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To book an appointment in MyAdvisor:

  1. To begin, log in to MyAdvisor from RBC Online Banking.
  2. Once you’ve logged in, from your MyAdvisor homepage, click More at the top of the page.
  3. You will then see a dropdown menu. Click Book an Appointment from the menu.
  4. If you have no appointments scheduled, you will be prompted to schedule one. Click Book an Appointment.
  5. From here, you will be asked, What would you like to talk about?
  6. Next you will be asked, Who would you like to speak to?
  7. Once you choose who you would like to speak to, you will be asked, How would you like to speak with your Advisor?
  8. Next, select your preferred time of day,
  9. Finally, enter your phone number
  10. Click Confirm Appointment, and you’ll be directed to a confirmation page with your appointment details.

Watch How to Book an Appointment with MyAdvisor

View instructions (PDF)

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