Institutional services and equity trading


Support and grow your institutional business with technology, products and professionals to help you serve clients with confidence.

Leverage the capital strength of a global leader in diversified financial services to help minimize costs and maximize efficiency at your firm.

At RBC Clearing & Custody, we understand the unique needs that come with serving institutional clients—and offer you business technology, trading and operational expertise to meet them. Plus, by working with us, you benefit from the capital markets capabilities of one of the nation’s leading full-service securities firms.

Institutional clearing services

We offer clearing and settlement for:

  • Equities (U.S. and international)
  • Fixed income (U.S. and international)
  • Options (U.S.)

Institutional clearing technology

Our technology systems help improve trading and operational efficiency and transparency. We offer:

  • Trade matching
  • Trade settlement
  • Order routing

Discover our institutional clearing technology 

Trade compliance and guidance

We provide tools and expertise to help your firm fulfill regulatory requirements including REG BI, CAT, TRACE, MSRB and Best Execution reporting.

Equity and fixed income trading support

Our dedicated staff is available to support your team through day-to-day operations such as trade billing, reconciliation, trade breaks, settlement instructions, settlement status and more.

Our growing list of supported trading systems includes and is not limited to: Bloomberg EMSX, Bloomberg TOMS, BondPub, CapeLogic, EZE / Real-Tick, Fabkom, FIS Valdi OMS, FlexTrade, ICE BondPoint, Indigo, Itiviti, LiquidityBook, Mixit, Morningstar Total Rebalance Expert, Neomantra, Neovest, Nitrogen Trading, Orion, Raptor Trading, Refinitv REDI EMS, SS&C, Sterling Trader, Tamarac, TRAFiX, VestmarkONE, Wolverine, Zia.1

1 RBC Clearing & Custody is not affiliated or associated with the listed companies or products. The list is merely of trading systems that can be supported through the RBC Clearing & Custody platform.

Contact us for a complimentary consultation


Speak with a representative to learn more or schedule a demo.

Our perspectives

Seven securities business trends to watch

Your business 7 minute read
– Seven securities business trends to watch

Why our broker-dealer and RIA technology has the human touch

Your business 9 minute read
– Why our broker-dealer and RIA technology has the human touch

New ways to grow your retirement planning business revenue

Your business 9 minute read
– New ways to grow your retirement planning business revenue