Document Options FAQs
Electronic documents, or eDocuments, are paperless, PDF format account documents available through the RBC Direct Investing site (Adobe‡ Acrobat‡ required). They are an environmentally friendly alternative to traditional paper documents such as, account statements and tax documents in the mail. You can view, save or print your eDocuments at your convenience.
When you switch from paper documents to eDocuments for most document types, you will immediately have electronic access to at least one of your previous documents, dated as far back as October 2007. For electronic tax documents, you’ll have access to a PDF archive of your tax documents, beginning with the 2018 tax season, and new ones as they become available.
When you receive an eDocument, it will be individually stored online for 7 years, provided the account remains open. Once an account is closed, you can no longer access its eDocuments.
What are the fees for eDocuments?
There are no fees for selecting or viewing eDocuments.
How do I switch to eDocuments?
From the “My Portfolio” tab:
- Select "View & Manage Documents"
- Click the “Manage Documents” tab
- In the “Change Document Option” column, click “All Electronic” to change to electronic delivery for all your accounts, or make individual selections for each document type
- Click "Continue" to review the Legal Terms and Conditions, which you must agree to.
- If you agree, select “Submit” to confirm your changes and receive a Confirmation.
For most document types, you will immediately have access to at least one of your previous documents, dated as far back as October 2007. You will see your first eDocument notification at the end of your next document cycle. If you don’t receive your eDocument or have further questions, send us a secure email through the Message Centre or call us at 1-800-769-2560.
After you’ve changed to eDocuments, from the “My Portfolio” tab:
- Select "View & Manage Documents"
- Click the “View eDocuments” tab and follow the instructions under “Search eDocuments”
Only accounts you’ve selected electronic documents for will be available. Your eDocument will open in a separate browser window in PDF format (Adobe Acrobat required).
How can I receive my account documents in an alternate, accessible format?
Please send us a secure email through the Message Centre, or call us at 1-800-769-2560.
Will my document cycle change?
When you select eDocuments, your statement cycle will remain the same, but you will no longer receive a paper statement in the mail.
When will my electronic tax documents be available?
Your electronic tax documents will be available in January of each year. When your new eDocument is available, we will send a secure message to your Message Centre and to your email address, if we have one on file and if you have opted-in to receive email notifications. Tax documents are issued at different times, and are made available online as they are available.
What are the system requirements for retrieving eDocuments?
To retrieve eDocuments, you will need:
- A personal computer running Microsoft Windows 95 operating system (or higher)
- Internet access
- Adobe Reader‡
How will I know when I have received a new eDocument?
When your new eDocument is available, we will send a secure message to your Message Centre and to your email address, if we have one on file and if you have opted-in to receive eDocuments email notifications.
Can I receive both paper statements and eDocuments for the same account?
No. You can receive statements for an account in one format only.
Can I select eDocuments for non-personal accounts?
Yes, you can select eDocuments for non-personal accounts. Please complete the Consent to Electronic Delivery of Documents form, available in "Forms and Agreements" under the "My Portfolio" tab in the online investing site. Once it’s completed, fax it to RBC Direct Investing at 1-888-722-2388.
How far back can I access my eDocuments?
eDocuments will be individually stored in your online investing site for 7 years, dated as far back as October 2007. For electronic tax documents, you’ll have access to a PDF archive of your tax documents, beginning with the 2018 tax season, and new ones as they become available.