Getting Started
Step 1
You will need some information to get started in setting up your accounts. For each other financial institution that you wish to add, you will need the:
- Name of Financial Institution
- Type of Account
- Account Number
- Login information you use to access each online account
Step 2
Enrol in Online Banking if you are not already an Online Banking Customer.
Sign in to Online Banking if you have not already done this.
Step 3
Go to the Self Service section from your balances page, and select View Accounts from Other Financial Institutions
Step 4
For all other RBC Financial Group accounts, simply click on the appropriate link and follow the prompts:
- Other RBC Royal Bank accounts
- RBC Direct Investing
- RBC Dominion Securities
Step 5
To add online accounts from Other Financial Institutions, click on Add and manage accounts from Other Financial Institutions
Step 6
Follow the prompts and click on Enrol Now. Read the Client Agreement and click on I AGREE, if you agree.
You have now enrolled in My View™ and are on your way to viewing your online accounts on one page. You're now ready to move on to Selecting Accounts.
™ Trade-mark of Royal Bank of Canada.
® Registered trade-mark of RBC Royal Bank of Canada.
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