Take a Tour

Streamline your wealth management experience

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’re looking for.

An all-new menu allows easier navigation to view your account information, resources, communications and documents. Key benefits of the website include:

Enjoy intuitive self-service capabilities that make it easy to complete tasks yourself.
View account details to stay up-to-date on your positions, with enhanced reporting, transaction and trade information.
Take control with cash management features*, including capabilities to transfer funds between RBC or external accounts, and pay bills.
Enjoy convenient paperless delivery of your account documents.
Access account documents, including a full archive of your account statements, tax documents and trade confirmations.
Explore your lending options with RBC Credit Access Line.
Securely exchange communications with our support staff.
Manage your settings, including contact information and security settings without making a call.
Access the RBC Connect mobile app with the same user ID and password, and enjoy convenient account features on-the-go, such as mobile check deposit.
Easy access to your financial professional’s contact information.

On-screen guided tours

To help you get familiar with the website, upon logging in you’ll 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.)

Explore the opportunity

Use the links to the left to explore some of the core sections of the client portal, or register to get started.

*Cash management features may vary. Contact your financial professional to learn more.