Connect With An Advisor Online And Picture The Possibilities
- Get personalized advice: An advisor will get to know you and provide suggestions to help you reach your financial goals
- Take control: View a snapshot of your cash flow, net worth and goals at any time from the MyAdvisor dashboard.
- Stay on track: MyAdvisor keeps an eye on your investments, sending you emails to let you know how you're doing.
Watch Video for a quick a 1-minute tour of MyAdvisor.
How It Works
To Get Started
This service is available to RBC Investments clients who hold an RBC Mutual Fund, GIC or High Interest eSavings account.
To get started, sign in to RBC Online Banking and click "MyAdvisor: your custom financial picture" on your Investments Accounts Summary and we’ll guide through your first goal in 10 mins.
Enrollment in MyAdvisor is limited at this time. We are working to expand the MyAdvisor service to more clients.
Once Inside MyAdvisor
Being here is your first step – congratulations! Once you get started with MyAdvisor, we’ll ask you a few questions (takes about 10 minutes) and then you’ll meet with an advisor online or by phone.
MyAdvisor is designed to make the process of planning and meeting your goals very simple. We help you to understand the numbers — how much money you have (your net worth) and you decide which goals you want to reach (the fun part). Above all, don’t worry. An advisor will help you when you need it.
Whether it’s retiring comfortably or leaving a legacy, many people struggle with this question. MyAdvisor helps you set your desired retirement age and gives you financial options to help you get there.
Most people don’t know how their investments are performing. MyAdvisor will send you emails to let you know if you’re on track to reach your goals.
Get Started Today
Sign in to RBC Online Banking and click "MyAdvisor: your custom financial picture" on your Investments Accounts Summary and we’ll guide through your first goal in 10 mins.Sign In Now