You’ll find your accounts clearly organized under the Accounts menu item, beginning with your current account total. The positions and balances provide an overview of cash, securities, and other investments as well as pending payments.

Click on the links below to explore some of the features within the Accounts tab.

  • See your holdings Filter by account at the top and use the left-hand navigation to view the summarized breakdown of the total value and additional information. Flexible data columns and interactive features let you choose what you wish to see.
  • View information on cash & money markets, positions, account performance and asset allocation Explore more detailed information about your holdings.
  • Look up historical transactions under any account Select Transactions from the left navigation to view activity in an account.
  • Explore Reporting View detailed information on Realized Gain/loss and Unrealized Gain/Loss for your accounts.
  • Transfer funds, pay bills and more with cash management tools View your available funds across all accounts and access Bill Pay to make payments to merchant or individual payees (enrollment required).
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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.