Upon logging in, your homepage 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 is always easily accessible, even as you scroll down the page.

Click on the links below to explore some of the features within the Home tab. (Images for illustration purposes.)

  • View your Total Wealth, and convenient links to your RBC WealthPlan, RBC Credit Access Line and external accounts and documents At the top left of the homepage, you will see your Total Wealth, which is an aggregate value of all your accounts RBC Wealth Management has access to. Each featured icon within this section has a link 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 right of the homepage, and any external accounts you’ve added—as well as Your RBC WealthPlan at a Glance—will appear below it.
  • Monitor the market Keep track of major indices throughout the day.
  • Receive new message and document notifications Access communications to exchange secure messages and documents with your financial advisor.
  • Access your 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.
  • Access quick links If you need to change your paperless settings, view holdings, pay a bill, transfer funds or contact your advisor, there are quick links located on the left side of the screen with easy access to these features.
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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.