RBC Wealth Management
RBC Wealth Management Overview
RBC Wealth Management provides access to a full suite of banking, investment, asset management, trust, insurance, credit/lending, and other wealth management solutions.
Our clients are financially successful individuals and families, businesses, and institutional investors.
RBC Wealth Management Client Portal Video (Watch First)
Start Here First Time User Click HereYour Home page gives you easy access to the information you need most, all in one place. You can view and manage your accounts, stay up-to-date with the market, contact your financial professional and access statements and documents—24 hours a day from any computer, tablet or mobile device.
RBC Investor Client Portal Link
RBC Client Service Team, (800) 933-9946
Cash Management & Credit Guide
This guide helps explain RBC Cash Management features on the redesigned Investor Connect client website, including bill pay, transfers* (options include but are not limited to internal cash journals and ACH in/out transfers), check ordering and debit card management.
Total Wealth Report
Total Wealth brings your entire financial life together within RBC Wealth Management Online. By connecting your external accounts, you and your RBC Wealth Management financial advisor gain the clarity needed to build a more meaningful RBC WealthPlan®.
RBC Wealth Management Market Tools Video
Within the Markets & Tools view, you can learn about today’s market movers, find a market overview, and discover the latest news.
Sample Client Statement
Your consolidated client statement brings all of your accounts, holdings, and transactions together in a single, easy-to-read document — so you always know exactly where you stand, without having to piece it together from multiple sources