{"id":6132,"date":"2023-06-20T07:05:15","date_gmt":"2021-11-03T11:11:39","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/?page_id=6132"},"modified":"2023-11-01T10:44:51","modified_gmt":"2023-11-01T14:44:51","slug":"online-how-to-guides","status":"publish","type":"page","link":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/online-how-to-guides","title":{"rendered":"How-to guides"},"content":{"rendered":"\n<div class=\"wp-block-rbcwm-hero-block rbc-hero-wm  rbc-hero-overlap rbc-hero-overlap-mobile rbc-hero-grc0tn556 hide-mobile-energy-lines\"><style>\n\t\t.rbc-hero-grc0tn556.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-grc0tn556.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) 60%);\n\t\t}\n\n\t\t.rbc-hero-grc0tn556.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before {\n\t\t\tbackground: linear-gradient(180deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-grc0tn556 .rbc-hero-energy-lines.rbc-hero-energy-lines-left {\n\t\t\ttransform: scaleX(-1);\n\t\t}\n\n\t\t@media (max-width: 991px) {\n\t\t\t.rbc-hero-grc0tn556.is-style-rbc-hero-gradient::before,\n\t\t\t.rbc-hero-grc0tn556.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before,\n\t\t\t.rbc-hero-grc0tn556.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\t\tbackground: none;\n\t\t\t}\n\n\t\t\t.rbc-hero-grc0tn556.rbc-hero-has-image-full.hide-mobile-energy-lines .rbc-hero-energy-lines {\n\t\t\t\tdisplay: none;\n\t\t\t}\n\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-grc0tn556.is-style-rbc-hero-gradient .rbc-hero-img-wrap::after {\n\t\t\t\tbackground: linear-gradient( 0deg, #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-grc0tn556.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .rbc-hero-img-wrap::before,\n            .wp-block-rbcwm-hero-block.rbc-hero-grc0tn556.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-grc0tn556.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\"><span>How-to guides<\/span><\/h1><\/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\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"row no-gutters wrap blockId-664547de-29d5-459b-a7c8-5de6fabbb3ca\">\n<div class=\"wp-block-rbcwm-column col-lg-8\">\n<h2 class=\"wp-block-heading\" id=\"h-rbc-wealth-management-online-and-mobile-app\">RBC Wealth Management Online and Mobile App<\/h2>\n\n\n\n<p>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.<\/p>\n\n\n\n<p><a href=\"#mobile-app\">Jump to Mobile App information<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-rbc-wealth-management-online\">RBC Wealth Management Online<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-to-enrol\">How to enrol<\/h3>\n\n\n\n<ul class=\"wp-block-list is-style-list-links\">\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/wmo-how-to-guide\">Signing in for the first time<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-to-access-edocuments\">How to access eDocuments<\/h3>\n\n\n\n<ul class=\"wp-block-list is-style-list-links\">\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/wealth-management-online-edocuments.pdf\" data-type=\"attachment\" data-id=\"6144\" target=\"_blank\" rel=\"noreferrer noopener\">Switching to eDocuments to reduce my paperwork<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/email-wealth-management-online-edocuments-viewing.pdf\" data-type=\"attachment\" data-id=\"6134\" target=\"_blank\" rel=\"noreferrer noopener\">Viewing my eDocuments, including my account statements<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/email-wealth-management-online-tax-documents-switching.pdf\" data-type=\"attachment\" data-id=\"6136\" target=\"_blank\" rel=\"noreferrer noopener\">Switching to electronic tax slips<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-to-use-features-and-tools\">How to use features and tools<\/h3>\n\n\n\n<ul class=\"wp-block-list is-style-list-links\">\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/email-wealth-management-online-secure-messaging.pdf\" data-type=\"attachment\" data-id=\"6135\" target=\"_blank\" rel=\"noreferrer noopener\">Sending a secure message containing my personal or confidential information<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/email-wealth-management-online-transfers.pdf\" data-type=\"attachment\" data-id=\"6137\" target=\"_blank\" rel=\"noreferrer noopener\">Quickly transferring funds to my RBC PH&amp;N Investment Counsel account from my RBC Royal Bank account<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/email-wealth-management-online-watchlists.pdf\" data-type=\"attachment\" data-id=\"6138\" target=\"_blank\" rel=\"noreferrer noopener\">Creating Watchlists of securities I want to monitor<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/email-wealth-management-online-nicknames.pdf\" data-type=\"attachment\" data-id=\"6133\" target=\"_blank\" rel=\"noreferrer noopener\">Nicknaming my accounts so they\u2019re easier to tell apart<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/rt-wealth-management-online-address-update.pdf\" data-type=\"attachment\" data-id=\"6143\" target=\"_blank\" rel=\"noreferrer noopener\">Updating my address and contact information on file with you<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/view-your-accounts-in-the-order-you-desire.pdf\" data-type=\"attachment\" data-id=\"6140\" target=\"_blank\" rel=\"noopener\">View your accounts in the order you desire<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/set-your-currency-preference-for-your-homepage.pdf\" data-type=\"attachment\" data-id=\"6139\" target=\"_blank\" rel=\"noreferrer noopener\">Set your currency preference for your homepage<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/wealth-management-online-account-groups-phn.pdf\" data-type=\"attachment\" data-id=\"6142\" target=\"_blank\" rel=\"noreferrer noopener\">Create, edit and delete account groups<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><a name=\"mobile-app\" id=\"mobile-app\" class=\"anchor\"><\/a>Mobile App<\/h2>\n\n\n\n<div id=\"mobile-app\" class=\"anchor\" tabindex=\"-1\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-getting-started\">Getting started<\/h3>\n\n\n\n<ul class=\"wp-block-list is-style-list-links\">\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/wealth-management-online-mobile-app-client-guide-download-phn.pdf\" data-type=\"attachment\" data-id=\"6146\" target=\"_blank\" rel=\"noreferrer noopener\">How to install the RBC Mobile App<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-to-use-features-and-tools-0\">How to use features and tools<\/h3>\n\n\n\n<ul class=\"wp-block-list is-style-list-links\">\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/wealth-management-online-mobile-app-guide-documents-phn.pdf\" data-type=\"attachment\" data-id=\"6150\" target=\"_blank\" rel=\"noreferrer noopener\">View your eDocuments and receive notifications<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/wealth-management-online-mobile-app-guide-secure-phn.pdf\" data-type=\"attachment\" data-id=\"6152\" target=\"_blank\" rel=\"noreferrer noopener\">Sending a secure message containing my personal or confidential information<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/wealth-management-online-mobile-app-guide-transfer-phn.pdf\" data-type=\"attachment\" data-id=\"6153\" target=\"_blank\" rel=\"noreferrer noopener\">Quickly transferring funds to my RBC PH&amp;N Investment Counsel account from my RBC Royal Bank account<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/wealth-management-online-mobile-app-watchlists-phn.pdf\" data-type=\"attachment\" data-id=\"6154\" target=\"_blank\" rel=\"noreferrer noopener\">Creating Watchlists of securities I want to monitor<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/wealth-management-online-mobile-app-guide-nickname-phn.pdf\" data-type=\"attachment\" data-id=\"6151\" target=\"_blank\" rel=\"noreferrer noopener\">Nicknaming my accounts so they\u2019re easier to tell apart<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/wealth-management-online-mobile-app-guide-address-phn.pdf\" data-type=\"attachment\" data-id=\"6148\" target=\"_blank\" rel=\"noreferrer noopener\">Updating my address and contact information on file with you<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/wealth-management-online-mobile-app-guide-account-display-order-phn.pdf\" data-type=\"attachment\" data-id=\"6147\" target=\"_blank\" rel=\"noreferrer noopener\">View your accounts in the order you desire<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/wealth-management-online-mobile-app-guide-currency-phn.pdf\" data-type=\"attachment\" data-id=\"6149\" target=\"_blank\" rel=\"noreferrer noopener\">Set your currency preference for your homepage<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/wealth-management-online-account-groups-phn.pdf\" data-type=\"attachment\" data-id=\"6142\" target=\"_blank\" rel=\"noreferrer noopener\">Create, edit and delete account groups&nbsp;<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey rbc-block-has-overlap rbc-block-small has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\"><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":35,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"online-how-to-guides","footnotes":""},"rbcwm_content_owner":[],"class_list":["post-6132","page","type-page","status-publish","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>How-to guides - RBC Wealth Management<\/title>\n<meta name=\"description\" content=\"How-to guides RBC Wealth Management Online and Mobile App Here are step-by-step walkthroughs to help you navigate RBC Wealth Management Online and our\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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