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Top Questions

How do I:
Access my tax documents
Sign up for the Community?
Transfer funds from my RBC Royal Bank® account to my RBC Direct Investing account?
Transfer my investment accounts to RBC Direct Investing?
Qualify for low trade commissions?
Open a new RBC Direct Investing account?
Update my address?
Set up a Pre-Authorized Contribution Plan (PAC)?
Sign up for an Automatic Investment Plan (AIP)?
Remove a de-listed stock from my account?
Download the RBC Mobile app to start trading on my mobile?

Access my tax documents

If you're looking for a tax slip or need a replacement copy, you can now choose to access your RBC Direct Investing tax documents in PDF as soon as they become available.

To switch to electronic delivery:

  1. Log in and select "View & Manage Documents" from the My Portfolio menu. Select the "Manage Documents" tab.
  2. Select the "All Electronic" button to begin receiving all of your documents electronically. You can also use the drop-down menu next to each type of document to choose electronic or paper delivery. Next, select "Continue" and provide your consent for electronic delivery.
  3. When you return to the View Documents tab, you have access to an archive starting with your 2018 tax documents

Once you switch to electronic delivery, you will no longer receive printed copies in the mail.

Note that certain tax documents are not available online. Please contact us at 1-800-769-2560 if you need access to the following:

  • T5/R3 for RBC Mutual Funds
  • T3/R16 RBC Private Pools Series O Package
  • Tax documents issued by third-party mutual fund companies

Alternatively, You may also request a duplicate tax slip by sending us a secure message. From My Portfolio, select "Message Centre" or click the "Messages" link at the top of your Home page. Please include the name of the specific tax slip you are looking for. If you are requesting a copy of a T3 / R16, please specify the issuer.

Visit the Investment and Tax Season Centre for important dates to keep in mind for the tax season.


Sign up for the Community

To join the RBC Direct Investing® Community1 visit the Community section of the online investing site and follow the instructions on the page.


Transfer funds from my RBC Royal Bank® account to my RBC Direct Investing account

From the Transfer Cash page under My Portfolio, use the dropdown menus to transfer funds between your RBC Direct Investing accounts and any RBC Royal Bank accounts (CDN to CDN or U.S. to U.S.) connected to your RBC Client Card.

Funds transferred TO your RBC Direct Investing account will be available immediately when the request is made between 4:30 a.m. and 7:54 p.m. ET, seven days a week. If the transfer is requested after 7:54 p.m., the funds will be available in your RBC Direct Investing account by 4:30 a.m. This applies to cash, margin, RRSP and TFSA accounts.

Funds transferred FROM your RBC Direct Investing account will be available immediately when the request is made between 9 a.m. and 4:00 p.m. ET, Monday to Friday (except holidays). If the transfer is requested outside of these hours, the funds will be available in your RBC Royal Bank account by 9 a.m. the next business day. This applies to cash and margin accounts only.

For information on transferring your existing investment account at another financial institution to your RBC Direct Investing account, please see How do I transfer my investment accounts to RBC Direct Investing?


Transfer my investment accounts to RBC Direct Investing

Use the transfer form in the RBC Direct Investing site to transfer accounts from other financial institutions. Here's how you do it:

On the Transfer in from Another Institution page under My Portfolio, select the type of account you wish to transfer into. If you are transferring your investment, registered retirement, or TFSA accounts, you'll be presented with the automated Online Transfer forms. For RESPs and pension accounts, you'll be presented with a PDF of this form. Please complete the appropriate form, making sure to provide all of the required information.

Transfers within RBC can take anywhere from three to seven days. Transfers from other institutions can take two to six weeks.

For information on transfers from your RBC Royal Bank account, please see How can I transfer funds from my RBC Royal Bank account to my RBC Direct Investing account?


Qualify for low trade commissions

All RBC Direct Investing clients enjoy a low commission of $9.95 flat CDN or U.S. for each online and mobile equity trade with no minimum balance or trading requirements.2

Plus, clients who trade 150 or more times per quarter will automatically qualify for a flat commission rate of $6.95 CDN or U.S. per equity trade.2

For complete details on our pricing and how to qualify, visit rbcdirectinvesting.com/lowtrades.

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Open a new RBC Direct Investing account

The quickest and easiest way to open a new RBC Direct Investing Investment, RRSP, TFSA or RRIF account is through the online investing site. Here's how you do it:
1. Select "Open a New Account" under My Portfolio.
2. Select the "Open a Personal Investment, TFSA, RSP and/or RIF Account" link.
3. Choose the account(s) you wish to open, and you're on your way.

The interactive online application form is the most convenient and easiest way to open an account. You'll receive step-by-step instructions guiding you through the account application process. Plus, you can also open multiple accounts in the same online session. And as an RBC Direct Investing client, you can submit most applications online. With our eSignature feature, you don't have to sign and mail the application.

Please note that you need Adobe Reader 9.0 or higher and Internet Explorer 6 or higher to complete the online application form.


Update my address

You can update your address online, by phone or by mail. Here's how you do it:

1. Click "Edit Profile" at the top right section of any page or select "Edit Profile & Preferences" under My Portfolio.

2. Select the "Change your Client Profile" link.

3. Fill out the form and click "submit".

Although you certainly may give us a post office box number as your mailing address, Canadian securities regulations require that you also provide us with a permanent street address for our records.

To change your address by phone please call us at 1-800-769-2560 to speak with an Investment Services Representative.

To change your address by mail please provide us with detailed written instructions and mail it to:
RBC Direct Investing Inc.
Royal Bank Plaza
200 Bay Street, North Tower
P.O. Box 75
Toronto, Ontario M5J 2Z5


Set up a Pre-Authorized Contribution Plan (PAC)

If you have an RBC Royal Bank chequing or savings account and as long as your account is linked to your RBC Direct Investing account, simply:

  1. Go to the "Pre-Authorized Contributions" page, under My Portfolio.
  2. Enter the required information on the PAC setup page.

If you would like to set up a Pre-Authorized Contribution Plan with an account held outside of RBC Royal Bank for your RBC Direct Investing RRSP, TFSA or RESP, please download the Pre-Authorized Contribution Plan form.  Once you have completed the form, you may send it to RBC Direct Investing or drop the form off at any RBC Direct Investing Investor Centre or your local RBC Royal Bank branch.



Sign up for an Automatic Investment Plan (AIP)

Save regularly and automatically by pre-arranging to purchase your choice of mutual funds for your RBC Direct Investing RRSP, TFSA, RESP or investment account, paid for from your chequing or savings account at any Canadian financial institution.

To sign up for an Automatic Investment Plan, please download and complete the Automatic Investment Plan form and send it to RBC Direct Investing at the address or fax number indicated on the form. If you’d prefer, you may drop the form off at any RBC Direct Investing Investor Centre or your local RBC Royal Bank branch.



Remove a de-listed stock from my account

Sometimes a security may stop trading on a recognized exchange and is deemed worthless. If this happens to one of your securities you can have it removed from your RBC Direct Investing account. (You can also, of course, keep the security on your account, if that's what you'd prefer.)

To remove a worthless security from your account, please complete our Worthless Security Checklist. You can download and submit it from the "Forms & Agreements" page under My Portfolio.

Select the form that corresponds to your account type, either non-registered or registered.

Once a security is removed from your account record as worthless it cannot be reinstated even if it regains value or starts to trade again.

For information on the tax treatment of the disposal of worthless securities, we recommend that you ask your personal tax advisor.


Download the RBC Mobile app to start trading on my mobile device

You can download the RBC® Mobile3 app through the App Store, or you can text "RBC" to 722722 and we will send a return text with a link to download the app.

With the RBC Mobile app you can invest with RBC Direct Investing on your iPhone, iPod touch, Android or BB10 at your convenience. You can buy and sell stocks, mutual funds, ETFs and options on the go. You can also access your real-time account and holdings details, get real-time3 quotes, up-to-date market information, news and much more.

For complete details please visit rbc.com/mobiletrading.

1Specific terms and conditions apply to membership in the RBC Direct Investing Community. For details please sign into the RBC Direct Investing online investing site, click the link to the Legal Terms of Use and read the RBC Direct Investing Community-Terms of Service.
2All RBC Direct Investing clients pay $9.95 flat CDN or U.S. per equity trade with no minimum account balance or trading activity required. $6.95 flat CDN or U.S. per equity trade when you trade 150 times or more per quarter. This pricing only applies to trades placed through an available Automated Service (as such term is defined in RBC Direct Investing's Operation of Account Agreement), including the online investing site and mobile application. Additional terms and conditions apply. Visit Pricing or call 1-800-769-2560 for complete details.
3RBC Mobile is operated by Royal Bank of Canada, RBC Direct Investing Inc. and RBC Dominion Securities Inc.

iPhone and iPod touch are trademarks of Apple Inc., registered in the U.S and other countries. App Store is a service mark of Apple Inc.

BlackBerry, RIM, Research In Motion and related trademarks, names and logos are the property of BlackBerry Limited and are registered and/or used in the U.S. and countries around the world. Used under license from BlackBerry Limited. Android and Android Market are trademarks of Google Inc.

ยงThere are two ways to qualify for the RBC Direct Investing Royal Circle program. The average of the month-end balances from the past four months must be at least $250,000 per client, or a client's equity commissions must be greater than $5,000 annually. Membership in Royal Circle is reviewed annually to ensure the qualification criteria are met. RBC Direct Investing reserves the right to alter the benefits at any time and to remove clients who no longer qualify for the program, without prior notification.

There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments. Please read the prospectus or Fund Facts before investing. Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer, their values change frequently and past performance may not be repeated. For money market funds there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you.