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Navigators: Reorder Your Watchlists in a Snap
Written by The Inspired Investor Team | Published on February 24, 2022
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Welcome back to Navigators, where you'll find regular updates on new RBC Direct Investing features, timely reminders and useful tips to help you make the most of your investing experience.
First up in this edition is something we know you've been watching for: The ability to easily reorder the securities within your watchlists to suit your changing interests.
Watchlist reorganization made easy
You can now change the order of the securities within your watchlist by dragging and dropping securities to any position you like within your list. Once you open your watchlist page (click View & Manage Watchlists under My Portfolio or access it from the blue star widget found on every page), it's as easy as 1-2-3!
- Click the Edit Watchlist button at the top of your list
- Drag and drop securities to the position you want
- Click the Save button to set your new default view
You'll also find a handy tutorial at the top of your watchlist page if you need a quick reminder.
Fun fact: You can create up to 40 watchlists with 100 securities on each to ensure you catch the action on what matters to you. Any time you edit and save, this will become your new default view.
New watchlist sorting options
You may have also noticed two additional ways to sort your watchlists under the “Quote" tab on your watchlist page. You can sort by the date you added securities and by percentage change since being added. Just click on the sorting options across the top of your watchlist to update your view. And, coming soon, watch for the “date added" and “change since" options on the “Performance" tab as well.
Find out more about watchlists in 5 Good Reasons to Use a Watchlist.
Tax-time tools at your fingertips
Getting organized for the 2021 tax year? We've put together some of our top tax-related resources to help you out.
Tax-Time Toolkit for Investors
We also recently added our Client Guide to 2021 Tax Reporting to the Investment & Tax Season Centre. That's where you can find a handy list of potential tax slips you may receive from RBC Direct Investing.
NEW: Mutual fund offerings expanded
We're pleased to introduce a number of new investment managers to our extensive non-trailer-paying mutual fund lineup in March. The latest expansion includes the addition of Mawer‡, Purpose‡ and Leith Wheeler‡ non-trailer-paying funds, and we expect to add more investment managers in the weeks ahead. To find the fund that's right for you, check out the Mutual Fund Screener with its quick, ready-to-use criteria. You'll find it under the Research menu online.
In case you missed it…
DIY RRIF management
If you've got a Registered Retirement Income Fund (RRIF) at RBC Direct Investing that you opened last year or earlier, you can view your minimum annual withdrawal requirement online, plus you can modify and manage your scheduled payments. Find out more in How to View Your RRIF Information and Make Changes.
And speaking of DIY…
The new Trading Dashboard is your all-in-one tool for real-time market data, investment research, news and trading. Haven't checked it out yet? Here are some of our best resources to get you going:
- Investors Share Their Custom Trading Dashboard Workspaces
- What Is a Trading Dashboard?
- How to Use the Trading Dashboard
- More Trading Dashboard Setup Ideas
Until next time!
Check out our last Navigators update for highlights from 2021.
*This article was updated in March 2022
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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 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.
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.
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