Client portal: Advisor Connect

Client support 

Refer to this online support page for quick answers to your client portal needs. For additional support with your portfolio, monthly statements, investment planning and administrative needs, contact your financial professional.

User ID and Password


You can reset your password by completing the Forgot Password process . To verify your identity, please enter the personal information you supplied when you registered your user ID. After the information is confirmed, you will be prompted to create a new password.

Passwords are case sensitive and may include numbers and special characters. Check to see if your caps lock button is on.

You can change your password at any time by completing the following steps:

  • Go to Settings -> Security -> Change password.
  • Type your old password.
  • Type your new password.
  • Type your new password again to confirm it.
  • Choose “Submit.”

No. For security reasons, the website does not save your password.

User ID

Your user ID identifies you to the website and determines which accounts display. You created this user ID when you registered. If you forget your user ID, complete the Forgot User ID process 

No. For security reasons, the user ID you created during registration cannot be changed. You can, however, register a new user ID and cancel your previous one.

Your user ID is automatically disabled after four incorrect sign-in attempts.

To re-activate your user ID complete the Forgot Password process or call Client Support Services, toll-free at 1-800-933-9946, weekdays from 8:00 a.m. to 10:00 p.m. ET and Saturdays from 10:00 a.m. to 6:00 p.m. ET. After verifying your identity, Client Support Services will unlock your user ID and restore your service.


Current clients of RBC Clearing & Custody firms are eligible to register for online access.


You can view up to 100 accounts for each user ID you establish.

Yes, however online access is intended to provide information and documents in compliance with applicable United States laws and regulations.

For non-U.S. residents or citizens, RBC Capital Markets, LLC might not be licensed in your jurisdiction, and the contents of this website are not a solicitation or advertisement in your jurisdiction.

No, we require that the custodian for the account be the one to register to view it online.

Go to Settings > Manage Accounts > Remove Accounts.

Two-step authentication

You can add an extra layer of security when logging into your account by using two-step authentication. To enable two-step authentication, go to Settings > Security > Login Security.

Yes, you can update your security preferences at any time and may disable two-step authentication. Go to Settings > Security > Login Security to update your settings or call Client Support Services, toll-free at 1-800-933-9946, weekdays from 8:00 a.m. to 10:00 p.m. ET and Saturdays from 10:00 a.m. to 6:00 p.m. ET for assistance.

Disabling two-step authentication will only affect receiving a passcode when logging into your account. Two-step authentication is required to access certain features after login.

Call Client Support Services, toll-free at 1-800-933-9946, weekdays from 8:00 a.m. to 10:00 p.m. ET and Saturdays from 10:00 a.m. to 6:00 p.m. ET. For security reasons, you will be asked to verify your identity.

Once you enable two-step authentication, you can select “Remember this device” when prompted to enter a passcode at login. The next time you login on that device, you will not be prompted to enter a passcode. For security reasons, devices are automatically cleared after 30 days. You will be required to enter a passcode at login whenever your device is not recognized.

Two-step authentication provides an extra layer of security by requiring a passcode in addition to your User ID and password when logging into your account. If two-step authentication is enabled at login, any devices you have remembered are cleared after 30 days and a passcode is required to login. Additionally, a passcode may be required to access certain features after login.

Two-step authentication helps prevent unauthorized access to your account and protect your personal information. A valid passcode is effective for 15 minutes; after 15 minutes you may need to re-enter a passcode when accessing certain features.

Settings and contact information changes

To add an account for online viewing:

  1. Go to Settings > Accounts > Add Accounts.
  2. Type the Account label and Account number.
  3. Label the account with a meaningful name. You can use up to 24 characters for each account.
  4. Check to make sure the account numbers are correct and select “Link.”

The account should appear online in one to two business days.

Note: If you are not the account owner, please have the account owner contact their financial advisor’s office or Client Support Services at 800-933-9946 option 3. Authorization must be given before accounts are available to view online.

To update your account address information, please contact your financial advisor.

We feel it is best to consult with a financial professional prior to placing securities trades and therefore do not offer client-directed trading online. If you would like to place a trade, please contact your financial professional.

Note: Your financial professional cannot not accept any transaction instructions via voicemail or written communications and will need to speak with you.

Mobile app

The mobile app is compatible with iPhone, iPad and iPod touch, and Android phones. It requires iOS 13.0 or later, and Android 10.0 and up. Android tablets are not currently supported.

  1. Open the App Store or Google Play.
  2. Search for “RBC Connect”
  3. Download the “RBC Connect” app.
  4. On iOS, you will be required to enter your Apple ID, use Touch ID or Face ID to install the mobile app. On Android, you may be required to enter your password.

Enter the same user ID and password you used to set up client portal access.

From the mobile app main menu, go to Security and select enable/disable Face ID.

Your mobile cash management features match those available in the client portal.

Mobile check deposit

Mobile deposit is available to clients who have registered for the client portal. To register:

  1. Visit
  2. Tap “Register” from the “Access your Account” log in box.
  3. Once registered, download the mobile app from the App Store or Google Play.

No, mobile deposit is a free feature.

No, the check deposit feature is only available through the mobile app.

All accounts are eligible except retirement accounts.

You may deposit the same types of checks that you typically mail or drop off to your financial professional for deposit. Cashier’s checks, traveler’s checks, starter checks, international checks and U.S. savings bonds are not eligible.

Yes, before you are able to deposit your check through the app, you must sign the back of the check.

Mobile deposit limits are shown on screen when you begin the Deposit. Generally, the daily limit is $100,000 and monthly is $250,000.

Yes, you will receive a deposit completed message after the deposit is made. An email will be sent once your deposit has been accepted and a message about the deposit will be sent to your financial professional.

Checks deposited before 4 p.m. Central will be posted in the account the same business day. Checks deposited after 4 p.m. will be available after 12:30 p.m. Central the following business day.

Place your check on a flat, dark surface in a well-lit room so that you can steady your device’s camera to capture all four corners of the check.

You may receive a notification of a duplicate check or poor image within the app. If there are further issues with your deposit, you will receive an email notification that your check was rejected.

Note: If your check deposit is identified as a duplicate or rejected, it cannot be resubmitted through the app. You will need to mail or bring the physical check to the branch or request that the issuer reissue a new check.

It is recommended that you save the check(s) until you have confirmation that the deposit has been successfully credited to your account. In case the original check is required for any reason, it’s recommended you retain the check(s) for a week before destroying.

Going paperless

Paperless election means that you no longer receive the paper account documents in the mail and that you receive an email notification when the new account documents are available to view online.

Yes, you need to complete registration for online access in order to make paperless elections and view your documents online.

To go paperless, do the following for each account:

  1. Go to Settings > Paperless Preferences.
  2. To enroll all eligible accounts in paperless document delivery, check the “Enroll all eligible accounts” box.
  3. To review paperless elections for each individual account, choose “Edit” and select the document types you’d like to receive via paperless delivery.
  4. Select “Save Changes.”

For security purposes, only account owners are able to elect to go paperless for their accounts. The following individuals can make elections on the specified account types:

  • Single account: Account owner*
  • Joint account: One of the account owners
  • Custodial account: Custodian only. Minors will be denied access.
  • Estate account: Executor or administrator
  • Partnership account: Any of the partners
  • Trust account: Any of the trustees
  • Investment club account: Any of the documented investors in the club
  • Corporation account: Officer listed on the corporate resolution form or certificate of investment powers
  • Qualified plan account: An individual listed as for benefit of (FBO) on the account who also receives a statement at their home address. An FBO individual listed only on a duplicate statement may not make elections for the account.
  • Institutional account: Officer listed on the institutional account agreement.

*For single accounts, account owners may make paperless elections with the following exceptions:

  • Paperless reporting for proxy information and reorganization notices is not available for managed accounts. These account owners may elect paperless reporting for account statements, trade confirmations, tax documents and mutual fund prospectuses.
  • If an account owner has given power of attorney to another individual, that individual may make paperless elections in the account as long as the firm has the necessary power of attorney paperwork on file for the account.

Any election-eligible person can make initial elections online and go back to change elections at a later time, whether they make the initial elections or not.

In cases of multiple account owners accessing the same account using different user IDs, the first owner to make paperless elections receives the email notification. Only one owner per account can receive the email notifications that their electronic documents are available.

Individuals who are not the account owner, as listed above, can view the account online or receive duplicate paper copies of account documents, such as statements or confirms. These individuals cannot make paperless elections, but they can go paperless by having the account owners contact the financial professional for the account.

Individuals who jointly own some accounts cannot make paperless elections to non-joint accounts. For example: You cannot go paperless for a spouse ‘s IRA.

If you elect to go paperless, you will be notified by email when the related electronic documents become available for viewing on a third-party website. Please note, in some instances you will continue to receive printed versions of these documents if the fund company does not produce an electronic version of the report.

Tax information and cost basis

To view and download current and archived account documents, sign into our secure client portal and select Documents at the top of the screen. You can also contact your financial professional for copies of tax documents.

Yes, we support select TurboTax and H&R Block downloads and features.

Cost basis is the price you paid to purchase a security plus any additional fees or commissions. This is displayed as “Net Cost” and is used to determine tax liability (gain or loss) when the position is closed in a taxable account.

If the cost basis is not known, N/A (not available) appears under both Net Cost and Unrealized Gain/Loss. If you can provide this information, contact your financial professional to have it added. Common reason for N/A includes stock splits and partial sale of a security position.

We subtract the net original cost of the security, identified as Net Cost on the site, from the current market value. For short sales, we subtract the current market value from the net sale proceeds. Where applicable, gain/loss is broken out between purchased tax lots and reinvested tax lots.

The calculation is affected by the following security types and other factors:

  • Unit investment trusts (UITs)
    The cost basis for UITs is not available on your online access, so N/A (Not applicable) appears for gain/loss.
  • Mutual funds
    Reinvested dividends and capital gains are reported separately from the original cost. For a mutual fund investment, this can result in a gain/loss figure that differs significantly from the cumulative total return that’s reported by the mutual fund manager.
    Cumulative total return is a standard gauge of mutual fund performance that measures the total rise in value of a share of a fund over time. This assumes the reinvestment of dividends and capital gains at zero cost.
  • Fixed income securities
    We accrete or amortize the discount or premium on a fixed income security, if applicable. However, we do not include performance factors, such as income earned over time, in the calculation.
  • Equities
    We do not include cash dividends in the calculation.
  • Options
    Gain/loss is calculated for option contracts that are purchased or sold. There are limitations related to calculating gain/loss for options contracts that are assigned or exercised. We are not able to match an option trade with an assigned or exercised security in order to adjust the cost basis on the underlying security.

    For example, if you are short five puts that are assigned, the gain or loss is reflected on the option assignment only. No adjustment is made to the cost basis upon the purchase of the underlying security.

Cash management and funds transfer

Cash management features may vary, please consult with your financial professional.

From the Home page, in the Your Accounts section, choose the More icon (three dots) for the appropriate account and then choose Bill Pay.

Checks are ordered via a third-party site. To access it:

  1. From the Home page, in the RBC Accounts section, choose the More icon (three dots) for the appropriate account.
  2. From the drop-down that opens, select Order Checks, then follow the prompts to complete enhanced authentication (see page 1).
  3. The Harland Clarke (third-party vendor) website opens, and you can place your order.

From the Home page, in the Your Accounts section, choose the More icon (three dots) for the appropriate account and then choose Transfer Funds.

From the Home page, choose “Transfer & Pay” and then choose “Transfer Funds.”

General questions

Contact your financial professional to change or update your beneficiary designation(s).

If the account has been recently closed, contact your financial professional. If the account has been purged from our system, contact our Document Retrieval department at 833-687-2296, option 6, for more information.

For general inquiries:
Monday – Friday: 8:30 a.m. – 6:00 p.m. ET
Telephone: 1-800-759-4029

For Online account access help:
Monday – Friday: 8:00 a.m. – 10:00 a.m. ET
Saturday: 10:00 a.m. – 6:00 p.m. ET
Telephone: 1-800-933-9946

Client Support Services is closed on the following holidays:

  • New Year’s Day
  • Martin Luther King, Jr. Day
  • Presidents’ Day
  • Good Friday
  • Memorial Day
  • Independence Day
  • Labor Day
  • Thanksgiving Day
  • Christmas Day

RBC Clearing & Custody does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC C&C should be construed as legal, accounting or tax advice.