RBC Wealth Management Online
In the Accounts section, you’re able to view your financial information with greater control. You can readily access your account overview which includes cash and cash alternatives, holdings, account performance and asset allocation.
Evaluate your portfolio: Filter by account at the top and use the navigation to view an overview of the total value, performance, allocation and balances. Or delve into your holdings based on asset type, position and cost basis. Editable tables and interactive graphs let you customize your view.
Explore your reports: Select from the Gain/Loss and Income Summary tabs to take an in-depth look at the value of your portfolio, including tax lots and cost basis information, income received to-date and a 12-month projection of the income you can expect based on your current holdings. The Fixed Income tab shows details of any securities you own that pay a fixed amount of interest.
Look up historical transactions under any account: Choose from the Activity and Open Orders tabs to view historical or current activity in an account.
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.