See What’s Possible with MyAdvisor

Looking for an easier way to manage your money and save for the future? Try MyAdvisor, a free digital advice platform that’s available exclusively to RBC clients'. You’ll get a personalized savings plan, helpful tips, real-time visuals and forecasts to help you stay on top of your money and reach your goals.

3 Ways MyAdvisor Can Help You

Get a clear view of your money and know where you stand

Being able to achieve your financial goals, first starts with knowing where you are today.

  • View all your money in one spot and get a more complete picture of your finances by linking your banking, savings, investment and loan accounts—even ones outside RBC with one log-in. Linking is easy and no money is transferred.
  • Get real-time visuals of your progress to help you stay on track towards your goals.

See how the money decisions you make today may affect you down the line

Together, we can explore what’s possible for you and your money – you’ve got questions and we’ve got answers.

  • Tell us what you’re saving for and MyAdvisor will create a personalized plan with insights and tips on how to improve cash flow and savings across all your accounts.
  • Try out different scenarios to see how extra cash or a new expense could impact your finances.
  • Grow your savings faster by setting up pre-authorized contributions. Life changes—and your savings plan can, too.

Access your personalized plan from the comfort of your own home

In an ever changing world, we know that it’s important for you to have the ability to take control, when you need it.

  • Through digital access, you can adjust your plan, review your goals and monitor your progress any time.
  • Advisors are here to help if you need it. Connect by video chat, phone or in person. Ask any questions you might have—no financial question is off limits.

Get a clear view of your money and know where you stand

Being able to achieve your financial goals, first starts with knowing where you are today.

  • View all your money in one spot and get a more complete picture of your finances by linking your banking, savings, investment and loan accounts—even ones outside RBC with one log-in. Linking is easy and no money is transferred.
  • Get real-time visuals of your progress to help you stay on track towards your goals.

See how the money decisions you make today may affect you down the line

Together, we can explore what’s possible for you and your money – you’ve got questions and we’ve got answers.

  • Tell us what you’re saving for and MyAdvisor will create a personalized plan with insights and tips on how to improve cash flow and savings across all your accounts.
  • Try out different scenarios to see how extra cash or a new expense could impact your finances.
  • Grow your savings faster by setting up pre-authorized contributions. Life changes—and your savings plan can, too.

Access your personalized plan from the comfort of your own home

In an ever changing world, we know that it’s important for you to have the ability to take control, when you need it.

  • Through digital access, you can adjust your plan, review your goals and monitor your progress any time.
  • Advisors are here to help if you need it. Connect by video chat, phone or in person. Ask any questions you might have—no financial question is off limits.

Discover What MyAdvisor Can Do for You

Get a personalized plan from MyAdvisor in just a few minutes. We will guide you through a series of simple questions. Here’s how to get started:

Sign in to RBC Online Banking.

Not yet enrolled? Enroll now.

Choose the goal(s) you want to save for and link your RBC accounts and you could also link accounts outside RBC so you can get a more complete view of your money in MyAdvisor.

Tell us a few details about your income and expenses.

Answer a few questions about your investing knowledge and risk tolerance.

That’s all you need to do to access the MyAdvisor dashboard where you can see your goal(s), net worth, cash flow and recommendations!

Get Started Today

Sign in to RBC Online Banking and click "MyAdvisor: your custom financial picture" on your Investments Accounts Summary and we’ll help guide you through your first goal in a few minutes.

Try MyAdvisor

FAQs

Yes, MyAdvisor is available exclusively to RBC clients. You will need to have an RBC product—such as a chequing or savings account, an investment, etc. You will also need to be enrolled in RBC Online Banking.

Not at all! MyAdvisor is designed to make the process of planning and meeting your retirement goals very simple. You just need to share some information about yourself, your finances and your goals.

We’ll help you understand the numbers—how much money you have and what you need to be saving—and you decide the goals you want to reach. Above all, don’t worry. An advisor will help you when you need it.

Absolutely! Getting started is easy, but some people like having someone walk them through the steps in person. Just book an appointment at a branch near you and have the following information handy:

  • Your RBC account numbers
  • Your login and password for RBC Online Banking
  • Statements or account numbers for accounts and investments you have at other financial institutions that you want to view within MyAdvisor
  • Your email address

You can also get started over the phone by calling 1-844-248-0558

There is no additional cost to use MyAdvisor. Some investments you hold may have certain fees and expenses (such as mutual funds), but there is no extra fee to use MyAdvisor.

Great! MyAdvisor is currently available to active RBC clients only. We can help you get started. The first step is to book an appointment or call us at 1-844-248-0558.

Get a personalized plan with MyAdvisor – It will only take a few minutes! We will guide you through a series of simple questions. Here’s an overview:

  • Sign in to RBC Online Banking.
    Not yet enrolled? Enrol Now.
  • Choose the goal(s) you want to save for and the RBC accounts you want to see in MyAdvisor so we can give you an accurate view of your money.
  • Tell us a few details about your income and expenses.
  • Answer a few questions about your investing thoughts and preferences.

And you’re done! You now have access to the MyAdvisor dashboard where you can see your goal(s), net worth, cash flow and recommendations!

Your RBC accounts will automatically pull in to MyAdvisor and adding outside accounts is a snap. All you need to add a non-RBC account is your username or access card, account password, the type of account and a few other details.

You can add chequing and savings accounts, registered plans (such as RRSPs and TFSAs), non-registered investments, mortgage balances, loans and other accounts you hold at these financial institutions and more:

  • TD Canada Trust
  • CIBC
  • BMO
  • Scotiabank
  • Fidelity
  • SunLife Financial
  • Tangerine
  • Desjardins
  • National Bank
  • Investors Group

Think of MyAdvisor as another member of your financial team. You’ll have easy access to online tools that track and forecast your progress and you can contact an advisor for guidance and recommendations whenever you need to at no additional cost.

Electronic signing is the ability to sign and approve documents online in order to fulfil your request (e.g. if you want to open a new investment account or update your investor profile).

To sign and approve documents now, please follow the steps below

  • Sign in to RBC Online Banking on your desktop or laptop to access the MyAdvisor Dashboard
  • From the Dashboard, click on the down arrow located at the top right of your screen, next to your name
  • From the drop-down menu, select ‘Your Documents
  • From the ‘Your Documents’ section, choose the documents you need to review and sign.

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.