Get Started
Follow These Steps to Get Started
-
Accessing
Your Account 
Funding
Your Account
Making a Trade
We offer several easy ways to fund your account.
Transfer cash from your RBC Royal Bank® account in real time
- Visit My Portfolio in the online investing site to transfer funds to your RBC Direct Investing® account.
- Enter an amount and then select your RBC Royal Bank chequing or savings account in the “From Account #” field and your RBC Direct Investing account in the “To Account #” field.
Transfer funds from another financial institution
- Visit My Portfolio in the online investing site to transfer funds from another financial institution to your RBC Direct Investing account.
Transfer cash from another bank
- If you bank at another financial institution, add RBC Direct Investing as a bill payee through their online banking site.
Write a cheque
- Drop off a cheque at an RBC Royal Bank branch
or RBC Direct Investing Centre, or mail it to RBC Direct Investing .
Pay yourself first - Automatically
Make saving easier by arranging weekly, bi-weekly, monthly or quarterly deposits into your account with a pre-authorized contribution (PAC) plan.
Need Help?
Call us at 1-800-769-2560
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What you need to complete your transfer
To complete the transfer, you’ll need an account statement from the delivering institution (the financial institution that currently holds your assets) that includes their address, the account type (i.e. RRSP, Spousal RRSP, LIRA, RRIF, etc.), and the account number and asset details.
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