Create and track your specific investing goals, monitor your portfolio, save automatically and more—with tools and resources designed to help you succeed.
Get help reaching your retirement, education savings, home down payment or other savings milestone by linking your goals to your accounts. With the Goal Setting tool you can define, chart and track your goals. Plus, it offers suggestions to help you reach them faster!
Once you create your goal, the tool will show you how making changes to your plan—such as saving more or investing for a longer time period—could affect your goal’s outcome
Check how diversified your is in just a few clicks. The Portfolio Analyzer allows you to easily view your portfolio’s mix of investments and monitor risk. Drill down to sector and regional exposures or check your holdings to see where you might be concentrated.
With the Performance Tool, you can easily measure and compare your portfolio’s against various , helping you keep your goals on track.
Keep track of your stocks, ETFs and mutual funds anytime, anywhere. With the Alerts feature you can receive timely updates on your tablet, mobile phone or desktop.
Personalize your alerts to know when a stock price goes up or down, or when there are other changes you want to know about. You can also receive alerts for news stories, announcements and Morningstar research reports.
Plus, use Market Alerts to set alerts for events or price changes that happen within a specific (such as the TSX or NYSE).
Get daily, weekly and monthly views of economic events, earnings dates and dates that may affect your investments.
Watchlists help you keep an eye on the trading activity of stocks, ETFs, options and more. Create up to 40 custom watchlists of up to 100 securities you’ve invested in, or those you want to learn more about. A simple, three-step set-up Wizard can help get you started so you can catch the action throughout the trading day.
Build your savings steadily over time by making automatic, pre-planned deposits to your RBC Direct Investing accounts in regular, easy-to-manage amounts throughout the year.Learn More about Pre-Authorized Contribution Plan
Enjoy the convenience of automatically investing in your choice of mutual funds on a monthly or quarterly basis, paid for from your chequing or savings account at any Canadian financial institution.
Want to get more out of your investment dollars? When you sign up for DRIP, you can arrange to have the cash dividends1 you earn from the shares you hold in your account automatically reinvested. RBC Direct Investing will purchase additional shares2 in the same companies on your behalf on the dividend payment date. No fees or commissions apply.View Eligible Securities (opens link in a new window)
Need consistent income from your investments? The Systematic Withdrawal Plan automatically redeems (sells) mutual funds in your account, providing you with a source of regular income.
Automatically roll over your treasury bills when they mature, ensuring that your investments keep earning all they can.
Automatically move cash on a monthly basis from your RBC Direct Investing Cash or Margin account to your chequing or savings account at any Canadian financial institution.
Analyze different financial scenarios using a range of easy-to-use investment and retirement planning calculators.