{"id":4263,"date":"2023-05-29T11:48:07","date_gmt":"2021-11-19T20:59:13","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/?page_id=4263"},"modified":"2025-12-02T10:27:18","modified_gmt":"2025-12-02T15:27:18","slug":"documents","status":"publish","type":"page","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/take-a-tour\/documents","title":{"rendered":"Documents"},"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-1aqs8xv1a hide-mobile-energy-lines\"><style>\n\t\t.rbc-hero-1aqs8xv1a.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-1aqs8xv1a.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) 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);\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-1aqs8xv1a.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .rbc-hero-img-wrap::before,\n            .wp-block-rbcwm-hero-block.rbc-hero-1aqs8xv1a.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-1aqs8xv1a.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\">Documents<\/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 \"><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 active\"><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>The Documents section allows you to easily filter by account, document type and time period or date range.<\/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=\"6352138875112\"\n\t\t\t\t\t\t\t\tdata-video-id=\"6352138875112\" 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>Access all your documents<\/strong>: Tabs make it easy to access the type of document you need, whether it is statement, confirmation, tax document or check image.<\/p>\n\n\n\n<p><strong>Filter your documents<\/strong>: Use page filters to refine the documents shows based on the account or accounts, time period or date range and read or unread, then download multiple documents into a single PDF.<\/p>\n\n\n\n<p><strong>Download and print<\/strong>: View and print documents or download multiple documents in a combined PDF.<\/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 filter, access, download and print your documents in the Documents section of RBC Wealth Management 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