Wealth Management Guide.pdf

RBC Wealth Management Online Services allows clients to view their accounts, portfolios, and transactions online. Key features include:

Viewing account balances and statements
Viewing portfolios, holdings, and transactions
Viewing term deposits and credit facilities
Making transfers and payments
Tracking service requests
Exporting data to spreadsheets
Viewing and downloading statements and advices

To access Online Services, clients can log in from the RBC Wealth Management website. First-time users must complete a one-time setup process, which includes:

Entering login ID and temporary password
Changing password
Setting identification question and answer
* Setting security question and answer

Existing users can log in with their login ID and password, and can change their password, identification question, and security question at any time. Clients can also view their client summary, which provides an aggregated view of their products, including bank accounts, term deposits, credit facilities, and securities portfolios.

If clients encounter difficulties logging in, they can select the "Having problems logging in?" link or contact the eServices team for assistance. The eServices team provides technical support, while Relationship Managers can assist with product-specific queries.