Online Access
Please note that we are currently experiencing technical difficulties with account registration. We expect the issue to be resolved later this week. Thank you for your patience.
Welcome, we have a new login experience!
For a step-by-step guide on registration, please review video below.
MyPortfolio (All Funds)
(formerly WebConnect)
Our online portal where you can obtain details on all of your accounts held through us, including daily market values and transaction details. Here you may also choose to have your dealer statements sent through e-delivery.
WEALTHDOCS (TRADEX FUNDS ONLY)
RBC I&TS online portal for the Tradex Funds only (Equity, Bond, Global & Savings). Here you can view trade confirmations, statements, and tax forms for the Tradex Funds that you hold. You can also generate statements for any given period. On this portal you may also change your preferences to receive these documents electronically rather than by mail.