Welcome to RBC One, RBC Investor Services' Web-based portal that provides 24-hour online access to valuable information about your domestic and global portfolios. RBC One's product-focused navigation and intuitive design makes it easier than ever for you to work online. Select the relevant product tab below to access a wide range of digital learning material to assist you with the various features available.
Logging In & Getting Started
- Two-factor authentication FAQs
- QRG Soft Token Installation Computer
- QRG Soft Token Installation Mobile Device
Administration & Functionality
- Company Administrator Role
- Creating New Users Guide
- Creating Internal Roles
- Creating Role Account Groups
- Creating Fund Groups
- Transaction Approvals Permissions
- Common Access ID
- Common Access ID FAQ
- Company Administrator guide for Delta, Data Visualization Dashboards and Digital KPIs
- Company Administrator Acc Control Agreement / Pledge Agreements
- Sending Secure Messages
Custody Reports
- Generate Interactive Extracts
- Generate Custom Extracts
- View Pre-Generated Reports
- CSDR Reporting
- My Reports
- Configure Report Filters
- Create User Account Group
- Favourites, Scheduling and Delivery of Reports
- Common Access ID
- Common Access ID FAQs
- Key Functionalities - FTP - Trust
- Key Functionalities - FTP - Bank
Custody Interactive
Custody Transactions
- Creating Cash Instructions
- Creating Trades | Video
- Transaction Upload
- Approving Transactions | Video
- Creating Drafts and Templates
- Declining Transactions
- My Transactions