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 portfolioLegal Disclaimer 1 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 (article: The Robo in Robo-advisor) 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!