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RBC Direct Investing Site Information & Do-It-Yourself Tips

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Direct Investing Site Navigation (once logged-in)

Links & Resources

How can I deposit funds or make a contribution into my account?

This can be done on the RBC Direct Investing site and by mobile app.

Website: Trade & Transfer > Transfers

RBC Mobile app:Change your profile at the top to RBC Direct Investing. Tap the yellow arrow > Transfer Funds

How to Fund Your Account

How do I transfer my account from another financial institution?

Trade & Transfer > Transfers

Transfer Assets from Another Financial Institution

Transfers, Foreign Exchange and Contributions FAQs

How do I open a new account?

Person icon > Open a New Account

Open a New Account here

How do I open an Options account?

Person icon > Forms & Agreements > Margin Agreement

Open an Options Trading Account

Understanding Margin Accounts

How can I avoid paying the Quarterly Maintenance Fee? Person icon > Commissions & Fees

Qualify to get the maintenance fee waived

Set up a PAC with a minimum of $100 a month

What is my minimum Registered Retirement Income Fund (RRIF) withdrawal? Monitor > Holdings > You can also view > RRIF Details

How Do I Find My RRIF Information Online?

What is my TFSA contribution limit?  Investing Academy > Your Guide to TFSAs

How much can I contribute to my TFSA?

Where can I find contribution deadlines, registered account limits and tax slip info? Person icon > Investment & Tax Season Centre

Investment & Tax Season Centre

Can I get my tax slips electronically? Person icon > View and Manage Documents > Manage Documents

How to Access Your Tax Documents Online

Where do I find Forms & Agreements? Person icon > Forms & Agreements

Forms & Agreements


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RBC Direct Investing Inc. and Royal Bank of Canada are separate corporate entities which are affiliated. 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. ® / ™ Trademark(s) of Royal Bank of Canada. RBC and Royal Bank are registered trademarks of Royal Bank of Canada. Used under licence. © Royal Bank of Canada 2023.

Any information, opinions or views provided in this document, including hyperlinks to the RBC Direct Investing Inc. website or the websites of its affiliates or third parties, are for your general information only, and are not intended to provide legal, investment, financial, accounting, tax or other professional advice. While information presented is believed to be factual and current, its accuracy is not guaranteed and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author(s) as of the date of publication and are subject to change. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by RBC Direct Investing Inc. or its affiliates. You should consult with your advisor before taking any action based upon the information contained in this document.

Furthermore, the products, services and securities referred to in this publication are only available in Canada and other jurisdictions where they may be legally offered for sale. If you are not currently a resident of Canada, you should not access the information available on the RBC Direct Investing Inc. website.

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