At RBC, we’re taking added precautions to keep our clients and employees safe during the COVID-19 outbreak. As the situation continues to evolve, we want to assure you that RBC and RBC InvestEase are here to support you. We also expect you may have questions about your investments and portfolio, whether that’s specific to today’s market conditions, ongoing questions or general advice. And we’re here to help. We encourage you to reach out to our RBC InvestEase Portfolio Advisors at email@example.com and we will respond as quickly as we can. We are committed to supporting you during this challenging time, and helping you meet your financial goals remains very important to us. Thank you for your continued trust in RBC and RBC InvestEase.
Rajan Bansi, Head of RBC InvestEase
Unlike do-it-yourself (DIY) investing, where you research, buy and manage your own investments, we do it for you—all for a low fee.
Answer some simple questions so we can get to know you.
Select, open and fund your account. (Don’t worry, we’ll guide you.)
Make deposits anytime you want - or set them on autopilot
Get back to your life – we're here if you need us.
Match you to an investment portfolioLegal Disclaimer 1 created by pros.
Invest your money in low-cost, high-quality ETFs, according to your portfolio.
Offer support if you have questions or want personalized investment advice.
Manage your money so you keep progressing toward your goal.
Your portfolio will be designed to align with your goals and risk comfort level. You can even choose a Responsible Investing Portfolio for a happier, healthier planet.
An investment portfolio is like a sock drawer.
Investments are the socks—assets that you use to reach your goals. The portfolio is the drawer—the container that holds all your investments...like stocks, ETFs, mutual funds and cash.
At RBC InvestEase, our portfolios are made up of ETFs and cash.
Like swimming pools, ETFs are structures or containers. While pool walls are designed to hold water, ETFs are designed to hold stocks and bonds in a single container. That container is a fund you can buy.
While they're similar to mutual funds, ETFs don't have investment minimums. Also, an ETF can offer more trading flexibility since it trades on an exchange throughout the day, with prices fluctuating continuously.
While we recommend the right portfolio for you, you get to choose the account (opens in new window) to hold it in. (We’ll guide you if you’re not sure.) Choose from a:
Next, finish opening your account and make your first deposit. You can start with any amount (opens modal window) you’re comfortable with. We’ll invest your money when your balance reaches $100 or moreLegal Disclaimer 2.
For balances of $100 to $1,499, we invest in a “Small Balance portfolio,” which is similar to a full portfolio, but with fewer ETFs.
When your balance rises above $1,500 we transition you to a full portfolio. The best part? There's no additional cost or action you need to take.
Our Portfolio Advisors will take care of everything else—like keeping an eye on your investments and rebalancing (opens modal window) your portfolio to help you stay on track toward your goal.
Just as eating veggies, fruit, protein and healthy carbs helps you to enjoy a balanced diet; in the world of investing, balance is having a mix of assets in your portfolio to help reach your goals.
Over time, deposits, withdrawals and performance can cause your portfolio to drift from its original mix. To help keep your portfolio on track, we will buy or sell the appropriate ETFs to rebalance your portfolio.
Here comes the best part…
If you’re an RBC client, you can access RBC InvestEase from RBC Online BankingLegal Disclaimer 3 and the RBC Mobile appLegal Disclaimer 4. You’ll get to see all of your accounts in one spot and transfer funds in real-time during business hours.