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RBC Funds Access Capital Community Investment Fund Class IS New Account Application Please do not use this form for IRA accounts Mail to: RBC Funds/o U.S. Bank Global Fund Services PO Box 701Milwaukee,
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Gather all relevant financial documents such as bank statements, investment portfolios, and tax returns.
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Schedule a meeting with an RBC Wealth Management advisor.
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Provide the advisor with your financial documents and discuss your financial goals and objectives.
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Work with the advisor to develop a personalized wealth management plan that includes investment strategies, retirement planning, and risk management.
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Individuals or families with significant wealth or complex financial situations.
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RBC Wealth Management is a division of the Royal Bank of Canada that provides investment management and wealth management services to high-net-worth individuals.
Individuals or entities with significant investments or assets seeking professional financial management services may choose to work with RBC Wealth Management.
To fill out RBC Wealth Management forms, individuals or entities will need to provide information about their financial goals, assets, liabilities, and risk tolerance.
The purpose of RBC Wealth Management is to help clients grow and protect their wealth through personalized investment strategies and financial planning services.
Information such as income, assets, liabilities, investment holdings, risk tolerance, and financial goals may need to be reported on RBC Wealth Management forms.
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