What institution should I select for RBC Direct Investing?

INITIATE ATON TRANSFER REQUEST

  1. Log in to Client Portal
  2. Click Transfer & Pay followed by Transfer Positions
  3. Select Incoming 
  1. Select the Region ("Canada") of the delivering firm
  2. Select ATON (Automated Transfer Online Notification)
  3. Click SELECT button and enter broker information
  4. Click CONTINUE button

Please Note

  • You should choose RBC Dominion Securities.
  • You will need to enter your full 10 digits RBC account number without any spaces & dashes in between, and not the 8 digits RBC account number. Although your RBC statement might only show 8 digits, the full account number consist of 10 digits. Please ask RBC for your full 10 digits RBC account number for the purpose of ATON transfers.
  • Only available for Canadian and US stocks, options and cash.

Find more information on Account Transfer on Notification (ATON) on the IBKR website.

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