Skip to main content

Which RBC Investing Service May Be a Good Fit For You?

Whether you want to be hands-on, hands-off—or somewhere in-between—you can choose how you want to work with us to help grow your investments.

(It takes 3 minutes or less to find the investing service that’s right for you.)

Interested in the new First Home Savings Account (FHSA)?

Explore your options Explore your options

To get started, please tell us how involved you want to be with your investment decisions:

If more than one option sounds appealing, that’s okay. Many clients choose to invest their money in multiple ways. Tell me more (opens modal window)

Back

Great, we can help you with that. Now, would you rather…

Back

Great, we can help you with that. Do you want to consult with an advisor?

Back

We can help you figure it out.
Tell us, would you rather...

Back

We know it’s a personal question, but about how much have you saved and invested to date?

If you’re comfortable sharing this, it will help us find the investing service that may be a good fit for you.

Back

This tool is for general informational purposes only and the results produced depend on the information you have entered. The content generated by this tool is not intended to provide specific financial, investment, tax, legal, accounting or other advice or recommendations, and should not be relied upon in that regard.

Information we collect from you in connection with this tool and your responses to the questions in the Tool will be kept confidential and will only be reported in aggregated form. We may create, and share with other RBC companies, aggregated reports to generate client behavioural insights and track the effectiveness of the Tool to improve its service.

RBC Direct Investing Inc.*, RBC Dominion Securities Inc.*, RBC InvestEase Inc., RBC Phillips, Hager & North Investment Counsel Inc., Royal Mutual Funds Inc. (RMFI), RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are all separate corporate entities which are affiliated. *Member–Canadian Investor Protection Fund.

RBC Direct Investing Inc. is a wholly owned subsidiary of Royal Bank of Canada and is a Member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. Royal Bank of Canada and certain of its issuers are related to RBC Direct Investing Inc. RBC Direct Investing Inc. does not provide investment advice or recommendations regarding the purchase or sale of any securities. Investors are responsible for their own investment decisions. RBC Direct Investing is a business name used by RBC Direct Investing Inc.

RBC Dominion Securities Inc., and RBC Phillips, Hager & North Investment Counsel Inc. are both member companies under RBC Wealth Management, a business segment of Royal Bank of Canada.

MyAdvisor is an online platform from RBC where you can view your financial information including visual representations (charts and graphs) of your retirement readiness, net worth, cash flow, and financial goal tracking. You can also see how varying your current approach can affect your savings and goals. The MyAdvisor platform also enables you to book an appointment with an RBC advisor and to meet with your advisor using video chat or phone to open new accounts, including investment accounts, and get advice on meeting your financial goals.

Financial planning services and investment advice are provided by Royal Mutual Funds Inc. (RMFI). Investment advice provided by RMFI may be delivered through the MyAdvisor platform. RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. RMFI is licensed as a financial services firm in the province of Quebec.

RBC Financial Planning is a business name used by Royal Mutual Funds Inc. (RMFI). Financial planning services and investment advice are provided by RMFI. RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. RMFI is licensed as a financial services firm in the province of Quebec.

RBC InvestEase is a restricted portfolio manager providing access to model portfolios consisting of RBC iShares ETFs. Each model portfolio holds up to 100% of RBC iShares ETFs. RBC iShares ETFs are comprised of RBC ETFs managed by RBC Global Asset Management Inc. (RBC GAM) and iShares ETFs managed by BlackRock Canada Limited (BlackRock Canada). RBC GAM and BlackRock Canada entered into a strategic alliance to bring together their respective ETF products under the RBC iShares brand, and to offer a unified distribution support and service model for RBC iShares ETFs.

Other products and services may be offered by one or more separate corporate entities that are affiliated to RBC InvestEase Inc., including without limitation: Royal Bank of Canada, RBC Direct Investing Inc., RBC Dominion Securities Inc., RBC Global Asset Management Inc., Royal Trust Corporation of Canada and The Royal Trust Company. RBC InvestEase Inc. is a wholly-owned subsidiary of Royal Bank of Canada and uses the business name RBC InvestEase.

The services provided by RBC Direct Investing and RBC InvestEase are only available in Canada.

There may be commissions, trailing commissions, investment fund management fees and expenses associated with investment fund and exchange-traded fund (ETF) investments. On or after June 1, 2022, any trailing commissions paid to RBC Direct Investing Inc. will be rebated to clients pursuant to applicable regulatory exemptions. Before investing, please review the applicable fees, expenses and charges relating to the fund as disclosed in the prospectus, fund facts or ETF facts. Mutual funds and ETFs are not guaranteed, 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.
Legal Disclaimer1
Available through MyAdvisor.
Legal Disclaimer2
RBC Mobile is operated by Royal Bank of Canada, RBC Direct Investing Inc. and RBC Dominion Securities Inc.
Legal Disclaimer3
Real-time streaming quotes are available automatically to all clients for exchange listed equities, ETFs and most over-the-counter (OTC) securities. Real-time streaming quotes for options and grey market OTC securities are available to Active Traders and Royal Circle clients upon accepting the terms and conditions of all exchange agreements on the RBC Direct Investing online investing site.
Legal Disclaimer4
RBC Online Banking is operated by Royal Bank of Canada.
Legal Disclaimer5
All 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.
Legal Disclaimer6
Fund transfers from an RBC Royal Bank account to your RBC Direct Investing account using RBC Online Banking, Direct Investing Online Investing, or the RBC Mobile app are processed in real time between the hours of 4:30 a.m. and 7:54 p.m. ET, seven days a week. Transfers into an RBC Direct Investing account made outside of these hours will be processed the next morning. Transfers out of your RBC Direct Investing account to an RBC Royal Bank account are processed in real-time between 9:00 a.m. and 4:00 p.m. ET, Monday to Friday (excluding holidays). Transfers out of your RBC Direct Investing account made outside of these hours will be processed the next business day. Locked-in, Registered Retirement Income Fund, and Registered Education Savings Plan (transfer out only) accounts excluded. Other conditions apply.
Legal Disclaimer7
Deposits you make from your RBC bank account to your account between 4:30 a.m. and 7:54 p.m. Eastern Standard Time (EST) will be processed in real time. Deposits made during all other times will be processed the next business day.
Legal Disclaimer8
Comparing the average management expense ratios (MER) for all Series A prospectus-qualified funds issued by RBC Global Asset Management Inc. with reported MER data, relative to the average management expense ratios (MER) for all embedded commission series funds, with reported MER data available from Morningstar Research Inc. as of September 30, 2021.

Based on your answers, we think you might like...

Let’s connect so that we can figure out your needs.

Need more info? We can help you figure it out.

Good news... you have options!

Changed your mind? Start the tool over again

Start Over

Personalized Advice from an RBC Advisor

Get access to one-on-one advice how and when you want it—on your investments and other money matters.
  • Choose the level of investment support you want
  • Connect with an advisor by phone, over video chat1 or in person
  • Access investment advice to help you reach your goals

  • Hold GICs, mutual funds and savings deposits in a full range of accounts
  • View your investments using RBC Online Banking or the RBC Mobile2 app
  • Work with other RBC professionals to help you prepare for the big (and little) things in life, including your broader financial, banking and credit needs
Call 1-800-463-3863
Book an Appointment Book an Appointment
Compare Services (opens modal window)

As an RBC client, you can set goals and see all your money in one spot with MyAdvisor, even accounts you have outside of RBC.1

Learn more about MyAdvisor

Personalized Advice from an RBC Advisor

Get access to one-on-one advice how and when you want it—on your investments and other money matters.
  • Choose the level of investment support you want
  • Connect with an advisor by phone, over video chat1 or in person
  • Access investment advice to help you reach your goals

  • Hold GICs, mutual funds and savings deposits in a full range of accounts
  • View your investments using RBC Online Banking or the RBC Mobile2 app
  • Work with other RBC professionals to help you prepare for the big (and little) things in life, including your broader financial, banking and credit needs
Call 1-800-463-3863
Book an Appointment Book an Appointment
Compare Services (opens modal window)

As an RBC client, you can set goals and see all your money in one spot with MyAdvisor, even accounts you have outside of RBC.1

Learn more about MyAdvisor

Personalized Advice from an RBC Advisor

Get access to one-on-one advice how and when you want it—on your investments and other money matters.
  • Choose the level of investment support you want
  • Connect with an advisor by phone, over video chat1 or in person
  • Receive an investment plan to help you reach your goals

  • Hold GICs, mutual funds and savings deposits in a full range of accounts
  • View your investments using RBC Online Banking or the RBC Mobile2 app
  • Work with other RBC professionals to help you prepare for the big (and little) things in life, including your broader financial, banking and credit needs
Call 1-800-463-3863
Book an Appointment Book an Appointment
Compare Services (opens modal window)

As an RBC client, you can set goals and see all your money in one spot with MyAdvisor, even accounts you have outside of RBC.1

Learn more about MyAdvisor

You might also want to consider...

Low-Cost, Low-Effort Investing with RBC InvestEase

Grow your money without doing all the work using our smart, automated investment service and team of portfolio advisors.

  • Let our pros pick, buy and manage your investments for you—simply answer some simple questions
  • Get a professionally-built portfolio of low-cost exchange-traded funds (ETFs) based on your answers
  • Hold your portfolio in a TFSA, RRSP, FHSA or non-registered investment account
  • Keep your investments on track without the work—we’ll manage them for you to maintain your recommended investment mix
  • Log in to your dashboard at any time to view your investments or add money to your account
  • Call or e-mail a Portfolio Advisor if you have questions or need a little guidance
Get Your Portfolio Recommendation Get Your Portfolio Recommendation
Explore RBC InvestEase

Personalized Advice from an RBC Financial Planner

Get access to one-on-one advice how and when you want it—on your investments and other money matters.
  • Get a custom financial plan based on your unique goals and priorities
  • Receive tailored advice for complex retirement, estate and tax planning needs as well as your broader banking and credit needs
  • Connect with a financial planner by phone, over video chat1 or in person

  • Hold GICs, mutual funds and savings deposits in a full range of accounts
  • View your investments using RBC Online Banking or the RBC Mobile2 app
Call 1-800-463-3863
Find a Financial Planner
Compare Services (opens modal window)

As an RBC client, you can set goals and see all your money in one spot with MyAdvisor, even accounts you have outside of RBC.1

Learn more about MyAdvisor

You might also want to consider...

Low-Cost, Low-Effort Investing with RBC InvestEase

Grow your money without doing all the work using our smart, automated investment service and team of portfolio advisors.

  • Let our pros pick, buy and manage your investments for you—simply answer some simple questions
  • Get a professionally-built portfolio of low-cost exchange-traded funds (ETFs) based on your answers
  • Hold your portfolio in a TFSA, RRSP, FHSA or non-registered investment account
  • Keep your investments on track without the work—we’ll manage them for you to maintain your recommended investment mix
  • Log in to your dashboard at any time to view your investments or add money to your account
  • Call or e-mail a Portfolio Advisor if you have questions or need a little guidance
Get Your Portfolio Recommendation Get Your Portfolio Recommendation
Explore RBC InvestEase

Personalized Advice from an RBC Financial Planner

Get access to one-on-one advice how and when you want it—on your investments and other money matters.
  • Get a custom financial plan based on your unique goals and priorities
  • Receive tailored advice for complex retirement, estate and tax planning needs as well as your broader banking and credit needs
  • Connect with a financial planner by phone, over video chat1 or in person

  • Hold GICs, mutual funds and savings deposits in a full range of accounts
  • View your investments using RBC Online Banking or the RBC Mobile2 app
Call 1-800-463-3863
Find a Financial Planner
Compare Services (opens modal window)

As an RBC client, you can set goals and see all your money in one spot with MyAdvisor, even accounts you have outside of RBC.1

Learn more about MyAdvisor

Low-Cost, Low-Effort Investing with RBC InvestEase

Grow your money without doing all the work using our smart, automated investment service and team of portfolio advisors.
  • Let our pros pick, buy and manage your investments for you—simply answer some simple questions
  • Get a professionally-built portfolio of low-cost exchange-traded funds (ETFs) based on your answers
  • Hold your portfolio in a TFSA, RRSP, FHSA or non-registered investment account
  • Keep your investments on track without the work—we’ll manage them for you to maintain your recommended investment mix

  • Log in to your dashboard at any time to view your investments or add money to your account
  • Call or e-mail a Portfolio Advisor if you have questions or need a little guidance
Get Your Portfolio Recommendation Get Your Portfolio Recommendation
Explore RBC InvestEase

Low-Cost, Low-Effort Investing with RBC InvestEase

Grow your money without doing all the work using our smart, automated investment service and team of portfolio advisors.
  • Let our pros pick, buy and manage your investments for you—simply answer some simple questions
  • Get a professionally-built portfolio of low-cost exchange-traded funds (ETFs) based on your answers
  • Hold your portfolio in a TFSA, RRSP, FHSA or non-registered investment account
  • Keep your investments on track without the work—we’ll manage them for you to maintain your recommended investment mix

  • Log in to your dashboard at any time to view your investments or add money to your account
  • Call or e-mail a Portfolio Advisor if you have questions or need a little guidance
Get Your Portfolio Recommendation Get Your Portfolio Recommendation
Explore RBC InvestEase

Taking Control with RBC Direct Investing

Trade when and how you want with our self-managed service that gives you tools, research and information to help you make your own investment decisions.
  • Use innovative tools to find and research investment ideas, track your progress and more
  • Choose from exchange-listed Canadian and US stocks, exchange-traded funds (ETFs) and other investments including mutual funds, GICs, bonds and more
  • Trade and invest using our online investing site; the customizable trading dashboard or the RBC Mobile2 app
  • Enjoy free, real-time streaming3 quotes for stocks and ETFs

  • Learn the ins and outs of trading with a risk-free Practice Account and $100,000 in “practice money”
  • Talk to an Investment Services Representative when you have questions or need help placing a trade
Open an Account Open an Account
Explore RBC Direct Investing

As an RBC client, you can set goals and see all your money in one spot with MyAdvisor, even accounts you have outside of RBC.1

Learn more about MyAdvisor

Taking Control with RBC Direct Investing

Trade when and how you want with our self-managed service that gives you tools, research and information to help you make your own investment decisions.
  • Use innovative tools to find and research investment ideas, track your progress and more
  • Choose from exchange-listed Canadian and US stocks, exchange-traded funds (ETFs) and other investments including mutual funds, GICs, bonds and more
  • Trade and invest using our online investing site; the customizable trading dashboard or the RBC Mobile2 app
  • Enjoy free, real-time streaming3 quotes for stocks and ETFs

  • Learn the ins and outs of trading with a risk-free Practice Account and $100,000 in “practice money”
  • Talk to an Investment Services Representative when you have questions or need help placing a trade
Open an Account Open an Account
Explore RBC Direct Investing

As an RBC client, you can set goals and see all your money in one spot with MyAdvisor, even accounts you have outside of RBC.1

Learn more about MyAdvisor

Getting Personalized Advice from an RBC Advisor

Make your own investment decisions with support from an advisor, if you need it. Plus, get access to advice on other money matters.
  • Connect with an advisor by phone, over video chat1 or in person
  • Receive an investment plan to help you reach your goals

  • Hold GICs, mutual funds and savings deposits in a full range of accounts
  • View your investments using RBC Online Banking or the RBC Mobile2 app
  • Work with other RBC professionals to help you prepare for the big (and little) things in life, including your broader financial, banking and credit needs
Call 1-800-463-3863
Book an Appointment Book an Appointment
Compare Services (opens modal window)

As an RBC client, you can set goals and see all your money in one spot with MyAdvisor, even accounts you have outside of RBC.1

Learn more about MyAdvisor

You might also want to consider...

Taking Control with RBC Direct Investing

Tool Tip

This is based on your interest in being very involved and that you want to call the shots. Note that you will not receive investment advice from an advisor.

Trade when and how you want with our self-managed service that gives you tools, research and information to help you make your own investment decisions.

  • Use innovative tools to find and research investment ideas, track your progress and more
  • Choose from exchange-listed Canadian and US stocks, exchange-traded funds (ETFs) and other investments including mutual funds, GICs, bonds and more
  • Talk to an Investment Services Representative when you have questions or need help placing a trade
  • Trade and invest using our online investing site; the customizable trading dashboard or the RBC Mobile2 app
  • Enjoy free, real-time streaming3 quotes for stocks and ETFs
  • Learn the ins and outs of trading with a risk-free Practice Account and $100,000 in “practice money”
Open an Account Open an Account
Explore RBC Direct Investing

Getting Personalized Advice from an RBC Financial Planner

Make your own investment decisions with support from a financial planner, if you need it. Plus, get access to advice on other money matters.
  • Connect with a financial planner by phone, over video chat1 or in person
  • Get a custom financial plan based on your unique goals and priorities
  • Receive tailored advice for complex retirement, estate and tax planning needs as well as your broader banking and credit needs

  • Hold GICs, mutual funds and savings deposits in a full range of accounts
  • View your investments using RBC Online Banking or the RBC Mobile2 app
Call 1-800-463-3863
Find a Financial Planner Find a Financial Planner
Compare Services (opens modal window)

As an RBC client, you can set goals and see all your money in one spot with MyAdvisor, even accounts you have outside of RBC.1

Learn more about MyAdvisor

You might also want to consider...

Taking Control with RBC Direct Investing

Tool Tip

This is based on your interest in being very involved and that you want to call the shots. Note that you will not receive investment advice from an advisor.

Trade when and how you want with our self-managed service that gives you tools, research and information to help you make your own investment decisions.

  • Use innovative tools to find and research investment ideas, track your progress and more
  • Choose from exchange-listed Canadian and US stocks, exchange-traded funds (ETFs) and other investments including mutual funds, GICs, bonds and more
  • Talk to an Investment Services Representative when you have questions or need help placing a trade
  • Trade and invest using our online investing site; the customizable trading dashboard or the RBC Mobile2 app
  • Enjoy free, real-time streaming3 quotes for stocks and ETFs
  • Learn the ins and outs of trading with a risk-free Practice Account and $100,000 in “practice money”
Open an Account Open an Account
Explore RBC Direct Investing

Customizing Your Investment Plan with a Wealth Advisor

Enjoy custom investment management and wealth planning for your complex financial needs.
  • Work with a dedicated advisor, backed by an extended team of wealth specialists, to achieve your long-term goals
  • Access top-tier investment insights and award-winning research and strategies to help grow and protect your wealth
  • Choose how your investment portfolio is managed, and how involved you want to be in day-to-day decisions
  • Benefit from a personalized, holistic approach to your wealth needs, with advice from our investment, legal, tax, insurance and accounting professionals

  • Business owner? Access a range of services and specialists catered to your wealth needs, as well as those of your business
  • Enjoy the flexibility to meet with your advisor in a variety of ways, including over video chat
  • Stay connected to your accounts through RBC Wealth Management Online, a secure site that allows you to access your accounts from any device
Find an Advisor
Explore RBC Wealth Management

You might also want to consider...

Taking Control with RBC Direct Investing

Tool Tip

This is based on your interest in being very involved and that you want to call the shots. Note that you will not receive investment advice from an advisor.

Trade when and how you want with our self-managed service that gives you tools, research and information to help you make your own investment decisions.

  • Use innovative tools to find and research investment ideas, track your progress and more
  • Choose from exchange-listed Canadian and US stocks, exchange-traded funds (ETFs) and other investments including mutual funds, GICs, bonds and more
  • Talk to an Investment Services Representative when you have questions or need help placing a trade
  • Trade and invest using our online investing site; the customizable trading dashboard or the RBC Mobile2 app
  • Enjoy free, real-time streaming3 quotes for stocks and ETFs
  • Learn the ins and outs of trading with a risk-free Practice Account and $100,000 in “practice money”
Open an Account Open an Account
Explore RBC Direct Investing

Personalized Advice from an RBC Financial Planner

Get access to one-on-one advice how and when you want it—on your investments and other money matters.
  • Get a custom financial plan based on your unique goals and priorities
  • Receive tailored advice for complex retirement, estate and tax planning needs as well as your broader banking and credit needs
  • Connect with a financial planner by phone, over video chat1 or in person

  • Hold GICs, mutual funds and savings deposits in a full range of accounts
  • View your investments using RBC Online Banking or the RBC Mobile2 app
Call 1-800-463-3863
Find a Financial Planner
Compare Services (opens modal window)

As an RBC client, you can set goals and see all your money in one spot with MyAdvisor, even accounts you have outside of RBC.1

Learn more about MyAdvisor

Highly Customized Advice from RBC Wealth Management

Enjoy custom investment management and wealth planning for your complex financial needs.
  • Work with a dedicated advisor, backed by an extended team of wealth specialists, to achieve your long-term goals
  • Access top-tier investment insights and award-winning research and strategies to help grow and protect your wealth
  • Choose how your investment portfolio is managed, and how involved you want to be in day-to-day decisions
  • Benefit from a personalized, holistic approach to your wealth needs, with advice from our investment, legal, tax, insurance and accounting professionals

  • Business owner? Access a range of services and specialists catered to your wealth needs, as well as those of your business
  • Enjoy the flexibility to meet with your advisor in a variety of ways, including over video chat
  • Stay connected to your accounts through RBC Wealth Management Online, a secure site that allows you to access your accounts from any device.
Find an Advisor
Explore RBC Wealth Management

Highly Customized Advice from RBC Wealth Management

Enjoy custom investment management and wealth planning for your complex financial needs.
  • Work with a dedicated advisor, backed by an extended team of wealth specialists, to achieve your long-term goals
  • Access top-tier investment insights and award-winning research and strategies to help grow and protect your wealth
  • Choose how your investment portfolio is managed, and how involved you want to be in day-to-day decisions
  • Benefit from a personalized, holistic approach to your wealth needs, with advice from our investment, legal, tax, insurance and accounting professionals

  • Business owner? Access a range of services and specialists catered to your wealth needs, as well as those of your business
  • Enjoy the flexibility to meet with your advisor in a variety of ways, including over video chat
  • Stay connected to your accounts through RBC Wealth Management Online, a secure site that allows you to access your accounts from any device.
Find an Advisor
Explore RBC Wealth Management

Highly Customized Advice from RBC Wealth Management

Enjoy custom investment management and wealth planning for your complex financial needs.
  • Work with a dedicated advisor, backed by an extended team of wealth specialists, to achieve your long-term goals
  • Access top-tier investment insights and award-winning research and strategies to help grow and protect your wealth
  • Choose how your investment portfolio is managed, and how involved you want to be in day-to-day decisions
  • Benefit from a personalized, holistic approach to your wealth needs, with advice from our investment, legal, tax, insurance and accounting professionals

  • Business owner? Access a range of services and specialists catered to your wealth needs, as well as those of your business
  • Enjoy the flexibility to meet with your advisor in a variety of ways, including over video chat
  • Stay connected to your accounts through RBC Wealth Management Online, a secure site that allows you to access your accounts from any device
Find an Advisor
Explore RBC Wealth Management
An RBC advisor is here to help.
Call 1-800-463-3863
Book an Appointment Book an Appointment

Here’s a handy comparison chart (opens modal window) of your investing options. And remember, at RBC, investing doesn’t have to be one-size-fits-all.

We can also chat if you’d rather talk to someone.

Call 1-800-463-3863
Book an Appointment Book an Appointment

You can use one or both of the services below. Remember, at RBC, investing doesn’t have to be one-size-fits-all.

Let the Pros Pick, Buy and Manage Your Investments at RBC InvestEase

Grow your money without doing all the work using our low-cost, low-effort automated investment service and team of portfolio advisors.

  • Answer some simple questions and let our pros do the rest
  • Get a professionally-built portfolio of low-cost exchange-traded funds (ETFs) based on your answers
  • Hold your portfolio in a TFSA, RRSP, FHSA or non-registered investment account
  • Keep your investments on track without the work—we’ll manage them for you to maintain your recommended investment mix
  • Log in to your dashboard at any time to view your investments or add money to your account
  • Call or e-mail a Portfolio Advisor if you have questions or need a little guidance
Get Your Portfolio Recommendation Get Your Portfolio Recommendation Explore RBC InvestEase

Access Personalized, One-on-One Advice from an RBC Advisor

Choose the level of support you want from an advisor. Get access to advice on your investments and other money matters.

  • Connect with an advisor by phone, over video chat1 or in person
  • Receive an investment plan to help you reach your goals
  • Hold GICs, mutual funds and savings deposits in a full range of accounts
  • View your investments using RBC Online Banking or the RBC Mobile2 app
  • Work with other RBC professionals to help you prepare for the big (and little) things in life, including your broader financial, banking and credit needs
Call 1-800-463-3863 Book an Appointment Book an Appointment
Compare Now (opens modal window)

Still not sure? We’re here to help.

Call 1-800-463-3863
Book an Appointment Book an Appointment

You can use one or both of the services below. Remember, at RBC, investing doesn't have to be one-size-fits-all.

Taking Control with RBC Direct Investing

Trade when and how you want with our self-managed service that gives you tools, research and information to help you make your own investment decisions.

  • Use innovative tools to find and research investment ideas, track your progress and more
  • Choose from exchange-listed Canadian and US stocks, exchange-traded funds (ETFs) and other investments including mutual funds, GICs, bonds and more
  • Trade and invest using our online investing site; the customizable trading dashboard or the RBC Mobile2 app
  • Enjoy free, real-time streaming3 quotes for stocks and ETFs
  • Learn the ins and outs of trading with a risk-free Practice Account and $100,000 in “practice money”
  • Talk to an Investment Services Representative when you have questions or need help placing a trade
Open an Account Open an Account Explore RBC Direct Investing

Investing with Support from an RBC Advisor

Make your own investment decisions with support from an advisor, if you need it. Plus, get access to advice on other money matters.

  • Connect with an advisor by phone, over video chat1 or in person
  • Receive an investment plan to help you reach your goals
  • Hold GICs, mutual funds and savings deposits in a full range of accounts
  • View your investments using RBC Online Banking or the RBC Mobile2 app
  • Work with other RBC professionals to help you prepare for the big (and little) things in life, including your broader financial, banking and credit needs
Call 1-800-463-3863 Book an Appointment Book an Appointment
Compare Now (opens modal window)

Still not sure? We’re here to help.

Call 1-800-463-3863
Book an Appointment Book an Appointment

You can use one or both of the services below. Remember, at RBC, investing doesn't have to be one-size-fits-all.

Taking Control with RBC Direct Investing

Trade when and how you want with our self-managed service that gives you tools, research and information to help you make your own investment decisions.

  • Use innovative tools to find and research investment ideas, track your progress and more
  • Choose from exchange-listed Canadian and US stocks, exchange-traded funds (ETFs) and other investments including mutual funds, GICs, bonds and more
  • Trade and invest using our online investing site; the customizable trading dashboard or the RBC Mobile2 app
  • Enjoy free, real-time streaming3 quotes for stocks and ETFs
  • Learn the ins and outs of trading with a risk-free Practice Account and $100,000 in “practice money”
  • Talk to an Investment Services Representative when you have questions or need help placing a trade
Open an Account Open an Account Explore RBC Direct Investing

Investing with Support from an RBC Financial Planner

Make your own investment decisions with support from a financial planner, if you need it. Plus, get access to advice on other money matters.

  • Connect with a financial planner by phone, over video chat1 or in person
  • Get a custom financial plan based on your unique goals and priorities
  • Receive tailored advice for complex retirement, estate and tax planning needs as well as your broader banking and credit needs
  • Hold GICs, mutual funds and savings deposits in a full range of accounts
  • View your investments using RBC Online Banking or the RBC Mobile2 app
Call 1-800-463-3863 Find a Financial Planner Find a Financial Planner
Compare Now (opens modal window)

Still not sure? We’re here to help.

Call 1-800-463-3863
Book an Appointment Book an Appointment

You can use one or both of the services below. Remember, at RBC, investing doesn't have to be one-size-fits-all.

Taking Control with RBC Direct Investing

Trade when and how you want with our self-managed service that gives you tools, research and information to help you make your own investment decisions.

  • Use innovative tools to find and research investment ideas, track your progress and more
  • Choose from exchange-listed Canadian and US stocks, exchange-traded funds (ETFs) and other investments including mutual funds, GICs, bonds and more
  • Trade and invest using our online investing site; the customizable trading dashboard or the RBC Mobile2 app
  • Enjoy free, real-time streaming3 quotes for stocks and ETFs
  • Learn the ins and outs of trading with a risk-free Practice Account and $100,000 in “practice money”
  • Talk to an Investment Services Representative when you have questions or need help placing a trade
Open an Account Open an Account Explore RBC Direct Investing

Customizing Your Investment Plan with a Wealth Advisor

Enjoy custom investment management and wealth planning for your complex financial needs.

  • Work with a dedicated advisor, backed by an extended team of wealth specialists, to achieve your long-term goals
  • Access top-tier investment insights and award-winning research and strategies to help grow and protect your wealth
  • Choose how your investment portfolio is managed, and how involved you want to be in day-to-day decisions
  • Benefit from a personalized, holistic approach to your wealth needs, with advice from our investment, legal, tax, insurance and accounting professionals
  • Business owner? Access a range of services and specialists catered to your wealth needs, as well as those of your business
  • Enjoy the flexibility to meet with your advisor in a variety of ways, including over video chat
  • Stay connected to your accounts through RBC Wealth Management Online, a secure site that allows you to access your accounts from any device
Find an Advisor Explore RBC Wealth Management
Compare Now (opens modal window)

Still not sure? We’re here to help.

Contact Us

Changed your mind? Start the tool over again

Start Over