Account summary

RBC Wealth Management Online

You’ll find your accounts clearly organized under the Account summary tab, beginning with your current account total. The positions and balances provide an overview of cash, securities, and other investments as well as pending payments.

Click on the links below to explore some of the features within the Account summary tab.

  • Account summaries

    Choose an account to view a summarized breakdown of the total value.

  • Online documents

    View your current or archived financial documents and retrieve and read related documents.

  • Transaction details

    Use the search filters on the Transaction detail page to get a quick view of the activity in an account.

  • Know where you stand

    Stay up-to-date with all of your accounts. Your current positions are updated throughout the day to help you make smart, informed decisions.

  • Download or print

    Download full account information and returns or print exactly what you see on screen.

take a tour account summary

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.

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