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Open an AccountPlease select the form that you require from the drop down menu box below. For your convenience, some forms can be filled in online.
Important: During a Canada Post disruption, you may not be able to submit your form by mail. To submit your form, you can:
In certain circumstances, RBC Direct Investing may accept transfers-in of trailer-paying investment funds managed by investment fund management companies that have agreed to switch their funds into non-trailer paying versions of the same funds following transfer.
Should your personal information need to be updated, please also complete the Update/Change of Client Information form.
Registered Retirement Savings Plan and Registered Retirement Income Fund
Tax-Free Savings Account
Registered Education Savings Plan
Account Agreements and Trust
Addenda
To avoid any delays in the processing of your request, please: print, ensure it is completed accurately, sign and date your form.
If you need assistance completing the form please call us at
1-800-769-2560