{"id":1270,"date":"2023-02-14T16:50:28","date_gmt":"2023-02-14T16:50:28","guid":{"rendered":"https:\/\/www.rbcclearingandcustody.com\/en-us\/?page_id=1270"},"modified":"2025-08-25T15:08:07","modified_gmt":"2025-08-25T19:08:07","slug":"documents","status":"publish","type":"page","link":"https:\/\/www.rbcclearingandcustody.com\/en-us\/take-a-tour\/documents\/","title":{"rendered":"Documents"},"content":{"rendered":"\n<div class=\"wp-block-rbcwm-hero-block rbc-hero-wm  rbc-hero-overlap rbc-hero-overlap-mobile rbc-hero-gb18dp6lt hide-mobile-energy-lines\"><style>\n\t\t.rbc-hero-gb18dp6lt.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-gb18dp6lt.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-gb18dp6lt.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-gb18dp6lt .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-gb18dp6lt.is-style-rbc-hero-gradient::before,\n\t\t\t.rbc-hero-gb18dp6lt.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before,\n\t\t\t.rbc-hero-gb18dp6lt.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-gb18dp6lt.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-gb18dp6lt.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-gb18dp6lt.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .rbc-hero-img-wrap::before,\n            .wp-block-rbcwm-hero-block.rbc-hero-gb18dp6lt.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-gb18dp6lt.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>Documents<\/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-725de438-3017-4223-a68b-b8510745420d\">\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>The Documents section allows you to easily filter by account, document type and time period or date range.<\/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=\"6376546189112\"\n\t\t\t\t\t\t\t\tdata-video-id=\"6376546189112\" 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: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: 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><strong>Access all your documents: <\/strong>Tabs make it easy to access the type of document you need, whether it is statement, confirmation, tax document or check image.<\/p>\n\n\n\n<p><strong>Filter your documents: <\/strong>Use page filters to refine the documents shows based on the account or accounts, time period or date range and read or unread, then download multiple documents into a single PDF.<\/p>\n\n\n\n<p><strong>Download and print: <\/strong>View and print documents or download multiple documents in a combined PDF.<\/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-34e881d0-8a57-4518-b37d-d35d2b5e75c8\">\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-e6882fad-2116-4d05-ba19-9244cd5e0af3\">\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\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div>\n<\/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-1270","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>Documents - RBC Clearing &amp; 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