In wealth management, as in life, making the right decision at the right time can be crucial. And the more information you have to make those decisions, the better. That’s why we’re pleased to be able to offer clients their own personal financial website. 

Video Player is loading.
Current Time 0:00
Duration 2:02
Loaded: 0.00%
Stream Type LIVE
Remaining Time 2:02
 
1x
    • Chapters
    • descriptions off, selected
    • en (Main), selected

    With your personal wealth dashboard, you'll experience a variety of benefits, including:

    • access to a comprehensive financial overview that consolidates all of your accounts in one place;
    • up-to-date account balances that recalculate as the markets change;
    • a suite of interactive tools that allow us to collaborate in real time; 
    • your own personal "vault" providing secure cloud storage for your valuable documents. 

    With your personal wealth dashboard, you'll have everything you need to make smart choices right at your fingertips. We invite you to view the video above to learn more or contact us today to get started.

    Already signed up?

    If you already have a personal wealth dashboard, please log in to your account.

    Contact us

    Please fill in all the mandatory fields.

    To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

    *Required fields
    Disclosures

    Shane Sienko, NMLS # 2398797 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

    Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.