Choose "Manage My View™ Account Balances" from the Self Service menu on your Account Balances page.
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Step 2
From the "Access and Manage Other Financial Institution Accounts" section, click "Add accounts or change your account information."
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Step 3
Choose "Add New Banking or Credit Card Account" or "Add New Investment Account."
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Step 4
Enter the financial institution name where your other account is held, and then click "Search" or browse the list. Choose the link that best describes the financial institution.
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Step 5
Enter the Login ID and Password you use to sign into that financial institution’s online service.
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Step 6
You may be asked to specify details about this account, including Account Type, Currency or Name. Once you’ve done this, click "Submit."
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Step 7
The financial institution has been added. You can now view it on your Account Balances page.
By the way...
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1. View RBC Direct Investing™ and RBC Dominion Securities
Use Online Banking to view your holdings with RBC Direct Investing and RBC Dominion Securities.
If you’re an RBC Direct Investing client, please call 1-800-769-2560 to set up this service.
If you’re an RBC Dominion Securities client, your Investment Advisor would be happy to assist.
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2. Easily Remove Accounts
If you no longer wish to view your accounts from other financial institutions, simply click "Remove All Accounts with Other Financial Institutions."
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3. With Your Permission
RBC Financial Group would like your permission to use information from your My View™ Account Profile page to provide you with relevant financial information and offers. To grant your permission, please click "Change your permission for access to your information."
