{"id":1266,"date":"2023-02-14T16:49:52","date_gmt":"2023-02-14T16:49:52","guid":{"rendered":"https:\/\/www.rbcclearingandcustody.com\/en-us\/?page_id=1266"},"modified":"2025-08-25T15:06:39","modified_gmt":"2025-08-25T19:06:39","slug":"accounts","status":"publish","type":"page","link":"https:\/\/www.rbcclearingandcustody.com\/en-us\/take-a-tour\/accounts\/","title":{"rendered":"Accounts"},"content":{"rendered":"\n<div class=\"wp-block-rbcwm-hero-block rbc-hero-wm  rbc-hero-overlap rbc-hero-overlap-mobile rbc-hero-bzoi0rvfk hide-mobile-energy-lines\"><style>\n\t\t.rbc-hero-bzoi0rvfk.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-bzoi0rvfk.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-bzoi0rvfk.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-bzoi0rvfk .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-bzoi0rvfk.is-style-rbc-hero-gradient::before,\n\t\t\t.rbc-hero-bzoi0rvfk.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before,\n\t\t\t.rbc-hero-bzoi0rvfk.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-bzoi0rvfk.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-bzoi0rvfk.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-bzoi0rvfk.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .rbc-hero-img-wrap::before,\n            .wp-block-rbcwm-hero-block.rbc-hero-bzoi0rvfk.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-bzoi0rvfk.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>Accounts<\/span><\/h1>\n<p class=\"has-large-font-size wp-block-paragraph\">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-c65984e0-c383-43a8-a89b-7e45ab56d701\">\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  \"><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 class=\"wp-block-paragraph\">In the Accounts section, you\u2019re able to view your financial information with greater control. You can readily access your account overview which includes cash and cash alternatives, holdings, account performance and asset allocation.<\/p>\n\n\n\t\t<!-- Start of Brightcove Player -->\n\t\t\t\t\t\t<div style=\"display: block; position: relative; min-width: 0px; max-width: 640px;\">\n\t\t\t\t\t<div style=\"padding-top: 360px; \">\n\t\t\t\t\t\t<video-js\n\t\t\t\t\t\t\t\tid=\"6376548048112\"\n\t\t\t\t\t\t\t\tdata-video-id=\"6376548048112\" data-account=\"3835386791001\"\n\t\t\t\t\t\t\t\tdata-player=\"B1nmIAHN\"\n\t\t\t\t\t\t\t\tdata-usage=\"cms:WordPress:7.0.2:2.8.8: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: 360px; 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\/B1nmIAHN_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\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Evaluate your portfolio: <\/strong>Filter by account at the top and use the navigation to view an overview of the total value, performance, allocation and balances. Or delve into your holdings based on asset type, position and cost basis.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Explore your reports: <\/strong>Select from the Gain\/Loss to view detailed information on Realized Gain\/Loss and Unrealized Gain\/Loss for your accounts. You can take a more in-depth look at your holdings, including tax lots and cost basis information.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Look up historical transactions under any account: <\/strong>Choose from the Activity and Open Orders tabs to view historical or current activity in an account.<\/p>\n\n\n\n<p class=\"is-style-disclaimer mt-1 wp-block-paragraph\">*Features may vary. Contact your financial professional to learn more.<\/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-90f75122-8b66-4be9-801c-7c0d04480b9d\">\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-6c6a3ac8-a3a9-4b83-ac0e-c5879dbed9e3\">\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":1006,"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-1266","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>Accounts - 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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