Welcome to Your Royal Circle Benefits
As a valued RBC Direct Investing client, you've earned the status of a Royal Circle member1. To thank you for your continued business, you have access to a number of benefits not readily available to other RBC Direct Investing clients.
Your Benefits
Preferred Phone Line
With the Royal Circle phone line, you have priority access to our most experienced RBC Direct Investing representatives.
Simply call 1-877-722-2372 (or 416-313-5291 outside North America) and our representatives will address your trading and account inquiries. To ensure you receive priority access, you will be asked to enter your client card number.
Preferred Margin Rates
Enjoy preferred margin rates for your investment borrowing needs.
Preferred Fees
You are exempt from paying a variety of everyday administrative fees3. These include:
- Quarterly maintenance fees across all of your accounts
- RSP partial withdrawals
- Confirmation/statement replacement up to the previous 12 months
- Cheque request fees
- Dishonoured items
- Additional RIF withdrawals and Internal transfers
RBC Direct Investing will also reimburse you up to $500 CDN in transfer fees paid by you to another financial institution when $15,000 CDN or more in investments is transferred into a new or existing RBC Direct Investing account4. To arrange for the reimbursement of your transfer fees, call us at 1-877-722-2372 (or 416-313-5291 outside North America) and we will be happy to assist you.
Membership Extends to Anyone in Your Household
Extend your privileges to anyone in your immediate household. Just call us at 1-877-722-2372 (or 416-313-5291 outside North America) with the account details and the client card number of the person to whom you would like to extend your Royal Circle benefits.
Exclusive Research
Access comprehensive Canadian and U.S. market research from RBC Capital Markets and Morningstar2, including:
- RBC Capital Markets equity research: In-depth company and industry/sector reports
- Morningstar’s U.S. Quarterly Market Outlook: A quarterly publication providing forward-looking outlook on the economy, credit markets and sectors
- Morningstar's Research Highlights: A weekly publication that summarizes Morningstar’s best ideas within their coverage universe
- Morningstar's U.S. Stock Strategist Series: A weekly article covering a range of investing topics. Includes company specific news, sector and industry trends as well as market trends
- Morningstar's U.S. Stock Strategist Industry Reports: Timely overview and background on individual industry groups, including analyst commentary on growth prospects, drivers of competitive advantages, and relative comparisons of the companies within an industry
Preferred Group Home and Auto Insurance Rates from RBC Insurance
Receive rates that are exclusive to group plans when you choose RBC Insurance® for your home and auto insurance.
To get a quote call RBC Insurance at 1-800-769-2517.
Online Tools for Non-personal Clients
To ensure that non-personal clients have access to the tools that they are entitled to, exclusive research is available to everyone who has trading authority on a qualifying Royal Circle non-personal account1.
In Case You Missed it...
Check out these helpful tools and features aimed to make your investing experience easier.
Our refreshed online investing Home page will give clients a more intuitive and convenient way to stay on top of their portfolio and market trends. The new homepage features:
- A Combined Portfolio View, with a visual snapshot of your asset mix breakdown, along with intraday unrealized gains and losses and the new Projected Income feature.
- Shortcuts, where you can easily access core platform features like Transfer Funds, Place an Order, Order Status, and the Trading Dashboard.
- A Market Snapshot, to keep track of daily market fluctuations.
- Recent Events Driving your Holdings, redesigned with a slide-out view where you can see additional events, filter by account and event type, and access a glossary with information on each event type.
To learn more, check out New Year, New Homepage.
Take your investments beyond borders and discover new opportunities to grow and diversify your portfolio with RBC Direct Investing – the only bank-owned brokerage in Canada offering online international trading to all clients.
Trade in eight currencies and instantly transfer funds between your RBC bank account and RBC Direct Investing account in British pounds, Euros, and Hong Kong dollars. International trading is available via web, mobile, the Trading Dashboard, and over the phone.
Not sure where to start? Visit Your Guide to International Trading to learn more.
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