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E-FORM 531 (05/2013) AUTOMATIC INVESTMENT PLAN (AIP) SYSTEMATIC WITHDRAWAL PLAN (SVP) Please indicate if you are: Setting up a new Automatic Investment Plan (AIP) Setting up a new Systematic Withdrawal
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How to fill out rbc automatic investment plan

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How to fill out rbc automatic investment plan:

01
Visit the RBC website or visit a local RBC branch to obtain the necessary forms and documents for the automatic investment plan.
02
Fill out the required personal information, including your name, address, social security number, and contact details.
03
Provide your banking information, including your account number and routing number, to set up the automatic withdrawals for the investment plan.
04
Specify the investment funds or products you would like to invest in through the automatic investment plan.
05
Determine the frequency and amount of the automatic investment contributions. This can be done on a weekly, monthly, or quarterly basis.
06
Review the terms and conditions of the automatic investment plan and understand any associated fees or charges.
07
Sign and date the application form, indicating your agreement to participate in the automatic investment plan.
08
Submit the completed application form and any required supporting documents to RBC through the provided channels.

Who needs RBC automatic investment plan:

01
Individuals who want to regularly invest a specific amount of money without the need for manual transactions.
02
People who prefer a systematic and disciplined approach to investing, ensuring consistent contributions to their investment portfolio.
03
Investors who want to take advantage of dollar-cost averaging, which can help reduce the impact of market volatility on their investment returns.
Note: It is advisable to consult with a financial advisor or contact RBC directly for personalized guidance and to understand all the terms and conditions before proceeding with the automatic investment plan.
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RBC Automatic Investment Plan is a service offered by Royal Bank of Canada (RBC) that allows investors to automate their investment contributions periodically.
Individuals or entities who wish to automate their investment contributions with RBC can choose to enroll in the RBC Automatic Investment Plan.
To fill out the RBC Automatic Investment Plan, interested individuals or entities should contact RBC and complete the necessary forms and agreements to enroll in the plan.
The purpose of the RBC Automatic Investment Plan is to provide investors with a convenient and systematic way to contribute to their investment accounts without the need for manual involvement.
The RBC Automatic Investment Plan typically requires the investor's personal information, investment account details, fund choices, and contribution amount and frequency.
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