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®Legal Disclaimer footnote § Program to help make managing your investments even easier.
Benefits of a Royal Circle Membership
- Get reimbursed up to $500Legal Disclaimer footnote 1 in transfer fees when you transfer $15,000 or more from another institution
Priority Service
Speak with our most experienced representatives when you call us, 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.
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