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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.
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| Transfer $15,000 (CDN) or more and we'll reimburse you up to $125 (CDN) for fees charged by your other institution.† |
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Submit Your Request Online
Begin your transfer faster and eliminate the hassle of paper by clicking on one of the links below. Be sure to have your SIN and RBC Direct Investing account numbers handy.
Transfer Online Using the RBC Direct Investing Online Investing Site
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 Home 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
† 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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