How Does RBC InvestEase Work?

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 portfolio^{Legal 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!

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Questions?

Call 1-800-769-2531

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Legal Disclaimer

Any information, opinions or views provided in this document, including hyperlinks to the RBC InvestEase Inc. website or the websites of its affiliates or third parties, are for your general information only, and are not intended to provide legal, investment, financial, accounting, tax or other professional advice. While information presented is believed to be factual and current, its accuracy is not guaranteed and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author(s) as of the date of publication and are subject to change. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by RBC InvestEase Inc. or its affiliates. You should consult with your advisor before taking any action based upon the information contained in this document.

RBC InvestEase Inc. is a restricted portfolio manager providing access to model portfolios consisting of RBC iShares ETFs. Each model portfolio holds up to 100% of RBC iShares ETFs. RBC iShares ETFs are comprised of RBC ETFs managed by RBC Global Asset Management Inc. (RBC GAM) and iShares ETFs managed by BlackRock Canada Limited (BlackRock Canada). RBC GAM and BlackRock Canada entered into a strategic alliance to bring together their respective ETF products under the RBC iShares brand, and to offer a unified distribution support and service model for RBC iShares ETFs.

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.

Legal Disclaimer 1.

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 iShares ETFs, which are managed by BlackRock Asset Management Canada Limited. RBC Global Asset Management Inc. and BlackRock Asset Management Canada Limited have entered into a strategic alliance to bring together their respective ETF products under the RBC iShares ETF brand, and to offer a unified distribution support and service model for RBC iShares ETFs. As such, the RBC iShares ETFs are related or connected issuers of RBC InvestEase.