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Congratulations on placing your first trade! What comes next? Here's what you need to know.
How to Manage an Order
Once you've placed an order, you can check its status under Trade & Transfer on the RBC Direct Investing site menu. Look for Look for View Order Status under Transactions. Here, you can also cancel or modify an order if it has not yet been filled. Have a question? Check the Order Status FAQs on the View Order Status page for answers to common questions.
What You'll Find on Your Holdings Page
On your holdings page, you will get an overview of all the assets in your RBC Direct Investing account, including any cash balance, in both Canadian and U.S. dollars. You will also see your book cost, unrealized gain/loss and more. Learn what's what in investing term glossary the Investor's Toolkit.
Watchlists: What They Are and What They Can Do for You
You can keep an eye on a security, like a stock or Exchange-Traded Fund (ETF), you've already invested in or ones you want to learn more about by setting up a watchlist. Watchlists offer a simple way to follow a company's stock performance, financial results, news releases, media mentions and analyst ratings, all in one convenient location. Plus, watchlists offer real-time streaming1 quotes so you can see prices change automatically, tick by tick with the market.
You can view and add to your watchlist by clicking the blue star at the top right corner found on every page of the site.
How to Receive Trading Activity Notifications
Receive status updates on your buy or sell orders right in your inbox by opting in for email notifications. Select View Profile & Account Settings under the Person icon, look for Email Address and Preferences, and then check the “Trading Activity and Reminders" box. If you've set a price alert for a stock or ETF you've been following (look for the bell icon under last trade on your detailed quote page), you'll want to select the "My Alerts" box too to get your timely alert notice related to price changes or news.
Grow Your Investing Knowledge
Want to learn more about investing? Input a keyword or question in the search box to find topics of interest. Find answers to your questions and a full glossary of investing terms in the Investor's Toolkit. And be sure to check out the Inspired Investor digital magazine, where we present ideas, motivation and literacy – as well as current events relevant for investors – in an approachable, jargon-free way. Here you'll find useful knowledge-building articles like these:
- 10 Things Self-Directed Investors Should Know
- Simple Principles for Successful Investing
- Avoiding Common Mistakes: Your Trading Checklist
- Limit or Market Order: Which One Should I Choose?
- Trading Stocks: What You Need to Know to Get Started
More Useful Links
- Find the forms you need
- How to manage notifications
- How to send a secure message
- Investment & Tax Season Centre
> Keep Exploring: Go Back to Your Guide to Getting Started
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View Legal Disclaimer
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 Investment Industry Regulatory Organization of Canada 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 2021.
1 Real-time streaming quotes are available automatically to all clients for exchange listed equities, ETFs and most over-the-counter (OTC) securities. Real-time streaming quotes for options and grey market OTC securities are available to Active Traders and Royal Circle clients upon accepting the terms and conditions of all exchange agreements on the RBC Direct Investing online investing site.
The views and opinions expressed in this publication are for your general interest and do not necessarily reflect the views and opinions of RBC Direct Investing. 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. If you are not currently resident of Canada, you should not access the information available on the RBC Direct Investing website.
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