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.
WealthLink Online Portal Registration
- For self-registration, click Register under the Sign In button here (opens new window)
- If you have successfully self-registered for WealthLink Investor, log in with your User ID and Security Password
WealthLink Technical Support
In the event of a technical or enrollment issue, or if you need to link accounts to your online profile, email email@example.com with the following information:
We will respond to your email within 24 to 48 hours.
Alternatively, you may leave us a voicemail at 1-866-896-5682
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.
Wealthlink Investor Resources
Access the following Investor resources to help you navigate WealthLink.
Benefits of WealthLink
Enhanced Digital Experience
- Redesigned user interface
- Screen harmonization (from 60 to 35 screens)
- 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
- 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.
Monday - Friday 9 AM - 6 PM EST
Closed weekends and holidays