Thank you for choosing us for your self-directed investing journey! We’ve gathered tips, videos and articles below to help you get started with your new RBC Direct Investing account.
1. Signing in with your client card number
For RBC Royal Bank® Online Banking clients
If you are an RBC Royal Bank Online Banking client and have provided us with your client card number, there are three ways to access your RBC Direct Investing account, using the same client card number and password:
- From the Account Summary page in RBC Online Banking, scroll down to the Investments section and select the account you want to view.
- Sign in directly through the RBC Direct Investing sign-in page (select the "Sign in" button from the top of the page at rbcdirectinvesting.com)
- Open or download the RBC Mobile1 app and sign in using your RBC client card number, then select the RBC Direct Investing tab from the home screen
For clients without an RBC Royal Bank account
If you don’t have an RBC Royal Bank client card, you will receive an RBC Direct Investing client card in the mail shortly so that you can sign in directly to the secure online investing site.
2. Sign up for notifications
Email notifications and alerts put you in control of information that can help add convenience to managing your investments, and keep you updated about your accounts. You can control the categories you are signed up for, depending on your preferences.
Visit the Manage Notifications page under the My Portfolio menu to choose the types of notifications you'd like to receive, or update your email address. If you choose not to receive any notifications, you will still get important updates on the operation and maintenance of your account through email.
Important: As a securities dealer, we're required to have a current mailing address on file for all clients. If your mailing address changes, please visit Edit Profile & Preferences and select “Change Your Client Profile” to update it right away. This helps ensure that you can always access your account and never miss important written information like proxies and other notices.
3. Transfer funds into your account
Learn how to put money into your account by transferring cash or securities, or by redeeming RBC Rewards for cash contributions in your account.
4. Learn how to place an order
Find out how to place an order to buy or sell investments online, using the RBC Mobile app or by phone with an Investment Services Representative.
5. Explore our videos
Check out more videos to help you get started.
6. Find investment research and ideas
The secure online investing site and the RBC Mobile app are loaded with tools and resources that make it easy to do your own research and find the investments that are right for you. Here are three places to check out:
The Inspired Investor
The RBC Direct Investing online magazine, Inspired Investor, brings you personal stories, timely information and expert insights to empower your investment decisions. It’s also home to the Investing Academy, where you’ll find a series of investing guides on topics such as Investing in Stocks, Options Trading and Naming Beneficiaries. Visit rbc.com/inspiredinvestor for more.
Investor's Toolkit
To help you find and research investing ideas, we’ve packaged our most popular tools and resources into one Investor’s Toolkit -- with Learning and handy tools at your fingertips. Find it any time under the Research menu.
7. Still have questions?
Use the search bar at the top of the page when you log to find articles, investments and company information.
As always, we're here to help when you have questions:
- Call us at 1-800-769-2560
- Send us a message from your secure Message Centre (found under the My Portfolio menu)
View Legal Disclaimer
1 RBC Mobile is operated by Royal Bank of Canada, RBC Direct Investing Inc. and RBC Dominion Securities Inc.
The RBC Rewards program is offered by the Royal Bank of Canada. The use of RBC Rewards points is subject to the RBC Rewards Terms & Conditions. You cannot earn RBC Rewards points through RBC Direct Investing (RBC DI). You may only use your points through RBC DI to: (1) pay for trade commissions on your eligible RBC DI accounts; or (2) transfer points to cash contributions to your eligible RBC DI accounts. It is your responsibility to make sure you have sufficient contribution room within your registered plan when transferring points to cash contributions to your registered accounts and/or when you use your RBC Rewards 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.
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 2020. All rights reserved.