WEBCONNECT
(TRADEX AS A DEALER – ALL FUNDS)
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 – NEW!
(TRADEX FUNDS ONLY – RBC I&TS)
A NEW 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.
WebCONNECT is our new online portal where you can obtain details on your accounts held through us, including daily market values and transaction details.
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Log in securely to see account details including daily market values and transaction details.
