Transition Update: Introducing Your New Investment Account Statement
Sent on May 31, 2022
Starting in July, you will receive your new, award-winning investment account statement for June. With an enhanced, modern design, you will be able to easily understand and manage your investments. You can access your statements online through Wealth Management & Trust anytime, anywhere. If you don’t have access to Wealth Management & Trust, contact us to enroll today.
Click here to view a how-to guide on reading your new statement.
Click here to view a how-to guide on reading your new statement.
Accessing Historical Documents
If you currently have access to RBC Clearing and Custody’s online portal, you will continue to be able to access your historical documents as long as you maintain your User ID and Password. If you have any issues with your access to RBC’s portal, please contact the RBC Client Service Team at 612.607.8903 or by email clientservice@rbc.com.
Transition Details
As a reminder, we began transitioning client assets to BNY Mellon | Pershing on June 6, 2022 and expect to complete all transfers around June 23, 2022. Your wealth account(s) will be transferred during this timeframe and should take an industry standard of 7-9 days to transition.
Visit our client resource page for more information on these topics and the overall transition. Please contact us if you have any questions. We appreciate your patience and trust as we finalize the transition of your wealth account(s).