• What are the different ways to open a RBC Direct Investing account?
• What identification do I need when opening a RBC Direct Investing account?
• What do I need to transfer assets from another investment or registered account?

What are the different ways to open a RBC Direct Investing account?

There are three simple ways to open a RBC Direct Investing account:

Online: Complete and submit the online application form. RBC Direct Investing will review it and send your printed form back to you. Simply sign and return it with your identification (see below) and any other required documentation.

Alternatively, you may download and print the application form for completion by hand. Once you have completed the application, simply drop it off at any RBC Royal Bank branch, RBC Direct Investing Investor Centre, or mail it to:

RBC Direct Investing Inc.
Royal Bank Plaza
200 Bay Street, North Tower
P.O. Box 75
Toronto, Ontario M5J 2Z5

You will receive notification once your account has been opened.

By Phone: Call 1-800-769-2560 and complete the application over the phone with an investment services representative. Your completed, printed application will be sent to you. Simply sign and return it with your identification (see below) and any other required documentation.

In Person: Make an appointment with your local RBC Royal Bank branch or RBC Direct Investing Investor Centre and complete the application with a Branch Officer.

What identification do I need when opening a RBC Direct Investing account?

Along with your completed application, please enclose a legible copy of one of the following pieces of identification:

• Valid Passport
• National Identity Card
• Driver's License
• Birth Certificate (if under 21)
• Government Issued Age of Majority Card

What do I need to Transfer Assets from another Investment or Registered Account?

Use our convenient and secure online transfer form to transfer your investment or registered account from another institution to RBC Direct Investing. You can start investing even sooner now that our account open and account transfer online processes have been integrated.

It will be helpful to have an account statement from the delivering institution (the financial institution that currently holds your assets) handy, as the following information will be required:

• Address
• Account type (i.e. RSP, Spousal RSP, LIRA, RIF, etc.)
• Account number
• Asset details

If you prefer not to use the online form to complete your transfer, click on Download Forms. Alternatively, you can request them by calling 1-800-769-2560 or visit your local RBC Royal Bank branch or RBC Direct Investing Investor Centre.

Please be sure to include the completed transfer forms with your account application for ease of processing. As well, a recent statement from the delivering institution can assist with the efficient processing of your transfer request.