Top Questions
How do I:
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 click on the person icon at the top right of your page and find the Account Management section.
2. Go to View & Manage Documents and select the "Manage Documents" tab. Click on 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 eDocuments tab, you will 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:
- T3/R16 RBC Private Pools Series O Package
- Tax documents issued by third-party mutual fund companies
Alternatively, you can request a duplicate tax slip by using the Message Centre. Click on the person icon at the top right of your page and select Message Centre from the submenu. Click on Send Secure Email and 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(Opens in new window) for important dates to keep in mind for the tax season.
Transfer cash from my RBC Royal Bank® account to my RBC Direct Investing account
From Trade & Transfer on the site menu, use the dropdown menus and click on Transfers. Select Transfer Funds to move cash 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, margin, RRSP and TFSA accounts.
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 accounts to RBC Direct Investing
Use the transfer form on the RBC Direct Investing site to transfer accounts in from other financial institutions. Here's how you do it:
From Trade and Transfer on the site menu, use the drop down menu and select Transfers. Then click on Transfer Assets from Another Institution. Select the type of account you wish to transfer into. If you are transferring in an 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 version 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.1
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.1
For complete details on our pricing and how to qualify, visit rbcdirectinvesting.com/lowtrades(Opens in new window).
Get real-time quotes
When you log in, simply search for a quote using the search bar on the top right and you automatically get to view real-time2 bid and ask information.
For stocks and ETFs, you do not need to sign any exchange agreements.
For real-time options and over-the-counter (OTC) quotes, please follow the steps below to complete and submit exchange agreements:
1. Click on the person icon at the top right of any page.
2. Click on "View Profile & Account Settings" and select "Manage Canadian and U.S. Exchange Agreements"
3. Select, complete and submit all agreements; once successfully completed, a green check mark will appear at the top of the page
Read Do I Get Real Time Quotes? for more information.
Watch real-time streaming quotes
Real-time streaming quotes for stocks and ETFs can be found:
1. On your Detailed Quote page. You'll need to turn streaming on. Click Streaming Quotes On and the switch will turn blue. You need only to do this once.
2. On your Trading Dashboard. Streaming is automatically enabled.
3. On your online Watchlists and the Watchlist Widget (the blue star found on the top right of any page on the site). You'll need to turn streaming on. Click Streaming Quotes On and the switch will turn blue. You need only to do this once.
Open a new RBC Direct Investing account
The quickest and easiest way to open a new RBC Direct Investing investment account, like Cash or Margin, RRSP, TFSA, or RRIF is through the online investing site. Here's how you do it:
1. Click on the person icon at the top right of any page.
2. Under Account Management, select "Open a New Account"
3. Choose the account type you wish to open, and you're on your way.
The interactive online application 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 for some account types you'll 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 online:
1. Click on the person icon at the top right of any page.
2. Select the "View Profile & Account Settings" link.
3. Update your information using the "Change your Client Profile" form and click "submit".
4. While you're updating your profile, you might click on "Email Address & Preferences" to ensure we have the correct email address on file for you.
Note that if you have given 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 your account is linked to your RBC Direct Investing account, simply:
1. Go to Trade & Transfer on the site menu
2. Go to Transfers and follow the drop down menu to "Pre Authorized Contributions".
3. 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(Opens PDF in new window) form. Once you have completed the form, you may send it to RBC Direct Investing(Opens in new window) or drop the form off at any RBC Direct Investing Investor Centre(Opens in new window) or your local RBC Royal Bank branch(Opens in new window).
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 in your account, if that's what you'd prefer.)
If you wish to remove a worthless security from your account, follow these steps:
1. Log in and click on the person icon at the top right of your page. Go to the Account Management section and select "View Forms & Agreements".
2. Under Commonly Used Forms, find the links to Remove a Worthless Security from a Non-Registered Account and Remove a Worthless Security from a Registered Plan
3. Select the form that corresponds to your account type, either non-registered or registered.
4. Complete and submit the form electronically.
Note that 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 Mobile4 app through the App Store and Google Play, 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 or Android† device 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 www.rbcdirectinvesting.com/mobile-access.html(Opens in new window).
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.
† Android, Google Play and Google Play logo are trademarks of Google LLC.
1 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.
2 Real-time quotes are available automatically to all clients for exchange listed stocks, ETFs and most over-the-counter (OTC) securities without completion of exchange agreements. Real-time quotes for options and grey market OTC securities on detailed quote and order entry pages are also available upon accepting the terms and conditions of all exchange agreements on the RBC Direct Investing online investing site. Real-time quotes for options and grey market OTC securities are available to Active Traders and Royal Circle clients across the site upon accepting the terms and conditions of all exchange agreements on the RBC Direct Investing online investing site.
3 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.
4 RBC Mobile is operated by Royal Bank of Canada, RBC Direct Investing Inc. and RBC Dominion Securities Inc.