How To View Online Electronic Statements For RBC Wealth Management and Edward Jones Accounts


RBC Wealth Management:  pull up account url enter ID & Password (case sensitive passwords) and you may be ask to answer security question to helps verify your identity. From home page click "My Portfolio" on top menu bar, then click "View Online Documents"  from In The Spotlight index box, scroll down on that page to Change Criteria and change Document Type from "Tax Documents" to "Statements" then click "View" then scroll down to "Statements for NCCA 30557310" then click the "Monthly Statement pdf" you want to view, it will also automatically download this file to your computer download folder.  If you still can't get what you want call 800-933-9946.


Edward Jones: pull up account url enter ID & Password (case sensitive passwords) and you may be ask to answer security question to helps verify your identity. From home page click "Documents" on top menu bar, look for and click "All Statements"   under "Latest Documents" - Statements...   Statement page pops up, select the year and month of the statement you want to view, and it also downloads the pdf to you Download Folder.  If you still can't get what you want call 800-441-5203.


 

NCCA Annual Financial Report  |   How To File 990