Access Your Wealth Account(s) Online Anytime, Anywhere

Maximize Your Online Access

The recent transition to BNY Mellon | Pershing brings exciting changes to your online experience. Through our Wealth Management & Trust portal, you will see:

Real-time account holdings and information.
Account documents that are easy to locate and download such as statements, trade confirms, tax documents and account notifications.
Consistent, modern analytics and reporting of your investment strategy.

Tired of waiting on your monthly statements? Sign up for eDelivery and your documents are:

Available to view as soon as they’re ready
Securely stored
Accessible anytime, anywhere

Interested in signing up for our online portal and eDelivery? Contact us today and we’ll help you get started.

Online Resources

For the latest information related to your wealth account(s), our online resource page has all the information you want to know about, including:

Our improved digital experience and the benefits of eDelivery
How to read your new investment account statement
What to expect regarding year-end statements
Accessing historical information at RBC Clearing & Custody

VIEW OUR RESOURCES PAGE

Please contact us if you have any questions. We appreciate your patience and trust throughout the transition process to BNY Mellon | Pershing.