Streamline your wealth management experience
Your Home page gives you easy access to the information you need most, all in one place. You can view and manage your accounts, stay up-to-date with the market, contact your financial professional and access statements and documents—24 hours a day from any computer, tablet or mobile device.
View your Total Wealth, with convenient links to your documents, transactions, profile and security settings: At the top left of the Home Page, you will see your Total Wealth, which is an aggregate value of all your accounts RBC has access to. Each featured icon within this section has a link to learn more.
View a snapshot of your RBC accounts, groups and portfolio: Get a high level look at your account values and balances front and center. RBC accounts are featured at the top right of the Home Page, and any external accounts you’ve added—as well as Your RBC WealthPlan at a Glance—will appear below it.
Monitor the market: Keep track of major indices throughout the day with interactive graphs and live updates.
Receive new message and document alerts: Access the Messages center to exchange secure communications and documents with Technical Support.
Manage your profile: Change your contact information, including phone number and password, as well as two-step authorization settings and paperless elections.
Customize your quick links: If you often change your paperless settings, view holdings, pay a bill, transfer funds or contact your financial professional, customize the quick links located on the left side of the screen to quickly access to these features.