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Offering easier access to portfolio information

RBC Insurance is pleased to introduce WealthLink Investor which provides an enhanced user experience with real-time access to account and fund level holdings, transactional and systematic plan information, and account statements through a secure encrypted portal.

  • For self-registration, click Register under the Sign In button here
  • If you have successfully self-registered for WealthLink Investor, log in with your User ID and Security Password

In the event of a technical or enrollment issue, or if you need to link accounts to your online profile, email rbcisalestechnologysupportcentre@rbc.com with the following information:

  • Account Number
    Problem Description

We will respond to your email within 24 to 48 hours.

Access the following Investor resources to help you navigate WealthLink.

Other Inquiries

For all other inquiries regarding your account, please contact your advisor directly. If you need your advisor’s contact information, please call 1-877-933-4800.

Benefits of WealthLink

Enhanced digital experience
Enhanced accessibility
Broader fund price information

Enhanced digital experience

Improved usability

  • Redesigned user interface
  • Screen harmonization (from 60 to 35 screens)

Paperless documents

  • Online access to statements, confirmations and tax slips
  • Option to suppress paper mailings

Enhanced search capability for faster access to your data:

  • Expanded filter menus on each screen for drill down insights

Enhanced accessibility

  • Access through Laptops, Desktops and Tablet Devices
    (Access through phones not advised or supported)
  • Developed to align with Accessibility for Ontarians

Broader fund price information

  • New charting at the fund level
  • Expanded date range on charting to 10 years
  • Links to Fund Facts from Fund Prices screen

We’re Here to Help

Technical Support

1-866-896-5682

Monday – Friday 9 AM – 6 PM EST
Closed weekends and holidays

Or

A group benefits advisor helping a client over the phone