Skip to main content

A Check In is a Conversation All About You

From virtual gatherings to quick texts to say “how are you?” talking with others can help us feel more connected. That’s why we want to check in with you—to ask how you are doing, answer any questions you may have about your money and to see if we can help.

What You Can Expect from a Check In

Everyone’s experience is unique, but here’s our commitment to you:

Customer Service

Honest Guidance and Support

Get valuable input from an advisor on financial matters that are on your mind. A Check In is about you—not a one-size-fits-all conversation.


Financial Advice

Receive a review of your needs to make sure you have the banking, credit, investments and/or savings products that are right for you.


Insight into Your Finances

See how you can gain insight into your finances and make a plan for the future with services such as MyAdvisor at no additional cost.

Questions You Can Ask During a Check in

Here are a few examples of questions clients have asked—yours might be different.

  • What can I do to manage my credit better?
  • Is my current bank account the best fit for me?
  • What can I do to improve my cash flow?
  • Should I use my credit card to cover a shortfall?
  • My investments are down. What should I do?
  • How do I pay my bills or deposit cheques online?

Checking In is Quick and Easy

Book a Check In today. You’ll be able to choose an advisor and a time that’s convenient for you. If you’re on MyAdvisor, you can even book a video chat.

If you’re not an RBC client yet, we’d love to help you. Please call us at 1-800-769-2511.

If you are an existing client:

1) Not yet enrolled with RBC Online Banking, Enrol now.
2) Don’t have the RBC Mobile app2? Download it today.

Or text “RBC” to 722722 and we’ll send you the link.

Financial planning services and investment advice are provided by Royal Mutual Funds Inc. (RMFI). RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. RMFI is licensed as a financial services firm in the province of Quebec.