RBC Wealth Management Online

Plan

See your full financial picture with RBC Total Wealth

RBC Total Wealth provides a clear, comprehensive view of your financial life by allowing you to easily connect your external accounts and see everything in one convenient place.

Easily connect all your external accounts in just a few easy steps.

How to connect external accounts

Download step-by-step instructions using the PDF guide.

Explore the value Total Wealth provides you

Stay on top of your day-to-day finances by seeing how much you’re earning, spending and saving in real time.

Take a tour screen of Cash Flow dashboard

Provides an easy way to organize your income and expenses, helping you make choices to support your goals.

Take a tour screen of Create Budget dashboard

Keep all your real estate organized with simple, up-to-date valuations.

Take a tour screen of steps to add a real estate account

Connects to your RBC WealthPlan to help you visualize your long-term success

Take a tour screen of Planning dashboard

Additional resources

Simplify your life with Total Wealth

Add external accounts with RBC Total Wealth

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.

RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC.