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RBC AdvisorConnect
 

Provide "one click" access to client account information

Using RBC Advisor Connect, your clients can go online to view their account activity.  That's good news for them - and good news for you.  Because when your clients can access information about their account themselves, it increases the service level you provide.

Here are some of the features your clients will find on RBC Advisor Connect:

  • Summary of all accounts
  • Asset details (cash, money market funds, securities and account values)
  • Intraday pricing of  your clients' security positions
  • Unrealized gain & loss
  • Today's trades
  • Open orders
  • Historical account activity
  • Delayed quotes
  • Charts, news and the day's most actives

Plus, paperless reporting functionality allows clients to elect to receive statements, confirms, tax documents, proxies/reorganization notices and/or mutual fund prospectuses electronically instead of through the mail.

Clients can register online directly through the site.  Registration instructions and a demo can be found on www.rbcadvisorconnect.com. You'll also be able to view the same screens as your clients.

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