(EN)
Best of Navigators: New & Noteworthy at RBC Direct Investing in 2021
Written by The Inspired Investor Team | Published on December 16, 2021
MOST RECENT ARTICLES
Thank You!
You have been successfully subscribed to receive more Inspired Investor articles from RBC Direct Investing.
Your Subscription Failed
Your subscription to Inspired Investor has failed. Please try again at a later time.
'Tis the season for "best of" lists, so we're getting in on the fun with a look back at some of the top tools, initiatives and updates launched this past year at RBC Direct Investing to help clients make their best investing decisions.
From the launch of an all-new Trading Dashboard, to RRIF management updates and mobile upgrades, it's been an exciting year. Plus, in a year where online interactions became the norm for many of us, we prioritized accessibility for all clients by enabling our platform to be fully compatible with screen readers and other assisted devices.
Here are five of our favourite initiatives over the past year – inspired by you sharing with us what's most important to you.
1. New Trading Dashboard Rolls Out
The all-new Trading Dashboard1 is up and running, offering you access to real-time streaming data, advanced charting, analyst reports and more – all in one place. Plus, you get a fully customizable view of market data, making it easier to spot trading opportunities, monitor holdings and enter your orders. The Dashboard is web-based, so there's no need to download anything, and it's free for all clients!
2. DIY RRIF Management Added
For those of you with a Registered Retirement Income Fund (RRIF) at RBC Direct Investing, it's now easier to view and manage your own account online. In addition to being able to view your minimum annual withdrawal requirement online, you can now also modify and manage your scheduled payments online. Find out more in How to View Your RRIF Information and Make Changes.
3. Analyzing Your Portfolio is Now Easier
A refreshed Portfolio Analyzer tool lets you group your accounts to give you a big-picture view of your overall asset mix to determine how you're diversified. Drill down to sector and regional exposures, or check your holdings to see where you might be concentrated. Plus, you no longer need to set a goal in order to use the analyze feature. Find the Portfolio Analyzer under My Portfolio, where you'll also find Create & Manage Account Groups.
4. Mobile Gets an Upgrade
Level 2 quotes2. More activity history. Margin excess visibility. Those are just a few of the new RBC Direct Investing features you'll find in the upgraded RBC Mobile app3. With the updated app, you can access free Level 2 quotes for TSX and TSX-Venture-listed securities, which means no more switching back to a desktop to find them. Active Traders with signed agreements can also access Level 2 quotes for NASDAQ-listed securities. You can also view your portfolio activity history for up to 15 months instead of just three months. Plus, margin excess now appears directly below the account balance section of the Account Details page. Head to the App Store or Google Play† to upgrade to the latest version of the RBC Mobile app.
5. View & Edit Your Client Profile
We've made it easier for you to update some of your information online without having to call. To view and edit your client profile, you can click on "Edit Profile" at the top of your page, which will bring you to the "Edit RBC Direct Investing Profile" page. Once there, use the “Change your Client Profile" option to confirm and/or update personal and contact details as well as employment, financial, spousal and additional profile information. Reference the handy Edit Profile FAQs for more details.
Bonus: ETF, Mutual Fund and Stock Screeners All in One Place
Following the launch of our enhanced stock-screener tool at the end of 2020, you've now got improved screeners for exchange-traded funds (ETFs) and mutual funds. Plus, all are now accessible in one place with just a single click. The refreshed screeners make it easier to narrow your investment choices by choosing only criteria that's important to you. Find screeners under the Research tab online.
Check in regularly on our Navigators series to stay on top of what's new. It's shaping up to be another exciting year ahead.
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 2023.
1 The Trading Dashboard is an Automated Service as defined in your RBC Direct Investing Operation of Account Agreement and is available only where permitted by law. The products, services and securities referred to on the RBC Direct Investing Trading Dashboard are only available in the jurisdictions where they may be legally offered for sale. The information provided on the RBC Direct Investing Trading Dashboard should not be construed as an offer by RBC Direct Investing to sell specific securities in any jurisdiction, including the United States. If you are not currently a resident of Canada, you should not access the information available on the RBC Direct Investing Trading Dashboard.
† App Store is a trademark of Apple Inc.
† Google Play and Google Play logo are trademarks of Google LLC.
2 Level 2 quotes are available on stocks and ETFs that trade on the TSX and TSX-Venture exchanges for all clients. Level 2 quotes are also available on stocks and ETFs that trade on the Canadian Securities Exchange and Nasdaq for Active Trader clients upon accepting the terms and conditions of all exchange agreements on the RBC Direct Investing online investing site.
3 RBC Mobile is operated by Royal Bank of Canada, RBC Direct Investing Inc. and RBC Dominion Securities Inc.
There may be commissions, trailing commissions, investment fund management fees and expenses associated with investment fund and exchange-traded fund (ETF) investments. On or after June 1, 2022, any trailing commissions paid to RBC Direct Investing Inc. will be rebated to clients pursuant to applicable regulatory exemptions. Before investing, please review the applicable fees, expenses and charges relating to the fund as disclosed in the prospectus, fund facts or ETF facts for the fund. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. For money market funds there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you.
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. If you are not currently resident of Canada, you should not access the information available on the RBC Direct Investing Inc. website.
EXPLORE MORE
Key Dates for Investors April 2024
Dates, deadlines, announcements and more that self-directed investors need to know.
Options Made Simpler, Plus, Tips for Getting Started With Our New Interface
Welcome to our new, easy-to-use options trading experience.
Key Dates for Investors: February 2024
Dates, deadlines, announcements and more that self-directed investors need to know.
You Know More Than You Think
A guide to investing in stocks.