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Import RBC Direct Investing PDFs

Last updated: 2025-10-30

It’s easy to download and import your RBC investment data into Greenline.

Steps

  1. Log in to your RBC account.
  2. At the top right, click on Profile.
  3. Under the Account Management section, click View & Manage Documents.
  4. Under What documents are you looking for? select Statements & annual reports.
  5. From here, select the Account and Date Range.
  6. Click Show Documents.
  7. Download the documents to your computer.
  8. Just drop this into Greenline!

Still having trouble? Contact us at support@usegreenline.com.

Still having trouble?

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