How-to guides

RBC Wealth Management Online and Mobile App

Here are step-by-step walkthroughs to help you navigate RBC Wealth Management Online and our Mobile App. If you have any questions, please contact your Investment Counselling team.

Jump to Mobile App information

RBC Wealth Management Online

How to enrol

• Signing in for the first time

How to access eDocuments

• Switching to eDocuments to reduce my paperwork
• Viewing my eDocuments, including my account statements
• Switching to electronic tax slips

How to use features and tools

• Sending a secure message containing my personal or confidential information
• Quickly transferring funds to my RBC PH&N Investment Counsel account from my RBC Royal Bank account
• Creating Watchlists of securities I want to monitor
• Nicknaming my accounts so they’re easier to tell apart
• Updating my address and contact information on file with you
• View your accounts in the order you desire
• Set your currency preference for your homepage
• Create, edit and delete account groups

Mobile App

Getting started

• How to install the RBC Mobile App

How to use features and tools

• View your eDocuments and receive notifications
• Sending a secure message containing my personal or confidential information
• Quickly transferring funds to my RBC PH&N Investment Counsel account from my RBC Royal Bank account
• Creating Watchlists of securities I want to monitor
• Nicknaming my accounts so they’re easier to tell apart
• Updating my address and contact information on file with you
• View your accounts in the order you desire
• Set your currency preference for your homepage
• Create, edit and delete account groups