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Navigators: Online Tax Slips, How-To Resources
Written by The Inspired Investor Team | Published on March 10, 2021
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Let's "Spring" right into our March edition of Navigators, a monthly update of new RBC Direct Investing features to explore and tips to help you get the most out of your investing experience.
Latest Highlights…
How-To Resources to Explore
Resources available whether you're logged in or not.
With new investors joining the world of online trading at a rapid pace, we're working to ensure we've got the tools in place to both support your investing journey and to offer a "peek behind the curtain" to anyone wondering what it's all about. To that end, when you're logged in to the online site, you'll find a library of how-to videos under the Investing Academy menu tab, covering topics like How to Fund Your RBC Direct Investing Account, Transferring Cash Into Your Account and How to Read a Stock Quote.
For anyone who doesn't have an account, or isn't logged in, the pubic site at rbcdirectinvesting.com has a wealth of video resources as well. In addition to how-to videos, you'll find a hub of digital demonstrations that walk you through the mobile and online RBC Direct Investing experiences, account funding and more. Look for "Digital Demos" in the Help & Support menu at the bottom of the page when you visit rbcdirectinvesting.com.
Coming soon…
We've been hinting for a while now that we've got something new on the way, and we're almost ready to reveal all. Until we do, here's a recap of three key features:
- Control – Find investment-decision tools at your fingertips in a convenient, all-in-one view
- Customize – Personalize the information you see, based on what's most important to you
- Analyze – Take your technical analysis even further with a host of new charting capabilities
Can you guess what's in the works? Leave a comment to share your thoughts in the Community¹.
Plus…
We're introducing a quick and easy way for Registered Retirement Income Fund (RRIF) account holders to update their payment information online, no phone call required! Watch for more details soon.
In case you missed it…
One Stop for ETF, Mutual Fund and Stock Screeners
Screener upgrades for ETFs and mutual funds now available.
With a single click, you can now access improved screeners for stocks, exchange-traded funds (ETFs) and mutual funds in one place on the RBC Direct Investing online site. Under the Research tab online, click on any of the three to reach the screeners homepage, where you'll find separate tabs for each screener. From there, you can browse a number of predefined screeners or you can select Create My Own to find quick criteria selections or to dig deeper. And remember, you can save your filtered results as a watchlist. Look for Save as Watchlist near the top of your search results.
Site navigation tip:
Clients can receive account statements, tax documents, trade confirmations and regulatory documents electronically. 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). To get started, go to View & Manage Documents under the My Portfolio menu online. Find out more in How to Access Your RBC Tax Documents Online, part of the Investing & Tax Season Centre.
Top read this month:
Stay tuned for our next monthly update. Find last month's edition here.
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 Specific terms and conditions apply to membership in the RBC Direct Investing Community. For details please sign into the RBC Direct Investing online investing site, click the link to the Legal Terms of Use and read the RBC Direct Investing Community – Terms of Service.
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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