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New Year, New Home Page on the Way
Written by the Inspired Investor team | Published on December 11, 2024
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We’ve been working on something extra special this year. Coming mid to late January, our refreshed online investing Home page will give you a smarter, more intuitive way to stay on top of your portfolio and market trends – all in one place. Here are four reasons the new Home page might just become your go-to spot:
- A combined portfolio view
You’ll see a refreshed look at your entire portfolio, now broken down by asset class for easier tracking. Plus, see your intraday unrealized gains and losses at a glance, along with the new Projected Income feature.
2. Four shortcuts
Access core platform features like Transfer Funds, Place an Order, Order Status, and the Trading Dashboard – with just a click. With key actions right at the top of the page it’s easier to navigate seamlessly through the platform.
3. Market snapshot
Located at the top of the home page, the new Market Snapshot helps you keep tabs on daily market fluctuations. To see a detailed quote, click on the market.
4. Recent events driving your holdings
Recent Events Driving Your Holdings has been updated to make it easier for you to get in-depth, personalized insights about your holdings. With a new slide-out view and the option to filter by account and event type, staying informed about your investments is easier. To gain a better understanding of each event type, click Learn more about event types.
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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 Canadian Investment Regulatory Organization 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 2024.
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. Information available on the RBC Direct Investing website is intended for access by residents of Canada only, and should not be accessed from any jurisdiction outside Canada.
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