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Transfer funds from my bank account to my RBC DS account

To ensure easy and quick access to your funds, you can transfer funds between any RBC Royal Bank account connected to your RBC Client Card and your RBC Dominion Securities accounts (CDN to CDN or U.S. to U.S.) in real-time, during certain hours.⁺ To transfer funds simply go to the “Transfer Funds” page located under the “My Accounts” tab in your DS Online site.

Alternatively, you can transfer funds from your RBC Royal Bank account via Online Banking, please visit Create or update my payee list in the RBC Royal Bank online Customer Support Centre.

Remember to select 'RBC Dominion Securities' as your new payee.

View my account statement (eStatements) online

Keeping track of your investment portfolio is easier with Electronic Statements (eStatements). These online statements include exactly the same information as the paper statements you receive in the mail today.

With eStatements you can:

• Securely view, save and print your quarterly statements as PDF files.
• Avoid shredding and filing your statements saving you time and effort.
• Access your statements at any time. With our 7-year archive you’ll be able to access your statements through DS Online at your convenience.

You’ll receive an e-mail in the Message Centre letting you know that a statement is available for you to view.

To begin receiving your statements online:

1. Sign in to DS Online
2. From the My Accounts tab click on “Statements”
3. Click “Continue” on the View Electronic Statements page
4. Select “Change” from the Options column and follow the on-screen prompts

To sign up for eStatements for your business or corporate account, please contact your Investment Advisor.

Add an existing account to my profile

To add an existing account to your profile, please call your Investment Advisor. He or she will be happy to add your account for you over the phone.

Send a secure message to my Investment Advisor:

You can send a secure message to your Investment Advisor through the Message Centre

1. Sign into DS Online
2. Click Send a Secure Message under My Communications
3. Select a recipient from the To drop down list
4. Compose your message and Add Attachments if applicable
5. Click Send

Change my account nicknames

You can rename your accounts with a few clicks of the mouse from any DS Online page. Here's how you do it:

1. From the “My Home” tab, click on the “Edit Profile” header
2. Click on 'Set Account View and Nicknames'
3. In the 'Nickname' column, replace your existing account name with the account name you'd like.

It's possible you may get the following error message:

'Please revise your account nickname. Only the following characters are accepted; numbers '1,2,3...', alphabetic 'a, A, b, B...', brackets '( )', periods '.', at signs '@' , dashes '-', underscores '_' and ampersands '&'.'

If you get this message, you should check to make sure the nicknames of ALL of your accounts use only these characters-not just the your new account nickname.

Create or edit a watchlist

To create a new watchlist:
1. From your DS Online Home Page, click on 'Edit' underneath the 'My Watchlists' header
2. Click the 'Edit List' link located next to the list you'd like to change
3. Complete the online form by typing the required information in the blank spaces, then click 'Save List'

To edit your watchlist:
1.From the “Quotes” tab, click on the “Watchlists” header
2.Click the 'Edit List' link located next to the list you'd like to change
3. Make the changes you desire on the online form, then click 'Save List'

Get real-time quotes

Because of industry regulations, quotes are delayed by 20 minutes unless you've read and agreed to the Canadian and U.S. exchange agreements. You can do this quickly and conveniently online - here's how:

1. From any DS Online page, click on 'Edit Profile'
2. Select 'Manage Canadian and U.S. Exchange Agreements'
3. Make sure there is a green check mark in all the boxes next to the terms and conditions agreements listed.

Alternatively, you can:

1. Click on 'Get real-time quotes' in the error message; this will take you to the exchange agreement page
2. Make sure there is a green check mark in all the boxes next to the terms and conditions agreements listed.

There will still be a 20-minute delay on quotes in your Watchlist(s) and on the Intraday Holdings page.

View streaming quotes

To view streaming quotes, you must first create a watchlist. For more information on creating a watchlist, click here.

Once you have a watchlist, simply click on the “Streaming” tab and the quotes will update automatically every few seconds. Adding a symbol is easy – just enter it in the box below the watchlist and click “Add”.

Read my balances on My Home Page and on the Holdings page

The balances shown on your Home Page, under the 'My Accounts' tab, are the total value, in Canadian and U.S. dollars, of your holdings, plus any cash balance you may have, with fractional mutual fund units rounded off.

The balance shown on your Holdings page, on the other hand, includes the fractional mutual fund units in the total, calculating the figure to 2 decimals, as well as your cash balance.

Access the DS Online demo

If you’re looking to find out more about the features and benefits that DS Online offers you, the DS Online demo can help.

Just click here and select which version of the demo you’d like to view.

Find investment research on the site

RBC DS Online allows you to find research reports, news, commentary and other information on investments in a number of ways:

Click on the 'Markets & Research' tab for access to:

• Markets Overview - current trading day market snapshots, commentary, news and other information
• Research & Analysis - research reports from various sources within RBC Financial Group
• Market News - the most recent financial news headlines
• Sectors& Industries - a feature that offers the ability to view activity for a market sector or particular industries over various time periods complete with industry overviews, performance and fundamentals, as well as a breakdown of the number of companies within that industry.

Click on the 'Quotes' tab for access to:

• Watchlists - keep track of purchase dates, prices, gains or losses for securities you are monitoring.
• Mutual Funds - a searchable list of mutual fund quotes and fund profiles, with charts>
• Fixed Income- details of GICs, bonds and other fixed-income products sold at RBC Dominion Securities

Go to your RBC DS Online Home Page. On the right-hand side of this and other RBC DS Online pages you'll find a number of different kinds of market information, under the 'Research' header:

• Market research and analysis - research reports from various sources within RBC Financial Group
• Economic Update - analysis and forecasts of the economy and financial markets by RBC Economics

For information on a specific investment:

1. Click on the 'Quote' box in the top right-hand corner of every page on the website
2. Type in a name or symbol and click 'Get Quote.' You'll then be taken to a page with a wide range of information on that specific investment

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