Upon logging in, your Dashboard gives you easy access to the information you need most, all in one place. Your Total Wealth is shown first, and scrolling down the page provides detailed information about your accounts at a glance. The top navigation and your advisor’s contact information are always easily accessible, even as you scroll down the page.

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

  • View your Total Wealth, and convenient links to your RBC WealthPlan, RBC Credit Access Line and external accounts At the top of the Dashboard, you will see your Total Wealth, which is an aggregate value of all the accounts RBC has access to. Each featured icon within the card has a link below it to learn more.
  • View a snapshot of your accounts Get a high level look at your account values and balances front and center. RBC accounts are featured at the top, and any external accounts you’ve added appear below it.
  • Monitor the market Keep track of major indices throughout the day.
  • Receive communication notifications Access communications to exchange secure messages and documents with your financial advisor. Notifications appear via the bell icon in the upper right-hand corner.
  • Access your settings, including personal information, security settings and paperless preferences Change your contact information, including address and password, as well as two-step authorization settings and paperless elections.
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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.