Open a trading account rbc
Be sure to include your account number ssignature, and a phone number where you can be reached; Visit the e-Services section of the online investing site and follow the instructions provided under the heading "Update Your Account Profile"; Contact an investment services representative at open a trading account rbc to provide verbal instructions.
Your address will be changed approximately 1 to 2 business days following receipt of the request by RBC Direct Investing. Although a post office open a trading account rbc number may be provided for your mailing address, Canadian Securities Regulations require that you also provide us with a permanent street address for our records.
Through the online investing site: From the "Select open a trading account rbc View" menu choose "Funds Transfer". Click on the word "GO! Ensure that all fields are completed according to the transfer you would like to perform. Click on the "Submit" button. Review the detailed transfer recap and confirm your transaction. Funds transfer requests received weekdays prior to 2: Requests received after 2: Contact an investment services representative at 1 for assistance.
Alternatively, you may select Option 3 from the automated telephone service menu and simply follow the prompts. Please note that transferred funds will not be available for same day settlement.
For same day trades you may wish to settle from your open a trading account rbc Account on File" rather than completing a funds transfer. By Phone - At your convenience, you may complete the application over the phone with a customer service representative at 1 Your printed application will then be forwarded to you for you to sign and return with any other required documentation.
Alternatively, you may download and print the application form for completion. To access the application through Online Banking, from your Account Balances page: You will receive notification once your account has been opened.
Please be sure to include the completed transfer forms with your account application for ease of processing. As well, a recent statement from the delivering institution can assist with efficient processing of your transfer request. To transfer your account between institutions, please complete a Transfer Authorization form and submit it to the institution receiving the transfer.
The receiving institution will review the documents for accuracy and coordinate the transfer with the delivering institution. You can download a transfer form for registered and non-registered accounts or pick one up at a local RBC Royal Bank branch.
Download a Transfer Authorization form: In cash - All securities indicated will be redeemed by the delivering institution and a cash value will be forwarded to the receiving institution, usually in the form of a cheque.
In kind - All securities indicated will be transferred "as is"; your holdings at the delivering institution will be transferred exactly as they are currently held, including cash balances. The following information must be included on your transfer form to ensure efficient transfer: Full name, address, phone number, and SIN number Delivering institution name and address Receiving institution name and address Method of transfer: Enjoy access to your accounts through: RBC Direct Investing, our online investing site.
Simply call 1 for assistance. If your RBC Direct Investing account is not currently listed on your Account Balances page, simply call 1 open a trading account rbc a Technical Support Representative will be pleased to help you.
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