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Investment Counsellor Services Resources

This page provides important information on resources, including frequently used forms and agreements, and contacts available for our Investment Counsellor Services.

Investment Counsellor Services
Reference Guide
Sign In
The Investment Counsellor Services Reference Guide provides convenient access to frequently used forms and agreements to help simplify the administration of your client accounts—including client forms, Locked in Plans and the Account Agreement Booklet.

Simply sign in and select the forms and resources you require. To obtain a User Name and Password please contact your RBC Investor Services representative.



Investment Counsellor Services Tax Guides
The Investment Counsellor Services Tax Guides provide convenient access to information regarding your tax slips and worksheets and will assist you in preparing your yearly income tax returns.

Investment Counsellor Services Contacts
For more information on Investment Counsellor Services, please contact an RBC Investor Services representative nearest you.
Investment Counsellor Services
Read more about RBC Investor Services' Investment Counsellor Services