Investment Tools and Research

Investment Tools and Research

Hands of woman making dough

Everything You Need to Make Your Own Investment Decisions

View the latest research, uncover investment opportunities, track your goals and more with our broad line-up of tools and resources.

Create and track your specific investing goals, monitor your portfolio, save automatically and more—with tools and resources designed to help you succeed.

Sample image ofGoal Setting Tool
Sample image of Analyze Rebalance Tool
Sample image of Performance Tool
Sample image of Alerts
Sample image of Calendar
Sample image of Watchlists
Pre-Authorized Contribution (PAC) Plan
Expand/collapse content Set goals and measure your success

Goal Setting Tool

Get help reaching your retirement, education savings, home down payment or other savings milestone by linking your goals to your accounts. With the Goal Setting tool you can define, chart and track your goals. Plus, it offers suggestions to help you reach them faster!

How the Goal Setting Tool works:

  • Name your goal and choose your goal type (for example: Retirement)
  • Link your goal to one or more accounts. For example, you might link a “New Car” goal to your Tax-Free Savings Account (TFSA)
  • Enter details such as how much you need to save, how much you can contribute, as well as your timeline

Once you create your goal, the tool will show you how making changes to your plan–such as saving more or investing for a longer time period–could affect your goal’s outcome

Sample image of Goal Setting Tool

Analyze & Rebalance Tool

See how diversified your
portfolioMore Information
close
Portfolio
The entire combination of securities or investments an individual or institution holds. A portfolio can contain a variety of government and company bonds, preferred and common stocks from different businesses and other types of securities and assets.
is with the Analyze & Rebalance Tool. Working together with the Goal Setting Tool, it will help you visualize and track your progress. It will also suggest rebalancing strategies to make it easier for you to stay within your target
asset allocationMore Information
close
Asset Allocation
The process of dividing investments among different kinds of assets, such as stocks, bonds, real estate and cash, to optimize the risk/reward tradeoff based on an individual's or specific situation and goals. A key concept in financial planning and money management.
and
investor profileMore Information
close
Investor Profile
An individual's preferences in investment decisions based on goals, risk tolerance, current financial situation, and investment experience.
.

The Analyze & Rebalance Tool can help you:

  • Analyze your portfolios: See how your
    portfoliosMore Information
    close
    Portfolios
    The entire combination of securities or investments an individual or institution holds. A portfolio can contain a variety of government and company bonds, preferred and common stocks from different businesses and other types of securities and assets.
    are diversified by
    asset classMore Information
    close
    Asset Class
    A specific category of assets or investments, such as stocks, bonds, cash, international securities and real estate. Assets within the same class generally exhibit similar characteristics, and behave similarly in the marketplace.
    (cash, equities, etc.), area of the world,
    sectorMore Information
    close
    Sector
    A group of stocks representing companies in similar lines of business.
    (such as energy or technology) and holdings concentration
  • Compare portfolios: Compare a portfolio that you have linked to your goal against a generic
    investor profileMore Information
    close
    Investor Profile
    An individual's preferences in investment decisions based on goals, risk tolerance, current financial situation, and investment experience.
    to see if your
    asset allocationMore Information
    close
    Asset Allocation
    The process of dividing investments among different kinds of assets, such as stocks, bonds, real estate and cash, to optimize the risk/reward tradeoff based on an individual's or specific situation and goals. A key concept in financial planning and money management.
    and risk vs. return are in line with your investment objectives
  • Rebalance your portfolios: Rebalance your portfolio using your own test trades to see how changing your holdings will affect your portfolio before you actually invest in the market
Sample image of Analyze Rebalance Tool

Performance Tool

With the Performance Tool, you can easily measure and compare your portfolio’s
rate of returnMore Information
close
Rate of Return
The gain or loss of an investment over a specified period, expressed as a percentage increase over the initial investment cost. Gains on investments are considered to be any income received from the security, plus realized capital gains.
against various
benchmarksMore Information
close
Benchmark
A benchmark is a standard for measuring and evaluating the performance of investments compared to markets in general. This allows investors to gauge the relative performance of their portfolio.
Generally, broad market and market-segment stock and bond indexes are used for this purpose. RBC Direct Investing clients have access to benchmark indexes through the online secure site. Clients can choose which benchmark they would like to compare against their own account and specify the time frame. Benchmark performance results are reflected both graphically and numerically in table format.
, helping you keep your goals on track.

Here’s what you can do with the Performance Tool:

  • View and compare the
    rate of returnMore Information
    close
    Rate of Return
    The gain or loss of an investment over a specified period, expressed as a percentage increase over the initial investment cost. Gains on investments are considered to be any income received from the security, plus realized capital gains.
    for your
    portfoliosMore Information
    close
    Portfolios
    The entire combination of securities or investments an individual or institution holds. A portfolio can contain a variety of government and company bonds, preferred and common stocks from different businesses and other types of securities and assets.
  • Compare your portfolio’s performance to various
    indicesMore Information
    close
    Index
    An index is a composite of securities which gives investors points of reference for evaluating the performance of their investments. It is important to compare the performance of an investment to an index that comprises similar securities. Examples include the S&P/TSX Composite Index and the Montreal Exchange Market Portfolio Index.
    such as the S&P/TSX or S&P 500, or to the returns of a generic
    investor profileMore Information
    close
    Investor Profile
    An individual's preferences in investment decisions based on goals, risk tolerance, current financial situation, and investment experience.
    (such as Conservative, Balanced or Growth) to see if your investment strategy is in line with your long–term objectives
  • Choose the type of return you want to view: Calendar, Cumulative or Annualized
  • View your rate of return on a monthly, quarterly or annual basis
Sample image of Performance Tool
Expand/collapse content Set goals and measure your success
Goal Setting Tool
Get help reaching your retirement, education savings, home down payment or other savings milestone by linking your goals to your accounts. With the Goal Setting Tool you can define, chart and track your goals. Plus, it offers suggestions to help you reach them faster!

How the Goal Setting Tool works:

  • Name your goal and choose your goal type (for example: Retirement)
  • Link your goal to one or more accounts. For example, you might link a “New Car” goal to your Tax–Free Savings Account (TFSA)
  • Enter details such as how much you need to save, how much you can contribute, as well as your timeline

Once you create your goal, the tool will show you how making changes to your plan–such as saving more or investing for a longer time period–could affect your goal’s outcome.

Sample image of Goal Setting Tool

Analyze & Rebalance Tool
See how diversified your
portfolioMore Information
close
Portfolio
The entire combination of securities or investments an individual or institution holds. A portfolio can contain a variety of government and company bonds, preferred and common stocks from different businesses and other types of securities and assets.
is with the Analyze & Rebalance Tool. Working together with the Goal Setting Tool, it will help you visualize and track your progress. It will also suggest rebalancing strategies to make it easier for you to stay within your target
asset allocationMore Information
close
Asset Allocation
The process of dividing investments among different kinds of assets, such as stocks, bonds, real estate and cash, to optimize the risk/reward tradeoff based on an individual's or specific situation and goals. A key concept in financial planning and money management.
and
investor profileMore Information
close
Investor Profile
An individual's preferences in investment decisions based on goals, risk tolerance, current financial situation, and investment experience.
.

The Analyze & Rebalance Tool can help you:

  • Analyze your portfolios: See how your
    portfoliosMore Information
    close
    Portfolios
    The entire combination of securities or investments an individual or institution holds. A portfolio can contain a variety of government and company bonds, preferred and common stocks from different businesses and other types of securities and assets.
    are diversified by
    asset classMore Information
    close
    Asset Class
    A specific category of assets or investments, such as stocks, bonds, cash, international securities and real estate. Assets within the same class generally exhibit similar characteristics, and behave similarly in the marketplace.
    (cash, equities, etc.), area of the world,
    sectorMore Information
    close
    Sector
    A group of stocks representing companies in similar lines of business.
    (such as energy or technology) and holdings concentration
  • Compare portfolios: Compare a portfolio that you have linked to your goal against a generic
    investor profileMore Information
    close
    Investor Profile
    An individual's preferences in investment decisions based on goals, risk tolerance, current financial situation, and investment experience.
    to see if your
    asset allocationMore Information
    close
    Asset Allocation
    The process of dividing investments among different kinds of assets, such as stocks, bonds, real estate and cash, to optimize the risk/reward tradeoff based on an individual's or specific situation and goals. A key concept in financial planning and money management.
    and risk vs. return are in line with your investment objectives
  • Rebalance your portfolios: Rebalance your portfolio using your own test trades to see how changing your holdings will affect your portfolio before you actually invest in the market

Sample image of Analyze Rebalance Tool

Performance Tool

With the Performance Tool, you can easily measure and compare your portfolio’s

rate of returnMore Information
close
Rate of Return
The gain or loss of an investment over a specified period, expressed as a percentage increase over the initial investment cost. Gains on investments are considered to be any income received from the security, plus realized capital gains.
against various
benchmarksMore Information
close
Benchmark
A benchmark is a standard for measuring and evaluating the performance of investments compared to markets in general. This allows investors to gauge the relative performance of their portfolio.
Generally, broad market and market-segment stock and bond indexes are used for this purpose. RBC Direct Investing clients have access to benchmark indexes through the online secure site. Clients can choose which benchmark they would like to compare against their own account and specify the time frame. Benchmark performance results are reflected both graphically and numerically in table format.
, helping you keep your goals on track.

Here’s what you can do with the Performance Tool:

  • View and compare the
    rate of returnMore Information
    close
    Rate of Return
    The gain or loss of an investment over a specified period, expressed as a percentage increase over the initial investment cost. Gains on investments are considered to be any income received from the security, plus realized capital gains.
    for your
    portfoliosMore Information
    close
    Portfolios
    The entire combination of securities or investments an individual or institution holds. A portfolio can contain a variety of government and company bonds, preferred and common stocks from different businesses and other types of securities and assets.
  • Compare your portfolio’s performance to various
    indicesMore Information
    close
    Index
    An index is a composite of securities which gives investors points of reference for evaluating the performance of their investments. It is important to compare the performance of an investment to an index that comprises similar securities. Examples include the S&P/TSX Composite Index and the Montreal Exchange Market Portfolio Index.
    such as the S&P/TSX or S&P 500, or to the returns of a generic
    investor profileMore Information
    close
    Investor Profile
    An individual's preferences in investment decisions based on goals, risk tolerance, current financial situation, and investment experience.
    (such as Conservative, Balanced or Growth) to see if your investment strategy is in line with your long-term objectives
  • Choose the type of return you want to view: Calendar, Cumulative or Annualized
  • View your rate of return on a monthly, quarterly or annual basis

Sample image of Performance Tool

Expand/collapse content Track your investments and monitor the market

Alerts

Keep track of your stocks, ETFs and mutual funds anytime, anywhere. With the Alerts feature you can receive timely updates on your tablet, mobile phone or desktop.

Personalize your alerts to know when a stock price goes up or down, or when there are other changes you want to know about. You can also receive alerts for news stories, announcements and Morningstar research reports.

Plus, use Market Alerts to set alerts for events or price changes that happen within a specific
stock exchangeMore Information
close
Stock Exchange
An organized marketplace for securities featured by the centralization of supply and demand for the transaction of orders by member brokers for institutional and individual investors.
(such as the TSX or NYSE).
Sample image of Alerts
Calendar

Get daily, weekly and monthly views of economic events, earnings dates and

dividendMore Information
close
Dividend
Distribution of a portion of a company's earnings, decided by the board of directors, to a class of its shareholders. Dividends are often quoted in terms of the dollar amount each share receives (dividends per share or DPS).
dates that may affect your investments.

Sample image of Calendar
Watchlists

Keep track of purchase dates, prices and commissions, and track gains or losses for stocks you hold or are interested in. You’ll stay current with access to 35 Watchlists, each with 15 stocks per list.

Sample image of Watchlists
Expand/collapse content Track your investments and monitor the market
Alerts
Keep track of your stocks, ETFs and mutual funds anytime, anywhere. With the Alerts feature you can receive timely updates on your tablet, mobile phone or desktop.

Personalize your alerts to know when a stock price goes up or down, or when there are other changes you want to know about. You can also receive alerts for news stories, announcements and Morningstar research reports.

Plus, use Market Alerts to set alerts for events or price changes that happen within a specific
stock exchangeMore Information
close
Stock Exchange
An organized marketplace for securities featured by the centralization of supply and demand for the transaction of orders by member brokers for institutional and individual investors.
(such as the TSX or NYSE).

Sample image of Alerts

Calendar

Get daily, weekly and monthly views of economic events, earnings dates and dividend dates that may affect your investments.

Sample image of Calendar
Watchlists

Keep track of purchase dates, prices and commissions, and track gains or losses for stocks you hold or are interested in. You’ll stay current with access to 35 Watchlists, each with 15 stocks per list.

Sample image of Watchlists
Expand/collapse content Put your investment strategy into action

Save towards your goals—automatically

Pre-Authorized Contribution (PAC) Plan

Build your savings steadily over time by making automatic, pre-planned deposits to your RBC Direct Investing accounts in regular, easy-to-manage amounts throughout the year.

Automatic Investment Plan

Enjoy the convenience of automatically investing in your choice of mutual funds on a monthly or quarterly basis, paid for from your chequing or savings account at any Canadian financial institution.

Receive income and/or keep your investments working for you

Dividend Reinvestment Plan (DRIP)

Want to get more out of your investment dollars? When you sign up for DRIP, you can arrange to have the cash dividends1 you earn from the shares you hold in your account automatically reinvested. RBC Direct Investing will purchase additional shares2 in the same companies on your behalf on the dividend payment date. No fees or commissions apply.

View eligible securities

Systematic Withdrawal Plan

Need consistent income from your investments? The Systematic Withdrawal Plan automatically redeems (sells) mutual funds in your account, providing you with a source of regular income.

Treasury Bill Rollover

Automatically roll over your treasury bills when they mature, ensuring that your investments keep earning all they can.

Automatic Funds Transfer

Automatically move cash on a monthly basis from your RBC Direct Investing Cash or Margin account to your chequing or savings account at any Canadian financial institution.

Crunch the numbers and create a plan

Financial Calculators

Analyze different financial scenarios using a range of easy-to-use investment and retirement planning calculators.

Expand/collapse content Put your investment strategy into action
Save towards your goals—automatically
  • Pre-Authorized Contribution (PAC) Plan
    Build your savings steadily over time by making automatic, pre-planned deposits to your RBC Direct Investing accounts in regular, easy-to-manage amounts throughout the year.

  • Automatic Investment Plan
    Enjoy the convenience of automatically investing in your choice of mutual funds on a monthly or quarterly basis, paid for from your chequing or savings account at any Canadian financial institution.
Receive income and/or keep your investments working for you
  • Dividend Reinvestment Plan (DRIP)
    Want to get more out of your investment dollars? When you sign up for DRIP, you can arrange to have the cash dividends1 you earn from the shares you hold in your account automatically reinvested. RBC Direct Investing will purchase additional shares2 in the same companies on your behalf on the dividend payment date. No fees or commissions apply.
    View eligible securities
  • Systematic Withdrawal Plan
    Need consistent income from your investments? The Systematic Withdrawal Plan automatically redeems (sells) mutual funds in your account, providing you with a source of regular income.
  • Treasury Bill Rollover
    Automatically roll over your treasury bills when they mature, ensuring that your investments keep earning all they can.
  • Automatic Funds Transfer
    Automatically move cash on a monthly basis from your RBC Direct Investing Cash or Margin account to your chequing or savings account at any Canadian financial institution.
Crunch the numbers and create a plan
  • Financial Calculators
    Analyze different financial scenarios using a range of easy-to-use investment and retirement planning calculators.


Security“What is the 100% Security Guarantee?”

We offer 100% reimbursement for any unauthorized transactions made through RBC Direct Investing Online Investing.4

Online Security Guarantee

Calculator“What does it cost to trade stock?”

Pay only $9.95 flat per equity trade5 with no minimum balance or trading activity required or $6.95 flat per equity trade5 with 150+ trades per quarter.

Pricing

Transfer“I’m ready to transfer my accounts.”

It’s easy to transfer your account(s) from another brokerage, and we'll cover your transfer fees.6

Transfer Your Account

Security“What is the 100% Security Guarantee?”

We offer 100% reimbursement for any unauthorized transactions made through RBC Direct Investing online investing.7

Online Security Guarantee

Calculator“What does it cost to trade?”

Pay only $9.95 flat per equity trade2 with no minimum balance or trading activity required or $6.95 flat per equity trade2 with 150+ trades per quarter.

Pricing

Security“What is the 100% Security Guarantee?”

We offer 100% reimbursement for any unauthorized transactions made through RBC Direct Investing Online Investing.3

Online Security Guarantee

Security“Can I practice investing before I invest real money?”

Try out online investing risk-free with a Practice Account. You'll have the same online experience as you would with a real account.

Practice Accounts

Calculator“What does it cost to trade?”

Pay only $9.95 flat per equity trade1 with no minimum balance or trading activity required or $6.95 flat per equity trade1 with 150+ trades per quarter.

Pricing

Tool“I want to brush up on my investing know-how.”

The RBC Direct Investing online investing site gives you access to tools and guidance on a variety of retirement topics.

Retirement and Investment Planning

Piggy Bank“My RRSP contributions are my #1 priority.”

Make your RRSP contributions no matter what with a Pre–Authorized Contribution Plan. Simply set it up and watch your savings grow.

Pre–Authorized Contributions

Piggy Bank“I want to save without even thinking about it.”

Make your TFSA contributions the easy way with a Pre–Authorized Contribution Plan. Once the money is in your account, you’re ready to start investing the way you want.

Pre-Authorized Contributions

Talk“I want to make the most of my TFSA.”

Connect in the community with investors enjoying great returns on their investments, see what they hold and learn about their investing approach.

The Community

Talk“I want to see what other retirees are doing.”

Your investment strategy tends to change once you retire. Connect with other retired investors to see how they approach investing.

The Community

Dollar“I want to maximize my retirement income.”

You can choose to automatically reinvest the dividends you earn by having RBC Direct Investing purchase shares on your behalf. No fees or commissions apply.

Dividend Reinvestment Plan

Piggy Bank“I want to make investing as easy as possible.”

Make automatic deposits into your RESP with a Pre–Authorized Contribution Plan. Simply set it up and watch your savings grow.

Pre–Authorized Contributions

Tool“I want to build the best possible RESP.”

Access extensive research from sources such as Morningstar and RBC Dominion Securities.

Tools and Research

Tool“I want to know what the experts are saying.”

Access top-notch research from Morningstar and other sources to help you make informed investment decisions.

Tools & Research

Question“How do I find investment opportunities?”

Use our Screeners to search for stocks, mutual funds, ETFs and fixed income solutions.

Screeners

Security“Can I practice investing before I invest real money?”

Try out online investing risk-free with a Practice Account. You'll have the same online experience as you would with a real account.

Practice Accounts

Tool“I need ongoing support.”

From extensive research to unique tools such as Lifestyle Screeners, you’ll find the support you need to be successful.

Tools & Research

Person“I want to test out the stock market first.”

Open a Practice Account to buy and sell stocks, risk-free. You’ll have the same online experience as with a real account, without using your money.

Practice Accounts

Tool“I want to invest in something I’m passionate about.”

Find stocks that match your personal interests with Lifestyle Stock Screeners, developed by Morningstar exclusively for our clients.

Lifestyle Stock Screeners

Person“I want to test out the stock market first.”

Open a Practice Account to buy and sell stocks, risk-free. You’ll have the same online experience as with a real account, without using your money.

Practice Accounts

Tool“I want to invest in something I’m passionate about.”

Find stocks that match your personal interests with Lifestyle Stock Screeners, developed by Morningstar exclusively for our clients.

Lifestyle Stock Screeners

Person“I want to practice trading options first.”

Use a Practice Account to buy and sell options, risk-free. You’ll have the same online experience as with a real account, without using actual money.

Practice Accounts

Talk“I’m looking for options strategies.”

See how other investors within the Community are investing in options (without disclosing your real identity or theirs) to get ideas and inspiration.

The Community

Dollar“I want to invest automatically.”

Enjoy the convenience of automatically investing in your choice of mutual funds on a monthly or quarterly basis.

Automatic Investment Plan

Dollar“I need regular income from my investments.”

Receive a regular income stream by automatically redeeming (selling) mutual funds in your account.

Systematic Withdrawal Plan

Talk“How can I be successful like other investors?”

See what successful investors within the Community are investing in (without disclosing their real identity or yours) to get ideas and inspiration.

The Community

Book“I want to know what the experts are saying.”

You’ll find expert insights and editorials in our online investing site, including Morningstar Editorials to help you make your decisions.

Mutual Funds Research

Person“I want to practice investing in ETFs first.”

Use a Practice Account to try out ETFs, risk–free. You’ll have the same online experience as with a real account, without using actual money.

Practice Accounts

Book“How can I find ETFs for my portfolio?”

Use ETF Model Portfolios, designed by RBC Dominion Securities, to generate investment ideas.

ETF Research

Dollar“I want to maximize my earnings.”

Automatically roll over your treasury bills when they mature, ensuring that your investments keep earning all they can.

Treasury Bill Rollover

Tool“How can I find investment opportunities?”

Easily search for bonds, money market instruments and GICs based on your specific needs using the Fixed Income Screener.

Fixed Income Screener

Cheque“I'd like a number of GICs to choose from”

Choose from a variety of GIC terms and rates, including GICs with regular interest payment options.

GIC Rates

Talk“I’d like to do more with my GICs.”

See which GICs other investors within the Community are investing in (without disclosing their real identity or yours) to get ideas and inspiration.

The Community

Person“I need my investments to provide regular income.”

Try investing in different bonds through a Practice Account and see how they can satisfy your cash flow needs.

Practice Accounts

Tool“How can I find investment opportunities?”

Easily search for bonds, money market instruments and GICs based on your specific needs using the Fixed Income Screener.

Fixed Income Screener

Mobile“I want to stay connected with my investments.”

Buy and sell investments, get real-time1 quotes, read current market news and more—anytime, anywhere2 with the RBC Mobile app3.

Mobile Trading

Tool“I want to read the best stock research.”

Top-notch research from Morningstar can help you make educated stock picks.

Tools and Research

Calculator“What does it cost to trade?”

Pay only $9.95 flat per equity trade2 with no minimum balance or trading activity required or $6.95 flat per equity trade2 with 150+ trades per quarter.

Pricing

Person“I want to try out advanced strategies.”

Practice Accounts aren’t just for beginners. Use one to try out a new strategy before you invest real money.

Practice Accounts

Book“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

Calculator“What does it cost to trade?”

Pay only $9.95 flat per equity trade3 with no minimum balance or trading activity required or $6.95 flat per equity trade3 with 150+ trades per quarter.

Pricing

Mobile“I want to stay connected with my investments.”

Buy and sell investments, get real-time3 quotes, read current market news and more anytime, anywhere4 with the RBC Mobile app5.

Mobile Trading

Self serve“Is self-directed investing right for me?”

Use the Investment Wizard and see if self-directed investing is right for you in 5 easy steps.

Investment Wizard

Security“What is the 100% Security Guarantee?”

We offer 100% reimbursement for any unauthorized transactions made through RBC Direct Investing Online Investing.5

Online Security Guarantee

Question“How safe is my personal information?”

Your personal information is secure with us. We use state–of–the–art technology and strict privacy procedures to ensure its protection.

Protecting Your Privacy

Security“What is the 100% Security Guarantee?”

We offer 100% reimbursement for any unauthorized transactions made through RBC Direct Investing Online Investing.5

Online Security Guarantee

Question“How safe is my personal information?”

Your personal information is secure with us. We use state–of–the–art technology and strict privacy procedures to ensure its protection.

Protecting Your Privacy

Tool“I want to track my savings goals.”

Define your savings goals and create a plan to meet them with the Goal Setting tool.

Goal Setting Tool

Community“I don't want to pay a maintenance fee.”

Enjoy no maintenance fee when you hold combined assets of $15,000 or more across all of your RBC Direct Investing accounts. This is just one of many ways to get the fee waived1.

Fees

Person“I want to try out the screeners first.”

Try the Lifestyle Screeners in a Practice Account and see how this tool can help you invest.

Practice Accounts

Talk“I want to find out how others are using screeners.”

Find out how other investors use Lifestyle Screeners by asking questions and starting a conversation in the Community.

The Community

Security“I want to steadily grow my savings.”

Build your savings over time with a Pre-Authorized Contribution Plan. Simply set it up and watch your savings grow!

Pre-Authorized Contributions

Community“I want to invest in something I’m interested in.”

Find stocks that match your personal interests with Lifestyle Stock Screeners, developed by Morningstar exclusively for our clients.

Lifestyle Stock Screeners

Calculator“What does it cost to trade stock?”

Pay only $9.95 flat per equity trade1 with no minimum balance or trading activity required or $6.95 flat per equity trade1 with 150+ trades per quarter.

Pricing

Ribbon“Can I qualify for access to special resources?”

Royal Circle members receive access to premium research and other distinct services. Find out how to qualify.

Royal Circle Membership

Calculator“What does it cost to trade stock?”

Pay only $9.95 flat per equity trade3 with no minimum balance or trading activity required or $6.95 flat per equity trade3 with 150+ trades per quarter.

Pricing

Ribbon“Can I qualify for access to special resources?”

Royal Circle members receive access to premium research and other distinct services. Find out how to qualify.

Royal Circle Membership

Calculator“What does it cost to trade stock?”

Pay only $9.95 flat per equity trade3 with no minimum balance or trading activity required or $6.95 flat per equity trade3 with 150+ trades per quarter.

Pricing

Ribbon“Can I qualify for access to special resources?”

Royal Circle members receive access to premium research and other distinct services. Find out how to qualify.

Royal Circle Membership

Question“I have questions. Can I talk to someone?”

Absolutely. We’re available Monday - Friday from 7 am to 8 pm ET.3 Call us toll-free at: 1-800-769-25601-800-769-2560.

Contact Us

Question“Can I practice investing before I invest real money?”

Try out online investing risk-free with a Practice Account. You'll have the same online experience as you would with a real account.

Practice Accounts

Shield“What is the 100% Security Guarantee?”

We offer 100% reimbursement for any unauthorized transactions made through RBC Direct Investing Online Investing+.

Online Security Guarantee

Question“I have questions. Can I talk to someone?”

Absolutely. We’re available Monday - Friday from 7 am to 8 pm ET.# Call us toll-free at: 1-800-769-25601-800-769-2560.

Contact Us

Question“Can I practice investing before I invest real money?”

Try out online investing risk-free with a Practice Account. You'll have the same online experience as you would with a real account.

Practice Accounts

Person“I have questions. Can I talk to someone?”

Absolutely. We’re available Monday - Friday from 7 am to 8 pm ET.2 Call us toll-free at: 1-800-769-25601-800-769-2560.

Contact Us

Piggy Bank“My RRSP contributions are a top priority.”

Simplify your RRSP savings with a Pre-Authorized Contribution Plan. Set it up and watch your savings grow.

Pre-authorized contributions

Book“I want to know what the experts like.”

Get inspired with new investment ideas or get help creating a portfolio with the Morningstar series of stock-based pick lists.

Stock research

Transfer“I’m ready to transfer my accounts.”

It’s easy to transfer your account(s) from another brokerage and we'll cover your transfer fees.1

Transfer your account

Calculator“What does it cost to trade?”

Pay only $9.95 flat per equity trade3 with no minimum balance or trading activity required or $6.95 flat per equity trade3 with 150+ trades per quarter.

Pricing

Security“What is the 100% Security Guarantee?”

We offer 100% reimbursement for any unauthorized transactions made through RBC Direct Investing Online Investing.2

Online Security Guarantee

Ribbon“I want to be rewarded for my business.”

Enjoy access to premium research and other distinct services. Find out how to qualify.

Royal Circle membership

Person“Can I practice investing before I invest real money?”

Try out online investing risk-free with a Practice Account. You'll have the same online experience as you would with a real account.

Practice Accounts

Calculator“I’m looking for low-cost investment options.”

Series D mutual funds offer lower fees and investment minimums for self-directed investors. Plus, you can buy and sell funds commission-free4.

Series D Mutual Funds

#Person“Can I practice investing before I invest real money?”

Try out online investing risk-free with a Practice Account. You'll have the same online experience as you would with a real account.

Practice Accounts

Calculator“I’m looking for low-cost investment options.”

Series D mutual funds offer lower fees and investment minimums for self-directed investors. Plus, you can buy and sell funds commission-free4.

Series D Mutual Funds

Security“Can I practice investing before I invest real money?”

Try out online investing risk-free with a Practice Account. You'll have the same online experience as you would with a real account.

Practice Accounts

Calculator“I’m looking for low-cost investment options.”

Series D mutual funds offer lower fees and investment minimums for self-directed investors. Plus, you can buy and sell funds commission-free4.

Series D Mutual Funds

Person“Can I practice investing before I invest real money?”

Try out online investing risk-free with a Practice Account. You'll have the same online experience as you would with a real account.

Practice Accounts

Calculator“I’m looking for low-cost investment options.”

Series D mutual funds offer lower fees and investment minimums for self-directed investors. Plus, you can buy and sell funds commission-free5.

Series D Mutual Funds

Calculator“What does it cost to trade?”

Pay only $9.95 flat per equity trade2 with no minimum balance or trading activity required or $6.95 flat per equity trade2 with 150+ trades per quarter.

Pricing

Question“I have questions. Can I talk to someone?”

Absolutely. We’re available Monday – Friday from 7 am to 8 pm ET.3 Call us toll–free at: 1-800-769-25601-800-769-2560.

Investment Services Representative

Community“I need some investing inspiration”

Connect with investors in the Community to gain ideas and inspiration. Discuss opportunities and see how others’ portfolios are performing.

The Community

Calculator“What does it cost to trade?”

Pay only $9.95 flat per equity trade7 with no minimum balance or trading activity required or $6.95 flat per equity trade7 with 150+ trades per quarter.

Pricing

Community“I need some investing inspiration”

Connect with investors in the Community6 to gain ideas and inspiration. Discuss opportunities and see how others’ portfolios are performing.

The Community

Calculator“What does it cost to trade?”

Pay only $9.95 flat per equity trade7 with no minimum balance or trading activity required or $6.95 flat per equity trade7 with 150+ trades per quarter.

Pricing

Community“I need some investing inspiration”

Connect with investors in the Community3 to gain ideas and inspiration. Discuss opportunities and see how others’ portfolios are performing.

The Community

Question“What does it cost to trade?”

Pay only $9.95 flat per equity trade4 with no minimum balance or trading activity required or $6.95 flat per equity trade4 with 150+ trades per quarter.

Pricing

Security“What is the 100% Security Guarantee?”

We offer 100% reimbursement for any unauthorized transactions made through RBC Direct Investing Online Investing.2

Online Security Guarantee

Question“I have questions. Can I talk to someone?”

Absolutely. We’re available Monday – Friday from 7 am to 8 pm ET.3 Call us toll–free at: 1-800-769-25601-800-769-2560.

Investment Services Representative

Self serve“Is do-it-yourself investing right for me?”

Use the Investment Wizard and see if do-it-yourself investing is right for you in 5 easy steps.

Investment Wizard

Question“I want to get my feet wet first.”

Not sure which account is right for you? Try a Practice Account. You get $100,000 of practice money and can start over at any time.

Practice Accounts

I’m ready to get started with RBC Direct Investing

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