Accounts

RBC Wealth Management Online

You’ll find your accounts clearly organized under the Accounts menu item, beginning with your current account overview, which includes cash and cash alternatives, holdings, account performance and asset allocation.

Click on the links below to explore some of the features within the Accounts tab. (Images for illustration purposes.)

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.
Select from the Gain/Loss and Income Summary tabs to take anin-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.
Choose from the Activity and Open Orders tabs to view historical or current activity in an account.