Upon logging in, your homepage gives you easy access to the information you need most, all in one place. Your Total Wealth is shown first, and scrolling down the page provides detailed information about your accounts at-a-glance. The top navigation is always easily accessible, even as you scroll down the page.

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

  • View your Total Wealth, and convenient links to your documents, transactions, profile settings and security settings. At the top left of the homepage, you will see your Total Wealth, which is an aggregate value of all the accounts RBC has access to. Each featured icon within this section has a link to learn more.
  • View a snapshot of your accounts Get a high level look at your account values and balances front and center. Expand the section to see performance and asset allocation details.
  • Monitor the market Keep track of major indices throughout the day.
  • Receive new message and document notifications Access communications to exchange secure messages with our support staff.
  • Access your personal information, security settings and paperless preferences Change your contact information, including email address and password, as well as two-step authorization settings and paperless elections.
  • Access quick links If you need to change your paperless settings, view holdings, pay a bill, transfer funds or contact your financial professional, there are quick links located on the left side of the screen with easy access to these features.
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