Navigators: Serving You, ETF & Mutual Fund Screeners, Investing Guides

Welcome to our February 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…

Working to Serve You Better

Reducing call wait times just one priority we're working on.

Unusual market conditions have contributed to higher call volumes and at times, intermittent technical delays on our platform. We're working hard to reduce our wait times and enhance your experience. We have increased the number of people we have available to answer your calls by almost 40 per cent – and more representatives will be added throughout the year to support your needs. Our system capacity has also been expanded to handle higher volumes as trading gets underway each day.

In addition, we have created quick-reference resources to help you find what you need, and we continue to build out our Investing Academy with new guides to answer questions you may have. We appreciate your patience and thank you for choosing RBC Direct Investing.

ETF, Mutual Fund and Stock Screeners All in One Place

Screener upgrades for ETFs and mutual funds now available.

Following the recent launch of our enhanced stock-screener tool, you'll now find improved screeners for exchange-traded funds (ETFs) and mutual funds. Plus, you can now access them all in one place with just a single click. The refreshed screeners make it easier to narrow down your investment choices by choosing only criteria that's important to you. Find screeners under the Research tab online. Click on any one to reach the screeners homepage, where you'll find separate tabs for each screener. From there, you can browse a number of predefined screeners, which have criteria already selected based on popular themes, or you can select Create My Own to find quick criteria selections or dig deeper. Plus, you can save your filtered results as a watchlist. Look for Save as Watchlist near the top of your search results. Find out more about screeners in How to Find Investments That Matter to You.

Sharpen Your Skills with More Financial-Literacy Tools

Our library of investing guides continues to grow.

Let's face it, knowing where to look for sources of financial know-how can be tricky these days. To help make things easier for your, we're constantly expanding our Investing Academy offerings, including adding new investing guides. Guides offer packages of related content all in one place, making it easier to find information on a topic you want to know about. (Think TFSAs, ETFs or investing in stocks.) One of our most recent additions, Guide to Online Self-Serve Options, offers a number of tips and resources to help you navigate the RBC Direct Investing site. Find guides in the Investing Academy – and watch for new ones soon.

Coming soon…

Last month, we hinted at something big we've got in the works. While we aren't ready to reveal all yet, here's one more hint: It will put the controls at your fingertips to monitor and analyze securities your way to help you find your next investment and execute on it. Stay tuned…

In case you missed it…

Find RRIF Details Online

Registered Retirement Income Fund (RRIF) account holders can now view their RRIF details online. The new update offers a quick digital snapshot of your plan – including your required minimum annual payment, a year-to-date summary, tax details, withdrawals and your next payment date. If you're a RRIF holder, you can find the information through the RRIF Details link at the top of your Holdings page. Also, we've heard you say that you want to be able to change your payment information online. We're working on it!

Technical Analysis Goes Next-Level

The technical analysis capabilities on the site have gotten a significant upgrade. On the technical analysis page, found under Research on the RBC Direct Investing site, you can search a symbol to find technical events for a specific security, interactive charts and details such as support and resistance levels. Plus, look for the Education button at the top of the technical analysis page to find a library of resources you can explore.

Site navigation tip:

Find your average cost quickly.

When looking at your holdings, you'll notice small plus signs (+) beside the symbols of your listed securities. Click a plus sign to find an expanded field that offers your average cost and dividend information, when applicable. To expand all securities listed, click the Expand All prompt at the top of your holdings list.

Top read this month:

Investment & Tax Season Centre

Stay tuned for our next monthly update. Find last month's edition here.