WEBVTT - https://subtitletools.com 00:00:04.371 --> 00:00:06.206 With RBC Direct Investing, 00:00:06.206 --> 00:00:07.507 you can start investing as soon 00:00:07.507 --> 00:00:09.576 as you have funds in your account. 00:00:09.576 --> 00:00:10.878 Let's look at how you can fund your 00:00:10.878 --> 00:00:12.679 RBC Direct Investing accounts 00:00:12.679 --> 00:00:14.982 in only a few clicks, with cash, 00:00:14.982 --> 00:00:16.984 stocks or RBC Rewards points. 00:00:18.452 --> 00:00:20.387 We'll start with a cash transfer. 00:00:20.387 --> 00:00:22.689 These transfers take place in real-time, 00:00:22.689 --> 00:00:24.524 and can be made to and from any 00:00:24.524 --> 00:00:26.827 RBC Royal Bank account that you 00:00:26.827 --> 00:00:29.096 can access via Online Banking, 00:00:29.096 --> 00:00:32.733 including your RBC Direct Investing accounts. 00:00:32.733 --> 00:00:34.601 First, select the link to 00:00:34.601 --> 00:00:36.603 Transfer Cash and Foreign Exchange 00:00:36.603 --> 00:00:38.605 from the My Portfolio menu. 00:00:40.908 --> 00:00:42.442 You can also get to the page from 00:00:42.442 --> 00:00:44.177 the My Portfolio menu on your 00:00:44.177 --> 00:00:47.180 touch screen or mobile device. 00:00:47.180 --> 00:00:49.449 This is the Transfer Funds screen. 00:00:49.449 --> 00:00:50.951 On the Transfer Cash tab, 00:00:50.951 --> 00:00:52.552 first select the account you're 00:00:52.552 --> 00:00:55.188 transferring the funds from ... 00:00:55.188 --> 00:00:58.692 the account you're transferring to... 00:00:58.692 --> 00:01:00.827 and the amount of the transfer. 00:01:00.827 --> 00:01:02.930 Now select "Continue". 00:01:02.930 --> 00:01:04.131 When you've verified that the 00:01:04.131 --> 00:01:06.900 details are correct, select "Confirm." 00:01:06.900 --> 00:01:08.302 Once confirmed, you'll see a 00:01:08.302 --> 00:01:10.437 Transaction Complete screen. 00:01:10.437 --> 00:01:12.439 You can save this page for your records. 00:01:14.007 --> 00:01:15.742 You'll also see tabs to transfer 00:01:15.742 --> 00:01:17.511 RBC Rewards Points, 00:01:17.511 --> 00:01:20.714 Pre-Authorized Contributions and Stocks. 00:01:20.714 --> 00:01:22.482 On the "Transfer Rewards" tab, 00:01:22.482 --> 00:01:24.117 you can follow the same steps to 00:01:24.117 --> 00:01:26.486 redeem your RBC Rewards Points for 00:01:26.486 --> 00:01:29.089 cash deposits or contributions to 00:01:29.089 --> 00:01:32.192 your RBC Direct Investing investment account, 00:01:32.192 --> 00:01:36.663 RRSP, TFSA or RESP account. 00:01:36.663 --> 00:01:38.365 First select the account where 00:01:38.365 --> 00:01:42.169 you'll transfer your RBC Rewards points from... 00:01:42.169 --> 00:01:44.171 and the amount of points you'd like to transfer. 00:01:46.773 --> 00:01:51.378 Now choose the account you'll transfer your points to. 00:01:51.378 --> 00:01:53.380 Then select "Continue" and follow 00:01:53.380 --> 00:01:54.982 the same steps to confirm and 00:01:54.982 --> 00:01:56.984 complete your points transfer. 00:01:58.018 --> 00:02:00.988 You can also set up Pre-Authorized Contributions, 00:02:00.988 --> 00:02:03.991 known as a PAC plan, to fund your account. 00:02:07.828 --> 00:02:09.129 After you enter the amount you'd 00:02:09.129 --> 00:02:10.664 like to transfer and the accounts 00:02:10.664 --> 00:02:14.134 you'll transfer from and to... 00:02:14.134 --> 00:02:15.769 Enter the rest of the details for 00:02:15.769 --> 00:02:18.071 your pre-authorized contributions, 00:02:18.071 --> 00:02:19.006 when they'll start, 00:02:19.006 --> 00:02:21.108 how often the contributions will be made... 00:02:21.108 --> 00:02:23.777 and for how long they will continue. 00:02:23.777 --> 00:02:25.679 Select the "Continue" button and 00:02:25.679 --> 00:02:27.180 follow the steps to confirm 00:02:27.180 --> 00:02:30.517 and complete your PAC setup. 00:02:30.517 --> 00:02:32.452 It's also easy to transfer exchange- 00:02:32.452 --> 00:02:34.755 traded investments like stocks and 00:02:34.755 --> 00:02:37.891 ETFs from a non-registered RBC Direct 00:02:37.891 --> 00:02:39.993 Investing account to a registered 00:02:39.993 --> 00:02:44.131 account like your RRSP or TFSA. 00:02:44.131 --> 00:02:45.799 On the "Transfer Funds" page, 00:02:45.799 --> 00:02:48.935 select the tab for "Transfer Stock". 00:02:48.935 --> 00:02:55.942 Select the accounts you're transferring from and to. 00:02:55.942 --> 00:02:57.444 Next, enter the information for 00:02:57.444 --> 00:02:59.846 the stocks you'd like to transfer. 00:02:59.846 --> 00:03:02.149 As you enter the stock symbol... 00:03:02.149 --> 00:03:03.717 the form will populate with current 00:03:03.717 --> 00:03:05.686 information about the stock. 00:03:05.686 --> 00:03:06.920 When you add the quantity you'd 00:03:06.920 --> 00:03:08.488 like to transfer you'll see the 00:03:08.488 --> 00:03:10.424 updated contribution value, 00:03:10.424 --> 00:03:12.025 which is the market value of your 00:03:12.025 --> 00:03:15.929 securities at the time of transfer. 00:03:15.929 --> 00:03:19.733 Now confirm the details of the transfer... 00:03:19.733 --> 00:03:20.901 and you'll see a confirmation 00:03:20.901 --> 00:03:25.739 that the transfer has been placed. 00:03:25.739 --> 00:03:26.673 You can check the status of your 00:03:26.673 --> 00:03:28.875 transfers any time by selecting 00:03:28.875 --> 00:03:30.644 the "Transfer History" tab 00:03:30.644 --> 00:03:32.646 from the Transfer Funds screen. 00:03:35.549 --> 00:03:37.084 Once you have funded your account, 00:03:37.084 --> 00:03:39.553 you can trade a wide variety of products, 00:03:39.553 --> 00:03:43.356 such as stocks, bonds, GICs and cash investments, 00:03:43.356 --> 00:03:46.359 mutual funds, ETFs, and options, 00:03:46.359 --> 00:03:48.595 either at home or on the go. 00:03:48.595 --> 00:03:50.363 To get started, log in to your 00:03:50.363 --> 00:03:52.866 RBC Direct Investing account, 00:03:52.866 --> 00:03:56.870 or visit rbcdirectinvesting.com today.