You can easily access your portfolio from the RBC Direct Investing Trading Dashboard
Let’s take a look
From the Trading Dashboard, open the main menu from the top left corner of your screen
Once the menu opens, select “Portfolios & Lists” from the first column
Next, ensure that “Portfolio” is selected in the second column
In the third column, you will now see a display of all your portfolios and their currencies
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
Click on your portfolio from the list to open it
The Portfolio window will open to show a list of your holdings
There are a couple of actions you can take directly from the Portfolio window
First, you can check the status of your orders
From the top of the Portfolio window, simply select the button labelled “Open Order Status”
This will open a new window displaying information on all your recent orders
Second, you can place a trade for an investment you own
Click the “Trade” icon from your list of holdings for the investment you would like to buy or sell
You’ll find the trade icon throughout the dashboard – it’s the one with two arrows facing in opposite directions
Once selected, an order entry form will open for you to fill in and place your trade
You can also customize your columns to display information that’s important to you
Open the dropdown menu from the top left corner of the Portfolio window