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How to Access Your RBC Tax Documents Online

Access Your RBC Tax Documents Online

If you're looking for a tax slip or need a replacement copy, you can sign up for e-delivery of your tax documents issued by RBC. These are the same tax documents you’d receive in the mail, but you can instantly view and download them (or print, if you need to).

How to Switch to e-Delivery

  1. Click on the person icon at the top right of your page 
  2. Go to View & Manage Documents
  3. On the “Manage Documents” tab, select the “All Electronic” button
  4. Select “Continue” and provide your consent to e-delivery on the next page

Once you switch, you’ll have access to a PDF archive of your tax documents, beginning with the 2018 tax season, and new ones as they become available.

We’ll let you know when a new tax document is available in your secure Message Centre, or by email if you have chosen to receive eDocuments emails. To check your email preferences, choose View Profile & Account Settings under the person icon and look for Email Address and Preferences.  

Online Contributions

Remember – you can make online contributions to your RBC Direct Investing RRSP, TFSA and RESP any time from the Transfer Cash page. Note that there are other easy ways to fund your account.

The information provided in this article is for general purposes only and does not constitute personal financial advice. Please consult with your own professional advisor to discuss your specific financial and tax needs.

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RBC Direct Investing Inc. and Royal Bank of Canada are separate corporate entities which are affiliated. RBC Direct Investing Inc. is a wholly owned subsidiary of Royal Bank of Canada and is a Member of the Canadian Investment Regulatory Organization and the Canadian Investor Protection Fund. Royal Bank of Canada and certain of its issuers are related to RBC Direct Investing Inc. RBC Direct Investing Inc. does not provide investment advice or recommendations regarding the purchase or sale of any securities. Investors are responsible for their own investment decisions. RBC Direct Investing is a business name used by RBC Direct Investing Inc. ® / ™ Trademark(s) of Royal Bank of Canada. RBC and Royal Bank are registered trademarks of Royal Bank of Canada. Used under licence.

© Royal Bank of Canada 2024.

Any information, opinions or views provided in this document, including hyperlinks to the RBC Direct Investing Inc. website or the websites of its affiliates or third parties, are for your general information only, and are not intended to provide legal, investment, financial, accounting, tax or other professional advice. While information presented is believed to be factual and current, its accuracy is not guaranteed and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author(s) as of the date of publication and are subject to change. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by RBC Direct Investing Inc. or its affiliates. You should consult with your advisor before taking any action based upon the information contained in this document.

Furthermore, the products, services and securities referred to in this publication are only available in Canada and other jurisdictions where they may be legally offered for sale. Information available on the RBC Direct Investing website is intended for access by residents of Canada only, and should not be accessed from any jurisdiction outside Canada.

> Next: Frequently Asked Questions: Tax Season

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