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What Documents Can I Get Electronically?
Written by The Inspired Investor Team | Published on October 29, 2019
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Updated March 2025
RBC Direct Investing clients can receive account statements, tax documents, trade confirmations and required offering documents electronically.
eDocuments look the same as paper documents, but are sent securely through the online investing site.
What are the benefits of receiving documents electronically? For starters, they arrive sooner than your paper documents and they're more environmentally friendly. Plus, they're accessible 24/7 and you can view, print and/or save them anytime you like. Note that for non-personal accounts, tax documents are not available electronically.
Keep in mind: In most cases you won't receive any tax slips for your Tax Free Savings Account (TFSA).
How?
Setting your eDocument preferences takes just a few clicks.
From the Profile icon:
- Select View & Manage Documents
- On the next page, under Direct Investing Documents, select “Manage document delivery preferences”
- Select the account(s) you’d like to set your preferences for, then click “next” to make your selection for electronic or paper Tax Documents, Statements & Annual Reports, and Confirmations & Regulatory Documents.
- After making your selections, select “Next,” then provide your consent to eDocuments delivery on the next page and hit “Submit.”
Where to view
Again, under the Profile icon:
- Select View & Manage Documents
- From the “What documents are you looking for?” drop-down, select the type of document you wish to view.
- Next, select the account you wish to view the documents for under the “Accounts” drop-down, and the month and year.
- Click on “Show Documents”. A link to download your document will appear.
When you've got a new eDocument available, you'll get a secure message to your Message Centre. If you've opted to receive email notifications, you'll also get an email to the address on file. You can check your notification preferences under Profile icon > View Profile & Account Settings > Email Address and Preferences.
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