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You can easily access your portfolio from the RBC Direct Investing Trading Dashboard

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Let’s take a look

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From the Trading Dashboard, open the main menu from the top left corner of your screen

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Once the menu opens, select “Portfolios & Lists” from the first column

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Next, ensure that “Portfolio” is selected in the second column

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In the third column, you will now see a display of all your portfolios and their currencies

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This will help to make sure you’re on the right side of your account – whether that’s U.S. or Canadian -- when looking at information or placing a trade

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Click on your portfolio from the list to open it

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The Portfolio window will open to show a list of your holdings

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There are a couple of actions you can take directly from the Portfolio window

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First, you can check the status of your orders

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From the top of the Portfolio window, simply select the button labelled “Open Order Status”

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This will open a new window displaying information on all your recent orders

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Second, you can place a trade for an investment you own

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Click the “Trade” icon from your list of holdings for the investment you would like to buy or sell

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You’ll find the trade icon throughout the dashboard – it’s the one with two arrows facing in opposite directions

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Once selected, an order entry form will open for you to fill in and place your trade

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You can also customize your columns to display information that’s important to you

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Open the dropdown menu from the top left corner of the Portfolio window