RBC Wealth Management Online
Your Home page gives you easy access to the information you need most, all in one place. You can view and manage your accounts, stay up-to-date with the market, contact your advisor and access statements and documents—24 hours a day from any computer, tablet or mobile device.
View your Total Wealth, with convenient links to your RBC WealthPlan, RBC Credit Access Line and external accounts and documents: At the top left of the Home Page, 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 RBC accounts, groups and portfolio: Get a high level look at your account values and balances front and center. RBC accounts are featured at the top right of the Home Page, and any external accounts you’ve added—as well as Your RBC WealthPlan at a Glance—will appear below it.
Stay on track with RBC WealthPlan: Monitor your progress to your RBC WealthPlan quickly from the Home page with an at-a-glance view. You can keep tabs on your goals and quickly access your full WealthPlan.
Monitor the market: Keep track of major indices throughout the day with interactive graphs and live updates.
Receive new message and document alerts: Access the Messages center to exchange secure communications and documents with your financial advisor.
Manage your profile: Change your contact information, including phone number and password, as well as two-step authorization settings and paperless elections.
Customize your quick links: If you often change your paperless settings, view holdings, pay a bill, transfer funds or contact your advisor, customize the quick links located on the left side of the screen to quickly access to these features.
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.