{"id":22929,"date":"2025-12-01T19:59:33","date_gmt":"2025-12-02T00:59:33","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/?page_id=22929"},"modified":"2025-12-02T10:23:57","modified_gmt":"2025-12-02T15:23:57","slug":"plan","status":"publish","type":"page","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/take-a-tour\/plan","title":{"rendered":"Take a tour: Plan"},"content":{"rendered":"\n<div class=\"wp-block-rbcwm-hero-block rbc-hero-wm rbc-hero-has-image-bleed rbc-hero-overlap rbc-hero-overlap-mobile rbc-hero-he98gm7wi hide-mobile-energy-lines\"><style>\n\t\t.rbc-hero-he98gm7wi.is-style-rbc-hero-gradient::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-he98gm7wi.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-he98gm7wi.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before {\n\t\t\tbackground: linear-gradient(180deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-he98gm7wi .rbc-hero-energy-lines.rbc-hero-energy-lines-left {\n\t\t\ttransform: scaleX(-1);\n\t\t}\n\n\t\t@media (max-width: 991px) {\n\t\t\t.rbc-hero-he98gm7wi.is-style-rbc-hero-gradient::before,\n\t\t\t.rbc-hero-he98gm7wi.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before,\n\t\t\t.rbc-hero-he98gm7wi.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\t\tbackground: none;\n\t\t\t}\n\n\t\t\t.rbc-hero-he98gm7wi.rbc-hero-has-image-full.hide-mobile-energy-lines .rbc-hero-energy-lines {\n\t\t\t\tdisplay: none;\n\t\t\t}\n\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-he98gm7wi.is-style-rbc-hero-gradient .rbc-hero-img-wrap::after {\n\t\t\t\tbackground: linear-gradient( 0deg, #023169 0%, rgba(94, 120, 131, 0) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-he98gm7wi.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .rbc-hero-img-wrap::before,\n            .wp-block-rbcwm-hero-block.rbc-hero-he98gm7wi.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .container .rbc-hero-img-wrap::before {\n\t\t\t\tbackground: linear-gradient( 180deg, #023169 0%, rgba( 94, 120, 131, 0 ) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-he98gm7wi.is-style-rbc-hero-gradient .rbc-hero-card {\n\t\t\t\tbackground: #023169;\n\t\t\t}\n\t\t}\n\t<\/style><div class=\"container\"><div class=\"row no-gutters\"><div class=\"col-lg-7 rbc-hero-card-content\"><div class=\"rbc-card rbc-hero-card rbc-hero has-content\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-hero-body-content\"><h1 class=\"rbc-hero-title\"><span>RBC Wealth Management Online<\/span><\/h1>\n<p class=\"is-style-hero-subtitle has-extra-large-font-size\">Plan<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"rbc-hero-img-wrap col-lg-5 order-2 order-lg-1\"><div class=\"rbc-hero-img bleed-img-right  rbc-hero-img-desktop-center-right rbc-hero-img-mobile-center-right\" style=\"background-image:url(https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/05\/older-business-man-on-phone-banner.webp?w=1600)\"><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row justify-content-center\"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-columns container\"><div class=\"row justify-content-between wrap blockId-4df1b2e6-d2e3-43d1-9dfc-643a4d264b62\">\n<div class=\"wp-block-rbcwm-column col-lg-3 mt-3 mt-lg-0 order-2 order-lg-0\">\t\t<nav class=\"rbc-sidebar\">\n\t\t\t<ul class=\"menu\">\n\t\t\t\t\t\t\t\t\t<li class=\"menu-item  \"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/take-a-tour\">Take a tour<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<ul class=\"sub-menu\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li class=\"sub-menu-item \"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/take-a-tour\/home\">Home<\/a><\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li class=\"sub-menu-item \"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/take-a-tour\/accounts\">Accounts<\/a><\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li class=\"sub-menu-item \"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/take-a-tour\/markets-and-tools\">Markets &#038; tools<\/a><\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li class=\"sub-menu-item active\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/take-a-tour\/plan\">Plan<\/a><\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li class=\"sub-menu-item \"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/take-a-tour\/documents\">Documents<\/a><\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t<li class=\"menu-item  \"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/take-a-tour\/mobile-app\">Mobile app<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<\/ul>\n\t\t<\/nav>\n\t\t<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-8\">\n<h2 class=\"wp-block-heading\" id=\"h-see-your-full-financial-picture-with-rbc-total-wealth\">See your full financial picture with RBC Total Wealth<\/h2>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Easily connect all your external accounts in just a few easy steps.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-to-connect-external-accounts\">How to connect external accounts<\/h3>\n\n\n\t\t<!-- Start of Brightcove Player -->\n\t\t\t\t\t\t<div style=\"display: block; position: relative; min-width: 0px; max-width: 640px;\">\n\t\t\t\t\t<div style=\"padding-top: 360px; \">\n\t\t\t\t\t\t<video-js\n\t\t\t\t\t\t\t\tid=\"6195694990001\"\n\t\t\t\t\t\t\t\tdata-video-id=\"6195694990001\" data-account=\"3835386791001\"\n\t\t\t\t\t\t\t\tdata-player=\"B1nmIAHN\"\n\t\t\t\t\t\t\t\tdata-usage=\"cms:WordPress:6.9.4:2.8.8:javascript\"\n\t\t\t\t\t\t\t\tdata-embed=\"default\" class=\"video-js\"\n\t\t\t\t\t\t\t\tdata-application-id=\"\"\n\t\t\t\t\t\t\t\tcontrols   \t\t\t\t\t\t\t\tstyle=\"width: 100%; height: 360px; position: absolute; top: 0; bottom: 0; right: 0; left: 0;\">\n\t\t\t\t\t\t<\/video-js>\n\n\t\t\t\t\t\t<script src=\"https:\/\/players.brightcove.net\/3835386791001\/B1nmIAHN_default\/index.min.js\"><\/script> \t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<!-- End of Brightcove Player -->\n\t\t\n\n\n<div style=\"height:21px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Download step-by-step instructions using the <a href=\"https:\/\/docs.rbcwealthmanagement.com\/us\/6754-add-external-accounts-with-total-wealth.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">PDF guide<\/a>.<\/p>\n\n\n\n<div style=\"height:54px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-explore-the-value-total-wealth-provide-s-you\"><strong>Explore the value Total Wealth provide<\/strong>s you<\/h4>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block b-dark-blue has-primary-background-color has-background b-primary\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-expandable-container-block rbc-expandable-container\"><div class=\"rbc-card rbc-card-shadow\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body rbc-card-flush rbc-card-box\">\n<div class=\"wp-block-rbcwm-expandable-block rbc-expandable\">\n<div id=\"monitor-your-cash-flow\" class=\"wp-block-rbcwm-expandable-block-title rbc-expandable-trigger rbc-expandable-arrow-wrap active\"><button aria-expanded=\"false\" aria-controls=\"monitor-your-cash-flow-content\" data-target=\"monitor-your-cash-flow-content\" data-duration=\"400\" class=\"rbc-expandable-trigger-button rbc-expandable-trigger-button-between\">\n<h6 class=\"wp-block-heading\" id=\"h-monitor-your-cash-flow\">Monitor your cash flow<\/h6>\n<div class=\"rbc-icon rbc-expandable-arrow rbc-expandable-arrow-right\"><i class=\"rbc-icon-img fal fa-angle-down\"><\/i><\/div><\/button><\/div>\n\n\n\n<div id=\"monitor-your-cash-flow-content\" aria-labelledby=\"monitor-your-cash-flow\" class=\"wp-block-rbcwm-expandable-block-content rbc-expandable-content rbc-expandable-content-inner-style content-6i5py639h65t65rt\"><div class=\"rbc-expandable-content-body\">\n<p>Stay on top of your day-to-day finances by seeing how much you&#8217;re earning, spending and saving in real time.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" height=\"683\" width=\"1024\" src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-cash-flow.jpg?w=1024\" alt=\"Take a tour screen of Cash Flow dashboard\" class=\"wp-image-24422\" style=\"width:421px;height:auto\" srcset=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-cash-flow.jpg 3210w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-cash-flow.jpg?resize=300,200 300w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-cash-flow.jpg?resize=768,512 768w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-cash-flow.jpg?resize=1024,683 1024w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-cash-flow.jpg?resize=1536,1024 1536w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-cash-flow.jpg?resize=2048,1365 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-expandable-block rbc-expandable\">\n<div id=\"create-a-budget\" class=\"wp-block-rbcwm-expandable-block-title rbc-expandable-trigger rbc-expandable-arrow-wrap\"><button aria-expanded=\"false\" aria-controls=\"create-a-budget-content\" data-target=\"create-a-budget-content\" data-duration=\"400\" class=\"rbc-expandable-trigger-button rbc-expandable-trigger-button-between\">\n<h6 class=\"wp-block-heading\" id=\"h-create-a-budget\">Create a budget<\/h6>\n<div class=\"rbc-icon rbc-expandable-arrow rbc-expandable-arrow-right\"><i class=\"rbc-icon-img fal fa-angle-down\"><\/i><\/div><\/button><\/div>\n\n\n\n<div id=\"create-a-budget-content\" aria-labelledby=\"create-a-budget\" class=\"wp-block-rbcwm-expandable-block-content rbc-expandable-content rbc-expandable-content-inner-style content-6i5py639h65t65rt\"><div class=\"rbc-expandable-content-body\">\n<p>Provides an easy way to organize your income and expenses, helping you make choices to support your goals.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" height=\"683\" width=\"1024\" src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-create-budget.jpg?w=1024\" alt=\"Take a tour screen of Create Budget dashboard\" class=\"wp-image-24423\" style=\"width:421px\" srcset=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-create-budget.jpg 3210w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-create-budget.jpg?resize=300,200 300w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-create-budget.jpg?resize=768,512 768w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-create-budget.jpg?resize=1024,683 1024w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-create-budget.jpg?resize=1536,1024 1536w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-create-budget.jpg?resize=2048,1365 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-expandable-block rbc-expandable\">\n<div id=\"aggregate-your-real-estate-valuations\" class=\"wp-block-rbcwm-expandable-block-title rbc-expandable-trigger rbc-expandable-arrow-wrap\"><button aria-expanded=\"false\" aria-controls=\"aggregate-your-real-estate-valuations-content\" data-target=\"aggregate-your-real-estate-valuations-content\" data-duration=\"400\" class=\"rbc-expandable-trigger-button rbc-expandable-trigger-button-between\">\n<h6 class=\"wp-block-heading\" id=\"h-aggregate-your-real-estate-valuations\">Aggregate your real estate valuations<\/h6>\n<div class=\"rbc-icon rbc-expandable-arrow rbc-expandable-arrow-right\"><i class=\"rbc-icon-img fal fa-angle-down\"><\/i><\/div><\/button><\/div>\n\n\n\n<div id=\"aggregate-your-real-estate-valuations-content\" aria-labelledby=\"aggregate-your-real-estate-valuations\" class=\"wp-block-rbcwm-expandable-block-content rbc-expandable-content rbc-expandable-content-inner-style content-6i5py639h65t65rt\"><div class=\"rbc-expandable-content-body\">\n<p>Keep all your real estate organized with simple, up-to-date valuations.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" height=\"683\" width=\"1024\" src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-add-real-estate-account.jpg?w=1024\" alt=\"Take a tour screen of steps to add a real estate account\" class=\"wp-image-24420\" style=\"width:421px\" srcset=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-add-real-estate-account.jpg 3210w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-add-real-estate-account.jpg?resize=300,200 300w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-add-real-estate-account.jpg?resize=768,512 768w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-add-real-estate-account.jpg?resize=1024,683 1024w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-add-real-estate-account.jpg?resize=1536,1024 1536w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-add-real-estate-account.jpg?resize=2048,1365 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-expandable-block rbc-expandable\">\n<div id=\"connected-to-your-rbc-wealthplan\" class=\"wp-block-rbcwm-expandable-block-title rbc-expandable-trigger rbc-expandable-arrow-wrap\"><button aria-expanded=\"false\" aria-controls=\"connected-to-your-rbc-wealthplan-content\" data-target=\"connected-to-your-rbc-wealthplan-content\" data-duration=\"400\" class=\"rbc-expandable-trigger-button rbc-expandable-trigger-button-between\">\n<h6 class=\"wp-block-heading\" id=\"h-connected-to-your-rbc-wealthplan\">Connected to your RBC WealthPlan<\/h6>\n<div class=\"rbc-icon rbc-expandable-arrow rbc-expandable-arrow-right\"><i class=\"rbc-icon-img fal fa-angle-down\"><\/i><\/div><\/button><\/div>\n\n\n\n<div id=\"connected-to-your-rbc-wealthplan-content\" aria-labelledby=\"connected-to-your-rbc-wealthplan\" class=\"wp-block-rbcwm-expandable-block-content rbc-expandable-content rbc-expandable-content-inner-style content-6i5py639h65t65rt\"><div class=\"rbc-expandable-content-body\">\n<p>Connects to your RBC WealthPlan to help you visualize your long-term success<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" height=\"683\" width=\"1024\" src=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-planning.jpg?w=1024\" alt=\"Take a tour screen of Planning dashboard\" class=\"wp-image-24424\" style=\"width:421px\" srcset=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-planning.jpg 3210w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-planning.jpg?resize=300,200 300w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-planning.jpg?resize=768,512 768w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-planning.jpg?resize=1024,683 1024w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-planning.jpg?resize=1536,1024 1536w, https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/take-a-tour-planning.jpg?resize=2048,1365 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div><\/div>\n<\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<div style=\"height:54px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-additional-resources\">Additional resources<\/h4>\n\n\n\n<h5 class=\"wp-block-heading\" id=\"h-\"><\/h5>\n\n\n\n<p><a href=\"https:\/\/docs.rbcwealthmanagement.com\/us\/68484-simplify-your-life-with-total-wealth.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Simplify your life with Total Wealth<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/docs.rbcwealthmanagement.com\/us\/6754-add-external-accounts-with-total-wealth.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Add external accounts with RBC Total Wealth<\/a><\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey rbc-footer-footnotes rbc-block-small has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"row wrap blockId-15f0b13c-8892-405c-99e1-3e0e98983ef8\">\n<div class=\"wp-block-rbcwm-column col-lg-12\">\n<p class=\"is-style-caption has-dark-grey-color has-text-color\"><strong>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.<\/strong> <\/p>\n\n\n\n<p class=\"is-style-caption has-dark-grey-color has-text-color\"><strong>RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member <a href=\"https:\/\/www.nyse.com\/index\">NYSE<\/a>\/<a href=\"https:\/\/www.finra.org\/\">FINRA<\/a>\/<a href=\"https:\/\/www.sipc.org\/\">SIPC<\/a>.<\/strong><\/p>\n\n\n\n<p><\/p>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":15,"featured_media":0,"parent":3939,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"take-a-tour\/plan","footnotes":""},"rbcwm_content_owner":[],"class_list":["post-22929","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Take a tour: Plan - RBC Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/take-a-tour\/plan\" \/>\n<meta property=\"og:locale\" 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