Mutual Fund Options
At RBC Direct Investing, we realize that you want convenience when
making investments in or withdrawals from mutual funds. Therefore,
we offer two plans to make life easier for you:
Automatic Investment Plan
Three ways to pay yourself first and take advantage of
dollar cost averaging:
- Cash is automatically transferred from
your chequing or savings account to your RBC Direct Investing
RSP, TFSA, RESP or Investment Account and used to purchase eligible
mutual funds.
- Mutual funds are automatically purchased
with cash already in your RBC Direct Investing RSP, TFSA, or RESP.
- Cash is automatically transferred from
your chequing or savings account to your RBC Direct Investing
RSP, TFSA, or RESP; you then call with instructions on how to invest the
cash contributions.
Starting with contributions as low as $100 monthly or $300
quarterly per mutual fund.
Spousal or non-spousal contributions may be made to a RBC Direct Investing
RSP.
Download Automatic Investment Plan form (PDF)
Systematic Withdrawal Plan
- Mutual funds you select from your RBC Direct Investing
Investment Account are automatically redeemed and
cash is transferred to your chequing or savings account
at any Canadian financial institution.
- Minimum withdrawal is $100 monthly or
$300 quarterly.
Download Systematic Withdrawal Plan form (PDF)
Open a RBC Direct Investing account now.
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