{"id":4260,"date":"2023-05-29T11:45:59","date_gmt":"2021-11-19T21:19:45","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/?page_id=4260"},"modified":"2025-12-02T10:26:28","modified_gmt":"2025-12-02T15:26:28","slug":"accounts","status":"publish","type":"page","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/take-a-tour\/accounts","title":{"rendered":"Accounts"},"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-9lz3yh8te hide-mobile-energy-lines\"><style>\n\t\t.rbc-hero-9lz3yh8te.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-9lz3yh8te.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-9lz3yh8te.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-9lz3yh8te .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-9lz3yh8te.is-style-rbc-hero-gradient::before,\n\t\t\t.rbc-hero-9lz3yh8te.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before,\n\t\t\t.rbc-hero-9lz3yh8te.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-9lz3yh8te.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-9lz3yh8te.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-9lz3yh8te.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .rbc-hero-img-wrap::before,\n            .wp-block-rbcwm-hero-block.rbc-hero-9lz3yh8te.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-9lz3yh8te.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=\"has-extra-large-font-size\">Accounts<\/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-da3f8121-0244-4620-b451-486dccbf408a\">\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 active\"><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 \"><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<p>In the Accounts section, you\u2019re able to view your financial information with greater control. You can readily access your account overview which includes cash and cash alternatives, holdings, account performance and asset allocation.<\/p>\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: 56%; \">\n\t\t\t\t\t\t<video-js\n\t\t\t\t\t\t\t\tid=\"6352136813112\"\n\t\t\t\t\t\t\t\tdata-video-id=\"6352136813112\" data-account=\"3835386791001\"\n\t\t\t\t\t\t\t\tdata-player=\"CA89MavL6\"\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\/CA89MavL6_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:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Evaluate your portfolio<\/strong>: Filter by account at the top and use the navigation to view an overview of the total value, performance, allocation and balances. Or delve into your holdings based on asset type, position and cost basis. Editable tables and interactive graphs let you customize your view.<\/p>\n\n\n\n<p><strong>Explore your reports<\/strong>: Select from the Gain\/Loss and Income Summary tabs to take an in-depth look at the value of your portfolio, including tax lots and cost basis information, income received to-date and a 12-month projection of the income you can expect based on your current holdings. The Fixed Income tab shows details of any securities you own that pay a fixed amount of interest.<\/p>\n\n\n\n<p><strong>Look up historical transactions under any account<\/strong>: Choose from the Activity and Open Orders tabs to view historical or current activity in an account.<\/p>\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":"<p>Learn how to see your holdings, view information on cash &#038; money markets, transfer funds and more in the Account section of RBC Wealth Management 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