You’re Making The Right Connection
Are you interested in an online service that gives you access to your account information 24 hours a day, seven days a week?


With Investor Connect, you’ll find it simple to stay up to date with your accounts. Just as important, with all your account information available anytime, you can work more efficiently with your Financial Consultant to help achieve your financial goals.

Welcome to Investor Connect. You’ll be glad you logged on.


You’ll Know Exactly Where You Stand — Every Day
Market information, as well as the value of your account should you choose to update it while visiting the site, is delayed approximately 20 minutes. Your current positions are updated as they change throughout the day.



Here’s A Look At Some Of The Information You Can Access
Account Information1 — Find out how your holdings are doing throughout the day and see how they stack up versus the appropriate index. In addition, online transaction details, realized gain/loss information, unrealized gain/loss information, interactive charting and calculators, and a customizable stock watch keep account information at your fingertips.


Online Documents — Access and print many of your financial documents, including monthly statements, trade confirmations, tax documents, and shareholder information — at your convenience.

Research — To help you stay abreast of your portfolio, you need comprehensive information — and that’s just what you’ll get on Investor Connect. You have access to company profiles, interactive charts and detailed mutual fund information.

Planning and Reporting — Download information about your transactions, balances and positions into your Microsoft® Money®, Intuit® Quicken® and/or Intuit TurboTax® software to help you make well informed budgeting decisions and simplify your tax returns preparations.

Portfolio Tracker — The Portfolio Tracker allows you to virtually consolidate and simultaneously view all your stocks and mutual funds in one place, even if they are held at various institutions, as well as create hypothetical portfolios.


Control What Information You Receive In The Mail
If you want to cut down on the clutter in your home office or simplify the way you monitor the progress of your account(s), you can choose to stop receiving one or more of the following documents by mail and elect to access the information solely online. The choice is yours. Once the information is available, you’ll receive an e-mail linking you directly to the site. It’s that easy.


  • Account Statements
  • Trade Confirmations
  • Tax Documents
  • Proxies and Reorganization Notices
  • Mutual Fund Prospectuses


We’ll Help Guard Your Privacy
When you sign on to Investor Connect, you want to know that your business remains just that — your business.


That’s why we’ve developed a comprehensive strategy to help protect the safety and privacy of your online account information. We will not allow anyone to view your account without your permission, and we require the use of a private password — known only to you — to log on. Furthermore, we encrypt all data to help prevent unauthorized users from reading your account information.

So, sign on, review your accounts, and relax — your account information is for your eyes only.


Take A Tour
If you’re interested in exploring some of the convenient features available on the site, try our “Virtual Visit.” You will be able to see and do almost all the same things as a registered user. Just visit and click “Visitor.”



If You Need Help...
Once you start using the site, we hope you’ll find it self-explanatory. But if you do need assistance, you can call our Connect Help Desk at 1-888-870-4829 weekdays from 8:00 a.m. to 1:00 a.m. Eastern Time and weekends from 10:00 a.m. to 6:00 p.m. Eastern Time or send an e-mail through the website. You can also view frequently asked questions by clicking “Help” on the top of the screen.



Registering For Investor Connect Is Fast And Easy
  1. Be sure that your computer has the right system requirements. To successfully access this site, you will need:
    • Internet access
    • Operating system
      – Windows 20002 or higher
      – Mac OS 7.6.1 or higher
    • Browser
      – Microsoft Internet Explorer 6 or higher
      – Firefox
      – Safari
    • Browser encryption strength - 128-bit SSL
    • Cookies – enabled
    • JavaScript – enabled
    • Screen resolution – 800 x 600 pixels or higher
  2. Gather the account numbers of the accounts you’d like to view online.
  3. Go to our website at and click “Register.”
  4. Fill in the online application and click “Submit.” You will be asked to enter a six-character user ID and five- to eight-character password. For many account types you will have immediate online access. For requests that need additional validation, you will receive your access confirmation or a status update in the mail within three to seven business days.

    The User ID and passw ord you select will not be included in any communications after registration, so please write them down and keep them in a secure place. Please do not share your password or User ID with anyone.


Get “Connected” Soon
We’re working to continually enhance the site with the best tools and services to make it even easier for you to track your accounts, make investment decisions — and make progress toward your financial goals. So, make the connection soon.


Talk to your Financial Consultant for more information about this online service.

© 2010 RBC Capital Markets Corporation. All rights reserved.

1 For complete account information, refer to your account statement(s), trade confirmation(s), and open order notice(s).

2 Some Windows 2000 users may need to install the Windows 2000 High Encryption Pack to ensure 128-bit encryption.

RBC Correspondent Services, a division of RBC Capital Markets Corporation, Member NYSE/FINRA/SIPC, provides clearing and execution services for your Broker-Dealer. The referenced product and/or service is made available through that relationship.