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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.

Benefits of WealthLink

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

  • Mobile access optimized on tablet devices
  • 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

Customer Service and Support

How to Access and Register for WealthLink

To access WealthLink Investor, you will need to have available your User ID and Security Password.

    If you would like to:

  • Register for WealthLink Investor
  • Forgot your PIN and require a reset
  • Need to add another account to your profile
  • Have any questions regarding WealthLink Investor

Please contact our Life Contact Centre at 1-877-933-48001-877-933-4800.

User Documentation for Investors

Access the investor user guide for a quick introduction, getting started help and information on how you can work with WealthLink.

Get the Guide Now

We’re Here to Help.

Services or General Questions
1-877-933-48001-877-933-4800

Wealthlink Investor

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