=\"rbcwm-toc-nav-wrap d-lg-none\"><div class=\"rbcwm-toc-nav-inner\"><button class=\"rbcwm-toc-nav-button\"><\/button><ul class=\"rbcwm-toc-nav\"><li><a href=\"#h-step-1-click-to-sign-in\">Step 1: Click to sign in<\/a><\/li><li><a href=\"#h-step-2-enrol-for-online-access\">Step 2: Enrol for online access<\/a><\/li><li><a href=\"#h-step-3-enter-account-details\">Step 3: Enter account details<\/a><\/li><li><a href=\"#h-step-4-create-password\">Step 4: Create password<\/a><\/li><li><a href=\"#h-step-5-set-up-verification-questions\">Step 5: Set up verification questions<\/a><\/li><\/ul><\/div><\/div>\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row justify-content-center\"><div class=\"col-lg-12\"><div class=\"wrap\">\n<h2 class=\"wp-block-heading\" id=\"h-how-to-enrol\">How to enrol<\/h2>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-step-1-click-to-sign-in\">Step 1: Click to sign in<\/h4>\n\n\n\n<p>Visit <a href=\"http:\/\/www.rbcwealthmanagement.com\">www.rbcwealthmanagement.com<\/a> and click the <strong>Sign in<\/strong> button in the top right corner to select which RBC business you are affiliated with.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"364\" height=\"394\" src=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-click-to-sign-in.png\" alt=\"Screenshot of www.rbcwealthmanagement.com sign in button\" class=\"wp-image-27050\" srcset=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-click-to-sign-in.png 364w, https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-click-to-sign-in.png?resize=277,300 277w\" sizes=\"auto, (max-width: 364px) 100vw, 364px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-step-2-enrol-for-online-access\">Step 2: Enrol for online access<\/h4>\n\n\n\n<p>On the sign-in page, click <strong>Enrol for online access.<\/strong><\/p>\n\n\n\n<p>If you are signing in with a temporary password, enter it here along with your client card number. <\/p>\n\n\n\n<p><em>Please note: Your password will be valid for 48 hours<\/em> <em>after you receive it.<\/em><\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"564\" height=\"548\" src=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-sign-in.png\" alt=\"Screenshot of Wealth Management Online enrolment - sign-in screen\" class=\"wp-image-26993\" style=\"width:327px;height:auto\" srcset=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-sign-in.png 564w, https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-sign-in.png?resize=300,291 300w\" sizes=\"auto, (max-width: 564px) 100vw, 564px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-step-3-enter-account-details\">Step 3: Enter account details<\/h4>\n\n\n\n<p>Enter the following information and click <strong>Continue<\/strong>.<\/p>\n\n\n\n<p>If you signed in using a temporary password, please skip to step #4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"564\" height=\"663\" src=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-enrol-for-online-access.png\" alt=\"Screenshot of Wealth Management Online - Enter account details\" class=\"wp-image-26988\" style=\"width:330px;height:auto\" srcset=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-enrol-for-online-access.png 564w, https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-enrol-for-online-access.png?resize=255,300 255w\" sizes=\"auto, (max-width: 564px) 100vw, 564px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-step-4-create-password\">Step 4: Create password<\/h4>\n\n\n\n<p>Create your confidential password.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"782\" height=\"631\" src=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-enter-password.png\" alt=\"Screenshot of Wealth Management Online, when setting up a password\" class=\"wp-image-27052\" style=\"width:491px;height:auto\" srcset=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-enter-password.png 782w, https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-enter-password.png?resize=300,242 300w, https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-enter-password.png?resize=768,620 768w\" sizes=\"auto, (max-width: 782px) 100vw, 782px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-step-5-set-up-verification-questions\">Step 5: Set up verification questions<\/h4>\n\n\n\n<p>Set up personal verification questions for added protection. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"581\" height=\"933\" src=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-verification-questions.png\" alt=\"Screenshot of Wealth Management Online enrolment, setting up verification questions\" class=\"wp-image-27053\" style=\"width:406px;height:auto\" srcset=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-verification-questions.png 581w, https:\/\/www.rbcwealthmanagement.com\/en-ca\/wp-content\/uploads\/sites\/5\/2025\/01\/wmo-verification-questions.png?resize=187,300 187w\" sizes=\"auto, (max-width: 581px) 100vw, 581px\" \/><\/figure>\n\n\n\n<p>Please note: For additional security, we will occasionally ask you to answer a personal verification question when you sign in, especially if you\u2019re signing in from a device you don\u2019t normally use or if you have reset your password.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>That\u2019s it \u2013 you\u2019re all set<\/strong><\/p>\n\n\n\n<p>If you have questions or need help getting set up, please contact your RBC Wealth Management team.<\/p>\n<\/div><\/div><\/div><\/div><\/section>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-3\"><div class=\"d-none d-lg-block rbcwm-toc-wrap static\"><div class=\"rbcwm-toc-wrap-inner\"><ul class=\"rbcwm-toc\"><li><a href=\"#h-step-1-click-to-sign-in\">Step 1: Click to sign in<\/a><\/li><li><a href=\"#h-step-2-enrol-for-online-access\">Step 2: Enrol for online access<\/a><\/li><li><a href=\"#h-step-3-enter-account-details\">Step 3: Enter account details<\/a><\/li><li><a href=\"#h-step-4-create-password\">Step 4: Create password<\/a><\/li><li><a href=\"#h-step-5-set-up-verification-questions\">Step 5: Set up verification questions<\/a><\/li><li class=\"shadow\"><a href=\"#\"><\/a><\/li><\/ul><\/div><\/div><\/div>\n<\/div><\/div>\n<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"<p>With RBC Wealth Management Online, you can view your account information safely from home, or wherever it\u2019s convenient for you, 24\/7 from your desktop, tablet or mobile device.<\/p>\n","protected":false},"author":26,"featured_media":26732,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_content_owner":[],"class_list":["post-26965","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Wealth Management Online - How-to guide - RBC Wealth 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