Offer your clients more value and grow your business with innovative cash management solutions.
Attracting and retaining clients in today’s competitive marketplace may depend (at least in part) on how well you differentiate your business. But how do you do that operationally?
One way is to offer value-added services. Another is to help simplify your clients’ financial lives. A third is to expand the financial services you offer.
You can quickly and easily accomplish all three differentiation strategies by delivering our innovative cash management solutions.
The new RBC Cash Management Account, available only from RBC Clearing & Custody, is designed to help clients achieve their goals related to saving and spending money efficiently and effectively.
RBC recently improved the Cash Management Account online and mobile capabilities your clients can take advantage of today, including:
These capabilities are in addition to long-standing cash management features previously available from RBC including a cash sweep offering, up to $5 million in FDIC coverage, no foreign transaction fees, check writing and more.
Our cash sweep solution, RBC Insured Deposits, offers immediate liquidity and up to $5 million in FDIC insurance per client in each insurable capacity.
This program makes it easy for your clients to enjoy the following advantages:
Please see our Cash Sweep Program Overview for more information.
Investment and insurance products offered through RBC Capital Markets, LLC 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.
Speak with a representative to learn more or schedule a demo.
Provide clients with financial flexibility and strategic portfolio liquidity—without selling assets or disrupting their long-term investment strategies.
Access a broad range of fee-based account structures and qualified money managers suited for your clients’ goals and your advisory business.
Develop deeper, longer-lasting relationships with your clients by offering them trust services to help preserve and transfer wealth.