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To Add a Goal in MyAdvisor:

  1. To begin, log in to MyAdvisor from RBC Online Banking.
  2. Once you’ve logged in, from your MyAdvisor homepage, click Add a Goal at the top of the page.
  3. Now it’s time to identify what you are saving for by choosing 1 of 8 financial goals.
  4. Once you’ve chosen your goal, describe it in the box below. When you’re done, click Add Details.
  5. Here you will be asked a few questions about your goal.
  6. Select the account you will use to reach this goal. Then answer the questions presented.
  7. Now we want to learn about your investment style. First, how much risk are you willing to take? Click the button on the scale that most applies to you.
  8. Next, is your objective security or growth? Click the button on the scale that most applies to you.
  9. You’re all done!

Watch How to Add a Goal in MyAdvisor

View instructions (PDF)

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