With RBC Direct Investing,
you can start investing as soon
as you have funds in your account.
Let's look at how you can fund your
RBC Direct Investing accounts
in only a few clicks, with cash,
stocks or RBC Rewards points.
We'll start with a cash transfer.
These transfers take place in real-time,
and can be made to and from any
RBC Royal Bank account that you
can access via Online Banking,
including your RBC Direct Investing accounts.
First, select the link to
Transfer Cash and Foreign Exchange
from the My Portfolio menu.
You can also get to the page from
the My Portfolio menu on your
touch screen or mobile device.
This is the Transfer Funds screen.
On the Transfer Cash tab,
first select the account you're
transferring the funds from ...
the account you're transferring to...
and the amount of the transfer.
Now select "Continue".
When you've verified that the
details are correct, select "Confirm."
Once confirmed, you'll see a
Transaction Complete screen.
You can save this page for your records.
You'll also see tabs to transfer
RBC Rewards Points,
Pre-Authorized Contributions and Stocks.
On the "Transfer Rewards" tab,
you can follow the same steps to
redeem your RBC Rewards Points for
cash deposits or contributions to
your RBC Direct Investing investment account,
RRSP, TFSA or RESP account.
First select the account where
you'll transfer your RBC Rewards points from...
and the amount of points you'd like to transfer.
Now choose the account you'll transfer your points to.
Then select "Continue" and follow
the same steps to confirm and
complete your points transfer.
You can also set up Pre-Authorized Contributions,
known as a PAC plan, to fund your account.
After you enter the amount you'd
like to transfer and the accounts
you'll transfer from and to...
Enter the rest of the details for
your pre-authorized contributions,
when they'll start,
how often the contributions will be made...
and for how long they will continue.
Select the "Continue" button and
follow the steps to confirm
and complete your PAC setup.
It's also easy to transfer exchange-
traded investments like stocks and
ETFs from a non-registered RBC Direct
Investing account to a registered
account like your RRSP or TFSA.
On the "Transfer Funds" page,
select the tab for "Transfer Stock".
Select the accounts you're transferring from and to.
Next, enter the information for
the stocks you'd like to transfer.
As you enter the stock symbol...
the form will populate with current
information about the stock.
When you add the quantity you'd
like to transfer you'll see the
updated contribution value,
which is the market value of your
securities at the time of transfer.
Now confirm the details of the transfer...
and you'll see a confirmation
that the transfer has been placed.
You can check the status of your
transfers any time by selecting
the "Transfer History" tab
from the Transfer Funds screen.
Once you have funded your account,
you can trade a wide variety of products,
such as stocks, bonds, GICs and cash investments,
mutual funds, ETFs, and options,
either at home or on the go.
To get started, log in to your
RBC Direct Investing account,
or visit rbcdirectinvesting.com today.