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Navigators: A Simpler Order Entry Page Rolls Out

Written by The Inspired Investor Team | Published on June 7, 2022

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Your online order entry page for stocks and exchange-traded funds (ETFs) is getting a refresh, giving you more data at your fingertips and integrated features to make it easier for you to trade.

WHAT YOU CAN EXPECT

In addition to a modern, streamlined look and feel, which aligns with the RBC Direct Investing mobile experience, the enhanced online order entry page you will see over the next couple of weeks features:

  • A more intuitive trade flow. Place your stock or ETF order with the quotes and information you need right on your order entry page
  • Less switching between pages. Security symbols pre-populate when you visit from your holdings page or a detailed quote. Plus, you can now calculate share quantities and estimate total values more easily as you fill out your order
  • Information where you need it. Pop-up modals for learning help you quickly check your understanding before you hit submit

 

These improvements mean you can enter your trade details easily and make investment decisions with more confidence. Look for refreshes to your mutual fund order entry page in the months ahead.

DID YOU KNOW?

You have access to three trading platforms at RBC Direct Investing. In addition to placing trades using your online platform, you can also trade on mobile and from the new Trading Dashboard.

QUICK REMINDER

A number of new investment managers were added to our extensive non-trailer-paying mutual fund lineup in March, such as Mawer‡, Purpose‡ and Leith Wheeler‡. If you're looking to explore mutual funds, check out the Mutual Fund Screener under the Research menu online.

IN CASE YOU MISSED IT

On your home page, there's now a new section featuring recent insights related to the securities you hold. Scroll down to find the “Recent Events Driving Your Holdings" section, where you'll find events such as dividends, earnings, performance and ratings changes. For convenience, Take Action buttons let you quickly and easily buy, sell, get a detailed quote or set an alert.

Find the last edition of Navigators here.

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.

‡ All other trademarks are the property of their respective owner(s)

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.

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.

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 a resident of Canada, you should not access the information available on the RBC Direct Investing Inc. website.

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