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One of the most frequent questions we get at RBC InvestEase is, How does it work?

It’s an important question for sure, and deserves an answer in line with what we want investing to be for our clients – easy.

A Few Minutes Gets You Started

It all starts by answering a few simple online questions. Once you tell us a bit about yourself and what you’re saving for, our smart software generates a recommended investment portfolio for you. We’ll review your application and may contact you with a couple of follow-up questions. After that, you’ll get an email to let you know your account is open and ready to go, with details on how you can move your money to RBC InvestEase so you can get started on achieving your goal.

Our Pros Invest for You

Once your money is in your account, the rest is in our hands. Our team of investment experts will invest your funds in a portfolio1 made up of low-cost exchange-traded funds (ETFs). We use technology to keep your portfolio aligned with the mix of equities, fixed income and cash we think is right for you, and as necessary, we’ll buy and sell ETFs to keep you on the right path. While we take care of the investing work, you’re able to check your progress online anytime you’d like.

Ongoing (Human!) Support

You’ll always have access to real people for the support you need. We have an experienced team of investment professionals who can answer your questions and provide you with the advice you want. Whether you need help establishing a goal, or have questions about what’s going on in the financial markets, our team is ready to support you.

RBC InvestEase is designed to help you achieve your investment goals in a way that’s easy and convenient for you – it’s that simple!



Ready to Grow Your Money?

Create your personalized investment plan now. And if you’re ready, start investing with just $1,000.

Get Started
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RBC InvestEase Inc. provides online discretionary investment management services. Other products and services may be offered by one or more separate corporate entities that are affiliated to RBC InvestEase Inc., including without limitation: Royal Bank of Canada, RBC Direct Investing Inc., RBC Dominion Securities Inc., RBC Global Asset Management Inc., Royal Trust Corporation of Canada and The Royal Trust Company. RBC InvestEase Inc. is a wholly-owned subsidiary of Royal Bank of Canada and uses the business name RBC InvestEase.
 
The services provided by RBC InvestEase are only available in Canada.
All portfolios have been developed by RBC InvestEase Inc. ("RBC InvestEase") in conjunction with RBC Global Asset Management Inc., an affiliate of RBC InvestEase. The portfolios include RBC Exchange-Traded Funds ("ETFs"), which are managed by RBC Global Asset Management Inc., and as such, the ETFs are related or connected issuers of RBC InvestEase.