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Additional Benefits for Our Most Loyal Clients

When you invest significant assets with us, you will have access to the additional benefits of our Royal Circle®§ Program to help make managing your investments even easier.

Benefits of a Royal Circle Membership

  • Save with exemptions from administrative and maintenance fees
  • Get reimbursed up to $5001 in transfer fees when you transfer $15,000 or more from another institution

Priority Service

Receive service from our most experienced representatives, and extend your benefits to anyone in your immediate household.

Premium Research

Access premium research from Morningstar and RBC Capital Markets®. Get access to the latest market movements.

Preferred rates

Access to preferred margin rates for your investment borrowing needs.

How Do I Qualify for Royal Circle Membership?

There are two ways to qualify for Royal Circle membership. Your month-end balances for four consecutive months must be at least $250,000 or your annual trading commissions must be greater than $5,000. To learn more, please call us at 1-800-769-2560.

“I want investment ideas for my portfolio.”

Get inspired with new investing ideas or get help creating an equity portfolio with Morningstar’s series of stock-based pick lists.

Morningstar Research

“What does it cost to trade?”

Pay only $9.95 flat per equity trade* with no minimum balance or trading activity required or $6.95 flat per equity trade with 150+ trades per quarter.

Pricing (commissions, fees and interest rates)

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