Online Access
RBC CORRESPONDENT SERVICES
RBC’s INVESTOR CONNECT
Every client of NBC Securities, Inc., that has assets held at RBC Correspondent Services, has secure online access to his or her accounts through the investor connect portal. It gives clients simple, and easy access to the information that matters most. Clients can access the Investor Connect portal by clicking the link at the top of this webpage or by going directly to https://www.investor-connect.com.
If you are a first-time user of Investor Connect, we encourage you to watch the series of short educational videos at the following link so that you can familiarize yourself with the portal and the layout.
RBC CONNECT APP
You can download the RBC Connect app in the Apple App Store or the Google Play Store and login using your Investor Connect Username and Password. This will provide you with freedom, flexibility and secure on-the-go access to information and tools that may help enhance your client experience. Available for your iPhone®, iPad®, the RBC Connect app is free on the App Store® or Google Play™.
CIRCLEBLACK
1 It allows you to see a consolidated view of your accounts held with us at NBC Securities, or any accounts on which we are listed as the advisor. This is includes current holdings/positions and performance statements.
2 It allows you to add held away accounts that we are not the direct advisor on. Examples would be bank accounts, 401(k)/403(b) accounts or brokerage accounts. The benefits here are it offers you one convenient place to see all your accounts, with the flexibility to share with us viewing access to these accounts or to keep confidential (your eyes only). There is even a CircleBlack iPhone and Android app available, which makes tracking your account convenient when you are ‘on the go’ or travelling.
3 At your discretion, you may choose to share held away accounts with us. By default, we cannot see any held away accounts. You would have to intentionally go into the settings and click on ‘Manage Accounts’ and choose what accounts you want us to see. The benefit here is that on accounts on which you grant us viewing access, we can see your current holdings and allocations and will be able to give specific investment advice or incorporate this data into your financial plans. For those of you for which we do active financial planning, shared data would feed right into our financial planning software.
4 CircleBlack is considered to be safe and secure by never storing your login credentials and uses bank-level encryption for all data storage.
MoneyGuidePro®
We also offer MoneyGuidePro®, a financial planning and account aggregation/consolidation platform, to enable our clients to see a complete Snapshot of all their assets and liabilities no matter where they’re held. If you have an MoneyGuidePro® account click the MoneyGuide image below to log in, and if not give us a call today to talk about how MoneyGuidePro® may be able to simplify your life and your finances.