{"id":1006,"date":"2023-02-03T21:58:54","date_gmt":"2023-02-03T21:58:54","guid":{"rendered":"https:\/\/www.rbcclearingandcustody.com\/en-us\/?page_id=1006"},"modified":"2025-09-18T11:38:28","modified_gmt":"2025-09-18T15:38:28","slug":"take-a-tour","status":"publish","type":"page","link":"https:\/\/www.rbcclearingandcustody.com\/en-us\/take-a-tour\/","title":{"rendered":"Take a Tour"},"content":{"rendered":"\n<div class=\"wp-block-rbcwm-hero-block rbc-hero-wm  rbc-hero-overlap rbc-hero-overlap-mobile rbc-hero-pl1vyovo6 hide-mobile-energy-lines\"><style>\n\t\t.rbc-hero-pl1vyovo6.is-style-rbc-hero-gradient::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-pl1vyovo6.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-pl1vyovo6.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before {\n\t\t\tbackground: linear-gradient(180deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-pl1vyovo6 .rbc-hero-energy-lines.rbc-hero-energy-lines-left {\n\t\t\ttransform: scaleX(-1);\n\t\t}\n\n\t\t@media (max-width: 991px) {\n\t\t\t.rbc-hero-pl1vyovo6.is-style-rbc-hero-gradient::before,\n\t\t\t.rbc-hero-pl1vyovo6.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before,\n\t\t\t.rbc-hero-pl1vyovo6.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\t\tbackground: none;\n\t\t\t}\n\n\t\t\t.rbc-hero-pl1vyovo6.rbc-hero-has-image-full.hide-mobile-energy-lines .rbc-hero-energy-lines {\n\t\t\t\tdisplay: none;\n\t\t\t}\n\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-pl1vyovo6.is-style-rbc-hero-gradient .rbc-hero-img-wrap::after {\n\t\t\t\tbackground: linear-gradient( 0deg, #023169 0%, rgba(94, 120, 131, 0) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-pl1vyovo6.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .rbc-hero-img-wrap::before,\n            .wp-block-rbcwm-hero-block.rbc-hero-pl1vyovo6.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .container .rbc-hero-img-wrap::before {\n\t\t\t\tbackground: linear-gradient( 180deg, #023169 0%, rgba( 94, 120, 131, 0 ) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-pl1vyovo6.is-style-rbc-hero-gradient .rbc-hero-card {\n\t\t\t\tbackground: #023169;\n\t\t\t}\n\t\t}\n\t<\/style><div class=\"container\"><div class=\"row no-gutters\"><div class=\"col-lg-12 rbc-hero-card-content\"><div class=\"rbc-card rbc-hero-card rbc-hero has-content\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-hero-body-content\"><h1 class=\"rbc-hero-title\"><span>Take a Tour<\/span><\/h1>\n<p class=\"has-large-font-size\">Streamline your wealth management experience<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"rbc-hero-img-wrap col-lg-5 order-2 order-lg-1\"><\/div><\/div><\/div><\/div>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row justify-content-center\"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-columns container\"><div class=\"row justify-content-between wrap blockId-21ca555d-ce1c-4399-bbbe-7403171c3820\">\n<div class=\"wp-block-rbcwm-column col-lg-4 mt-3 mt-lg-0 order-2 order-lg-0\">\t\t<nav class=\"rbc-sidebar\">\n\t\t\t<ul class=\"menu\">\n\t\t\t\t\t\t\t\t\t<li class=\"menu-item  active\"><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/take-a-tour\/\">Take a Tour<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<ul class=\"sub-menu\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li class=\"sub-menu-item \"><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/take-a-tour\/home\/\">Home<\/a><\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li class=\"sub-menu-item \"><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/take-a-tour\/accounts\/\">Accounts<\/a><\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li class=\"sub-menu-item \"><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/take-a-tour\/markets-and-tools\/\">Markets &amp; tools<\/a><\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li class=\"sub-menu-item \"><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/take-a-tour\/documents\/\">Documents<\/a><\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t<li class=\"menu-item  \"><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/take-a-tour\/mobile-app\/\">Mobile app<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<\/ul>\n\t\t<\/nav>\n\t\t<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-7\">\n<p>Your personalized client portal features an intuitive and dynamic interface and delivers the latest functionality to make it quick and easy for you to find what you\u2019re looking for.<\/p>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-flush-top rbc-block-small\"><div class=\"\"><div class=\"row \"><div class=\"col-lg-12\">\t\t<!-- Start of Brightcove Player -->\n\t\t\t\t\t\t<div style=\"display: block; position: relative; min-width: 0px; max-width: 500px;\">\n\t\t\t\t\t<div style=\"padding-top: 56%; \">\n\t\t\t\t\t\t<video-js\n\t\t\t\t\t\t\t\tid=\"6306082229112\"\n\t\t\t\t\t\t\t\tdata-video-id=\"6306082229112\" data-account=\"3835386791001\"\n\t\t\t\t\t\t\t\tdata-player=\"TSWvmn9E5\"\n\t\t\t\t\t\t\t\tdata-usage=\"cms:WordPress:6.9.4:2.8.8:javascript\"\n\t\t\t\t\t\t\t\tdata-embed=\"default\" class=\"video-js\"\n\t\t\t\t\t\t\t\tdata-application-id=\"\"\n\t\t\t\t\t\t\t\tcontrols   \t\t\t\t\t\t\t\tstyle=\"width: 100%; height: 281px; position: absolute; top: 0; bottom: 0; right: 0; left: 0;\">\n\t\t\t\t\t\t<\/video-js>\n\n\t\t\t\t\t\t<script src=\"https:\/\/players.brightcove.net\/3835386791001\/TSWvmn9E5_default\/index.min.js\"><\/script> \t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<!-- End of Brightcove Player -->\n\t\t<\/div><\/div><\/div><\/section>\n\n\n\n<p class=\"mt-half\">An all-new menu allows easier navigation to view your account information, resources, communications and documents. Key benefits of the website include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Enjoy intuitive self-service capabilities<\/strong>&nbsp;that make it easy to complete tasks yourself.<\/li>\n\n\n\n<li><strong>View account details<\/strong>&nbsp;to stay up-to-date on your positions, with enhanced reporting, transaction and trade information.<\/li>\n\n\n\n<li><strong>Take control with cash management features*<\/strong>, including capabilities to transfer funds between RBC or external accounts, and pay bills.<\/li>\n\n\n\n<li><strong>Enjoy convenient paperless delivery<\/strong>&nbsp;of your account documents.<\/li>\n\n\n\n<li><strong>Access account documents<\/strong>, including a full archive of your account statements, tax documents and trade confirmations.<\/li>\n\n\n\n<li><strong>Explore your lending options<\/strong>&nbsp;with RBC Credit Access Line.<\/li>\n\n\n\n<li><strong>Securely exchange communications<\/strong>&nbsp;with our support staff.<\/li>\n\n\n\n<li><strong>Manage your settings<\/strong>, including contact information and security settings without making a call.<\/li>\n\n\n\n<li><strong>Access the RBC Connect mobile app<\/strong>&nbsp;with the same user ID and password, and enjoy convenient account features on-the-go, such as mobile check deposit.<\/li>\n\n\n\n<li><strong>Easy access to your financial professional\u2019s<\/strong>&nbsp;contact information.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-on-screen-guided-tours\">On-screen guided tours<\/h3>\n\n\n\n<p>To help you get familiar with the website, upon logging in you\u2019ll be invited to take a guided tour that shows you how to navigate to tools and content, and explains how to use key features. (Guided tours not available on tablet or mobile.)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-explore-the-opportunity\">Explore the opportunity<\/h3>\n\n\n\n<p>Use the links to the left to explore some of the core sections of the client portal, or register to get started.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.investor-connect.com\/WMConnect\/ConnectWeb\/registration\/RBCConnectRegistrationView.invoke\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">Register for Investor Connect&nbsp;<\/a><a href=\"https:\/\/www.investor-connect.com\/WMConnect\/ConnectWeb\/registration\/RBCConnectRegistrationView.invoke\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcadvisorconnect.com\/WMConnect\/ConnectWeb\/registration\/RBCConnectRegistrationView.invoke\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">Register for RBC Advisor Connect&nbsp;<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcadvisorconnect.com\/WMConnect\/ConnectWeb\/registration\/RBCConnectRegistrationView.invoke\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><\/p>\n\n\n\n<p class=\"is-style-disclaimer\"><em>*Cash management features may vary. Contact your financial professional to learn more.<\/em><\/p>\n<\/div>\n<\/div><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-footer has-primary-background-color has-background b-primary\"><div class=\"container\"><div class=\"row justify-content-center\"><div class=\"col-lg-12\">\n<div class=\"row justify-content-between no-gutters blockId-d5d94798-b743-475a-863f-7c159ce75eb6\">\n<div class=\"wp-block-rbcwm-column col-sm-12 col-md-8 col-lg-8\">\n<div class=\"row justify-content-between wrap blockId-a97d290f-db7b-49a1-af89-da6cbe3b981c\">\n<div class=\"wp-block-rbcwm-column col-sm-4 col-md-4\">\n<ul class=\"wp-block-list is-style-list-links rbc-footer-items has-white-color has-text-color\">\n<li><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/legal\/privacy-policy\/\" data-type=\"URL\" data-id=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/legal\/privacy-policy\/\">Privacy and security<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/legal\/\" data-type=\"page\" data-id=\"74\">Legal disclosures<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/legal\/user-agreement-to-view-accounts-through-rbc-wealth-management-rbc-advisor-connect-and-or-investor-connect\/\" data-type=\"URL\" data-id=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/legal\/user-agreement-to-view-accounts-through-rbc-wealth-management-rbc-advisor-connect-and-or-investor-connect\/\">User agreement<\/a><\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-sm-5 col-md-5\">\n<ul class=\"wp-block-list is-style-list-links rbc-footer-items has-white-color has-text-color\">\n<li><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/legal\/statement-of-financial-condition\/\" data-type=\"URL\" data-id=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/legal\/statement-of-financial-condition\/\">Statement of financial condition<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/legal\/business-continuity-plan\/\" data-type=\"URL\" data-id=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/legal\/business-continuity-plan\/\">Business Continuity Plan<\/a><\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-sm-3 col-md-3\">\n<ul class=\"wp-block-list is-style-list-links rbc-footer-items has-white-color has-text-color\">\n<li><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/legal\/non-u-s-residents\/\" data-type=\"URL\" data-id=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/legal\/non-u-s-residents\/\">Non-U.S. Residents<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.rbc.com\/accessibility\/index.html\" data-type=\"URL\" data-id=\"https:\/\/www.rbc.com\/accessibility\/index.html\" target=\"_blank\" rel=\"noreferrer noopener\">Accessibility<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"templates\/tour.php","meta":{"_acf_changed":false,"editor_notices":[],"footnotes":""},"rbcwm_content_owner":[],"class_list":["post-1006","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Take a Tour - RBC Clearing &amp; Custody<\/title>\n<meta name=\"description\" content=\"We provide responsive clearing and execution services to successful financial services businesses like yours. 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