{"id":6241,"date":"2023-06-20T14:55:12","date_gmt":"2021-11-19T21:57:07","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/?page_id=6241"},"modified":"2023-11-01T10:44:47","modified_gmt":"2023-11-01T14:44:47","slug":"rbc-wm-online-faqs","status":"publish","type":"page","link":"https:\/\/www.rbcwealthmanagement.com\/en-ca\/rbc-wm-online-faqs","title":{"rendered":"Keeping you informed-FAQ"},"content":{"rendered":"\n

Your questions answered<\/span><\/h1><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n
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RBC Wealth Management Online<\/h3>\n\n\n\n

Thank you for your patience as we work to make our new website, RBC Wealth Management Online, better for you. Here you will find answers to the most common questions that clients are asking about the new website. We\u2019re working to prioritize any issues you may be experiencing and, as always, appreciate your feedback. Please share your feedback with us by clicking on the \u201cFeedback\u201d button on the right-hand side of your RBC Wealth Management Online Homepage.<\/p>\n\n\n\n

Why does the \u201cRemember Me\u201d function not retain my Client Card number on WM Online?<\/h4>\n\n\n\n

In order to save the settings for \u201cRemember Me\u201d, you will need to clear your cookies in order to resolve this issue. Here are the steps to remove cookies:<\/p>\n\n\n\n

    \n
  1. From the WM Online sign in page right click and click Inspect<\/li>\n\n\n\n
  2. A section will open on the right hand side. You might need to pull the window to the left until you see the Application tab<\/li>\n\n\n\n
  3. Click Application<\/li>\n\n\n\n
  4. Click https:\/\/www1.royalbank.com<\/a> under Cookies<\/li>\n\n\n\n
  5. Find the cookie called PH01 and right click<\/li>\n\n\n\n
  6. Click Delete<\/li>\n<\/ol>\n\n\n\n

    Where can I get help with the new website?<\/h4>\n\n\n\n

    To learn more about navigating the new website, please click on the \u201cShow Me How\u201d button at the top right of your RBC Wealth Management Online sessions. We\u2019ve also created step-by-step how-to guides (RBC PH&N Investment Counsel<\/a> | RBC Royal Trust<\/a>) in both video and PDF formats for everything from sending us secure messages to customizing your Holdings page. We\u2019re here to help whenever you need \u2013 please contact your team directly should you have any questions.<\/p>\n\n\n\n

    Why are some of my accounts not shown on the Summary page?<\/h4>\n\n\n\n

    The summary page will only show accounts that have a value. $0 value accounts will not be displayed on the Summary page, however, you can see the list of all your accounts on your Holdings page.<\/p>\n\n\n\n

    Where are my Holdings?<\/h4>\n\n\n\n

    In the left-hand navigation, go to \u201cPortfolio\u201d then select \u201cAccount Holdings.\u201d<\/p>\n\n\n\n

    How can I sign out of the new site?<\/h4>\n\n\n\n

    On the left-hand navigation, click the \u201cSign out\u201d link. Or you may select the sign-out button located at the top right of your Homepage. You can also sign out by clicking on your name in the top right of your online session and selecting \u201cSign out.\u201d<\/p>\n\n\n\n

    Can I go back to the old website?<\/h4>\n\n\n\n

    Our previous website served us very well for many years, and we had reached the stage where we needed to upgrade in order to make digital enhancements for the future. We\u2019re committed to continually improving the new website, and we want to make it better for you. We\u2019re also here to help if you have any questions about the new website \u2013 please contact your team directly should you have any questions.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"

    Get answers to your questions about using RBC Wealth Management Online on our new website.<\/p>\n","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":"rbc-wm-online-faqs","footnotes":""},"rbcwm_content_owner":[],"class_list":["post-6241","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nRBC Wealth Management Online \u2013 Your questions answered<\/title>\n<meta name=\"description\" content=\"Get answers to your questions about using RBC Wealth Management Online on our new website.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rbcwealthmanagement.com\/en-ca\/rbc-wm-online-faqs\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta 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