Create Account - RBC Whealth

Personal Information

First Name

Last Name

Email Address

Phone Number

Date of Birth

Gender

Social Security Number

Mother's Maiden Name

Address Information

Street Address

City

State/Province

Zip/Postal Code

Country

Additional Information

Employment Status

Primary Source of Income

Occupation

Employer Name

Next of Kin Details

Full Name

Relationship

Email Address

Phone Number

Address

Financial Profile

Do you have other bank accounts at other financial institutions?

Yes

No

Do you have credit cards with other financial institutions?

Yes

No

Do you have investment accounts with other financial institutions?

Yes

No

Do you have a 401(k) account?

Yes

No

Do you have a home equity line of credit account?

Yes

No

Do you have a business account?

Yes

No

Do you have a mortgage account?

Yes

No

Document Upload

Profile Picture

Change

Profile Picture

Upload a clear photo of yourself

Max file size: 5MB (JPG or PNG)

Utility Bill

Upload a copy of your home utility bill

PDF, JPG or PNG format (Max 10MB)

ID Document

Upload a government-issued ID

Passport, Driver's License, or National ID (Max 10MB)

Account Setup

Select Account Type

Savings Account

Checking Account

Business Account

IRA

401(k)

Escrow

Brokerage

Certificate of Deposit (CD)

Primary Currency

Expected Initial Deposit

Would you like to receive a debit card with your account?

Yes

No

Would you like to sign up for online banking?

Yes

No

Security Setup

Username

4-20 characters, letters, numbers and underscore only

Password

Minimum 8 characters, at least one letter and one number

Confirm Password

PIN (4 digits)

4 digits only - used for transactions and account verification

Security Questions

Security Question 1

Answer

Security Question 2

Answer

Enable Two-Factor Authentication

Recommended for enhanced security. You'll receive a verification code via email or SMS when logging in.

I agree to the Terms & Conditions and Privacy Policy

Create Your Account

Personal Information

Address Information

Additional Information

Next of Kin Details

Financial Profile

Document Upload

Profile Picture

Account Setup

Security Setup

Security Questions

Terms & Conditions

1. Account Terms

Privacy Policy

1. Data Collection