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RBC Direct Investing > Automatic Services

Automatic Services

Automatic Services

RBC Direct Investing offers a number of services to help make managing your investments easier. These services are available at no cost to all RBC Direct Investing clients.

You are on: Pre-Authorized Contribution Plan

Pre-Authorized Contribution Plan

Make automatic contributions to your RBC Direct Investing accounts, in regular, easy-to-manage installments throughout the year. Set it up once and contribute automatically to your RBC Direct Investing accounts on weekly, monthly or quarterly basis by transferring cash from your chequing or savings bank account.

Plus, as of July 1, 2012, clients who have a pre-authorized contribution plan set up, totaling $100 per month ($300 per quarter) or more across all of their RBC Direct Investing accounts, will have their quarterly maintenance fee waived, a savings of $25 per quarter. This is just one of many new ways you can have the maintenance fee waived, for more details on the maintenance fees and how to have it waived visit the Commissions and Fees Schedule (opens new window).

 

Use our calculator to see how saving regularly can help you reach your savings goal.

 

Setup a
pre-authorized contribution plan today!

Already an RBC Direct Investing client?

Set one up now

 

New to RBC Direct Investing?

Open an Account

 

You are on: Automatic Investment Plan

Automatic Investment Plan

Save regularly and automatically by pre-arranging to purchase your choice of mutual funds for your RBC Direct Investing RSP, TFSA, RESP or Investment account, paid for from your chequing or savings account at any Canadian financial institution.

By arranging for regular investing in mutual funds you are also able to take advantage of dollar cost averaging.

 

Contributions and investments made into registered plans are subject to specific requirements imposed by the Income Tax Act (Canada). It is your responsibility to ensure that any contributions or investments meet those requirements.

 

Setup an
automatic investment plan today!

Already an RBC Direct Investing client?

To sign up for an automatic investment plan, please download the Automatic Investment Plan (opens PDF in new window) form, complete the form, and send it to RBC Direct Investing.

 

New to RBC Direct Investing?

Open an Account

 

You are on: Dividend Reinvestment Plan

Dividend Reinvestment Plan

Automatically reinvest the dividends you earn, by having RBC Direct Investing purchase shares on your behalf in the same companies.

Most of the dividend-paying securities listed in the S&P/TSX composite index and the S&P 500 are eligible for our Dividend Reinvestment Plan.

When dividends are reinvested through the Dividend Reinvestment Plan, no fees or commissions apply. By reinvesting dividends that are paid regularly, you are also able to take advantage of dollar cost averaging.

 


RBC Direct Investing will purchase whole shares only. Some exclusions may apply. Please contact an Investment Service Representative at 1-800-769-2560 for complete details.

 

Sign up for the dividend reinvestment plan today!

Already an RBC Direct Investing client?

To sign up for a dividend reinvestment plan, please call us at 1-800-769-2560.

 

New to RBC Direct Investing?

You can sign up for a dividend reinvestment plan when opening a new account.

Open an Account

 

You are on: Treasury Bill Rollover

Treasury Bill Rollover

Automatically roll over your treasury bills when they mature, ensuring that your investments keep earning all they can.

Choose to roll over the original par value or use the par value at maturity as the new amount to reinvest. If you prefer, you can request a phone call the business day prior to maturity – then make your decision on how to invest the proceeds.

 
 

Sign up for a treasury bill rollover today!

Already an RBC Direct Investing client?

To sign up for a treasury bill rollover, please download the Treasury Bill Rollover form (opens PDF in new window), complete the form, and send it to RBC Direct Investing.

 

New to RBC Direct Investing?

Open an Account

 

You are on: Systematic Withdrawal Plan

Systematic Withdrawal Plan

If you require regular income from your investments, RBC Direct Investing's systematic withdrawal plan is a convenient way to make regular withdrawals from your account(s).

With the systematic withdrawal plan you can select to redeem mutual funds automatically from your RBC Direct Investing account. The redemption proceeds are then transferred to your chequing or savings account at any Canadian financial institution and the minimum withdrawal is $100 monthly or $300 quarterly. You sell your mutual funds only on scheduled payment dates and only the required quantities.

 
 

Sign up for a systematic withdrawal plan today!

Already an RBC Direct Investing client?

To sign up for a systematic withdrawal plan, please download the Systematic Withdrawal Plan form (opens PDF in new window) complete the form, and send it to RBC Direct Investing.

 

New to RBC Direct Investing?

Open an Account

 

You are on: Automatic Funds Transfer

Automatic Funds Transfer

Automatically transfer cash on a monthly basis from your RBC Direct Investing Investment account to your chequing or savings account at any Canadian financial institution.

Choose to transfer a fixed amount or your total interest and dividends for the month.

 
 

Sign up for an automatic funds transfer today!

Already an RBC Direct Investing client?

Set one up now

 

New to RBC Direct Investing?

Open an Account