RBC Managed Portfolio: A Comprehensive Guide to Investing and Online Access

Royal Bank of Canada (RBC) is renowned for its wide range of financial services and products. One such offering is the RBC Managed Portfolio (MC), a professionally managed investment solution for clients who prefer not to manage their portfolio individually. This comprehensive guide will explore the intricacies of the RBC MC and how you can access and engage with it through online banking, mobile app, or customer service.

What is an RBC Managed Portfolio?

The RBC MC is a portfolio strategy that's managed by a skilled team of investment professionals. They allocate your funds across various asset classes, geographic regions, and industry sectors according to your risk tolerance and financial goals. The team continually monitors the market conditions and adjusts the portfolio as necessary to safeguard your investments and enhance your returns.

Accessing Your RBC MC through Online Banking

RBC online banking allows you to digitally manage all your financial affairs, including your RBC MC. This platform allows you to access real-time account information, transfer funds, and make trading decisions anywhere and anytime.

• Log onto RBC's Online Banking platform with your client card number or username and password.
• Navigate to the "Investing" section.
• Click on "My Portfolio & Accounts" to view your RBC MC and its performance.

Managing Your RBC MC via RBC Mobile App

RBC's Mobile App offers similar capabilities to the Online Banking platform, with the comfort of utilizing your smartphone. To manage your RBC MC via the RBC Mobile app, follow these steps:

• Download and Install the RBC Mobile App from either Google Play Store or Apple App Store.
• Log in using your online banking credentials.
• Navigate to the "Investments" section and select your RBC MC to access detailed information about your portfolio.

Contacting RBC’s Customer Service for Your RBC MC

If you prefer personal interaction or need assistance, RBC's customer service is just a call away to provide professional help concerning your RBC MC. Available 24/7, your questions about the portfolio, including its assignment, performance, and other aspects, are swiftly addressed.

• Dial RBC's investor services hotline number, which is available on the RBC website.
• Request to speak to an investment professional.
• Ask your questions or discuss your concerns about your RBC MC.

In conclusion, RBC MC offers a professionally managed investment solution that you can easily access using RBC's online banking, mobile app, or customer service. With the right choice of interaction that suits your lifestyle and comfort, managing your investments has never been easier.

Disclaimer

The information in this article is for informational purposes only. It’s not intended to be investment advice. Always consult with a licensed financial advisor or conduct your own research before making any investment decision.