Answer a few questions online to tell us:
Using your answers, we’ll recommend an investment plan made up of a carefully-selected mix of exchange-traded funds (ETFs) that are packaged into a ready-to-go professional portfolio.1Learn more about ETFs and the portfolio options.
If you’re happy with your investment plan, open your account online. Choose from a Tax-Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP) or non-registered investment account.Learn more about the account types.
Once a Portfolio Advisor has reviewed and confirmed your information and your plan, you can log in to your account to make your first deposit.
Start big or start small. Start with an amount that’s right for you. Many Canadians find it more affordable, convenient and effective to save regularly in small amounts. That said, your money is invested once your balance reaches $100 or more.
Log in any time to view your investments, contribute money, set up or edit automatic contributions. We take care of the rest, rebalancing your portfolio as needed to help keep you on track.
Over time, deposits, withdrawals and asset class performance can cause an investment portfolio to drift from its original mix. To keep your portfolio on track according to your plan, we will buy or sell the right ETFs to rebalance your portfolio.
RBC InvestEase combines the best of investing technology and actual advisor oversight to manage your portfolio and keep your plan on track. You can feel good knowing that human advisors are working on your behalf to help you get the best results from your investments.Tell me about the investments
While our Portfolio Advisors work mostly behind-the-scenes, you can e-mail or call if you have questions about your investments, need help or just want to talk about your investment plan.
We understand that you might need more time before opening an investment account.
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If you have any questions about online investing or opening an account with RBC InvestEase, just call us at 1-800-769-2531. One of our Portfolio Advisors will be happy to talk to you.
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