Access your tax documents immediately via RBC Wealth ...

Access your tax documents immediately via RBC Wealth Management Online

As a client registered for RBC Wealth Management Online, you can conveniently download your tax documents by visiting or your financial advisor's website and signing in with your user ID and password.

If you have not yet registered for

RBC Wealth Management Online,

1

perform the following steps

to complete registration:

? G ather the account numbers of the RBC Wealth Management accounts you want to view online.

?Visit and click the Register link from within the Access Your Account sign in box.

? F ill out the registration pages and click "Submit."

Access to most account types will be available immediately.*

Access tax documents 1. O nce you have signed in to

RBC Wealth Management Online, select the Documents tab in the top navigation.

Instructions continued on next page.

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

* Based on the type of account or account ownership. Some account types may require additional validation.

Page 2 of 2 Access your tax documents immediately via RBC Wealth Management Online, continued

From the Documents page, within the Filter Your Documents section, use the drop down arrows to:

2.Select account: Choose the account you wish to view.

3.Document type: Select Tax

Documents.

2

3

4

5

4.T ime period or date range: Select

from fixed dates or set up a custom

date range.

5. Click Filter.

6.Under the far right column click

6

Download to open, print and save

the PDF with your tax information.

Paperless elections

If you'd like to trade the clutter of paper and help preserve natural resources by viewing your account statements, tax documents and trade confirmations online only, you can make paperless elections within RBC Wealth Management Online. Select "Paperless" from the Profile & Settings drop down menu in the top right corner. Adjust your paperless preferences and select "Save Changes." When you have a new document to view, we'll send you an email instead of sending a paper document in the mail.

If you need help If you have technical or functional questions about this site, call Client Support Services, toll free at (800) 933-9946 weekdays from 8 a.m. to 10 p.m. ET and Saturday from 10 a.m. to 6 p.m. ET.

If you have investment questions, contact your financial advisor.

RBC Wealth Management does not provide a tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in consultation with your independent tax or legal advisor.

? 2021 RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. All rights reserved.

21-67-00215_6746 (02/21)

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