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In 10 minutes transfer an investment or registered account from another financial institution to RBC Direct Investing. If you're not a client yet, scroll down to find out more.

 
 

Transfer an Account

Transfer $15,000 (CDN) or more and we'll reimburse you up to $135 (CDN) for fees charged by your other institution.†

 

Submit Your Request Online

1) Sign In to your RBC Direct Investing account. If you do not know your password, simply call us at 1-800-769-2560.

2) On My Portfolios Page, right hand side, select the link: Transfer your accounts from another institution.

3) Select the type of account to be transferred and the form will guide you through the remaining steps.

Not an RBC Direct Investing Client?

If you are not yet a RBC Direct Investing client, you may transfer an account from another institution when you open your RBC Direct Investing account. Open an account now.

Customer Support

RBC Direct Investing customer support staff can be reached at: 1-800-769-2560

 

Open an account. Make the right move and start enjoying the speed, security and reliability of RBC Direct Investing.

† Clients must provide proof of transfer fee payment to RBC Direct Investing. Please contact an RBC Direct Investing representative for more details at 1-800-769-2560.

 

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