Navigators: Order-Entry Refresh, New Data Points on the Way
Written by The Inspired Investor Team | Published on May 3, 2022
Written by The Inspired Investor Team | Published on May 3, 2022
In this edition of Navigators, you'll get a sneak peek of soon-to-be-released updates to help improve your trading experience, new Trading Dashboard initiatives and some of our best tips to help ensure you're getting the most out of your trading platform.
Let's dive in.
Order entry getting a refresh
You'll soon see a modern, clean look when you enter your orders for stocks and exchange-traded funds online. The refresh will give you more data at your fingertips (including real-time quotes1) to help you trade with confidence – without having to switch back and forth between your order-entry, holdings and detailed quote pages. You'll also find new pre-populated fields and predictive search results when you enter symbols into the search function, making the order-entry process more efficient. The online updates, which are much in line with what you currently see in the RBC Direct Investing mobile experience, are expected to launch later this spring. Keep an eye out!
Homepage insights just for you
To help make your buy and sell decisions with more speed and certainty when trading on desktop, we're introducing indicators and trends relevant to you – based on the securities you hold. On your holdings page, you'll soon find helpful insights such as:
Up-to-date data and simpler navigation means you can make more informed, timely trades. Watch for the new features in late spring.
Dashboard updates ongoing
We're continually working to improve our Trading Dashboard based on your helpful feedback. Most recently, we've:
To find articles:
Looking for articles or investing know-how? Use the “search for symbol or keyword" search bar (found on every page online) to enter a keyword. You'll see a few articles at the bottom of the dropdown as you type, and when you click through, you can use filters to highlight articles only.
…that you can pay with points? You can use your RBC Rewards® points to pay for your online trade commissions. You can also easily convert your Avion points to cash for contributions into most types of RBC Direct Investing accounts. Find out more in I Want to Add Money to My Account.
Top 10 +
Our Top 10 Traded Stocks monthly feature now has watchlist information. In addition to seeing what RBC Direct Investing clients have been trading, you can also find out what stocks clients have been adding to their watchlists.
Mutual fund offerings expanded
A number of new investment managers were added 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 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.
Find the previous edition of Navigators here.
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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.
1 Real-time quotes are available automatically to all clients for exchange listed stocks, ETFs and most over-the-counter (OTC) securities without completion of exchange agreements. Real-time quotes for options and grey market OTC securities on detailed quote and order entry pages are also available upon accepting the terms and conditions of all exchange agreements on the RBC Direct Investing online investing site. Real-time quotes for options and grey market OTC securities are available to Active Traders and Royal Circle clients across the site upon accepting the terms and conditions of all exchange agreements on the RBC Direct Investing online investing site.
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.
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.
The Avion Rewards program is offered by Royal Bank of Canada and is subject to the Avion Rewards Terms & Conditions. You may only use your Avion points through RBC DI to: (1) pay for trade commissions on your eligible RBC Direct Investing accounts; or (2) transfer points for cash contributions to your eligible RBC Direct Investing accounts. It is your responsibility to make sure you have sufficient contribution room within your registered plan when redeeming points for cash contributions to your registered accounts and/or when you use your Avion points to pay for trade commissions on a registered account. The Canada Revenue Agency may apply tax penalties for over-contributions. RBC Direct Investing is not responsible for any such penalties.
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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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