User Guide

 

1.      Login Procedure

2.      Login Online Services via Mobile Device

3.      Forgot Password

4.      Settings

         4.1          Change display language

         4.2          Change User ID

         4.3          Change password

5.      Menu Overview

5.1         Overview

5.2         Positions

5.3         Transactions

5.4         Position Details

6.      Menu Portfolio Detail

7.      Menu Portfolio Analysis

8.      Documents

9.      Logout

 

1. Login Procedure

Please follow the procedures below to login.

1. Go to the RBC Wealth Management Singapore website: 

    https://www.rbcwealthmanagement.com/sg/en/

You can launch Online Services using 

 

which is located at the upper right corner of the website.

You can also launch the Online Services page directly:

    https://secure-asia.rbcwealthmanagement.com/auth-avaloq/login


2. To log in, you will require:

  • User ID (Provided in the Online Services welcome letter)

  • Personalized Password (Provided in the Online Services Password letter. You are required to change this password upon first log in).

  • Mobile phone with number registered to receive SMS for Online Services authentication.

3. Input the User ID and personalized password in the screen below.

You will view the subsequent screen as follows. A one-time SMS password (OTP) will be sent to your mobile phone. You can input the SMS OTP and click Login

 
When you login with your Personalized Password for the first time, the system will prompt you to change the personalized password:
 
 
TIPS:
Password composition must comply with password policy as stated below:
  1. It must be a minimum of eight (8) characters in length
  2. It must include the following :
    1.   one upper case letter;
    2.  one lower case letter;
    3. one number;
  3. The new password cannot be the same as the previous 8 passwords.
  4. It rejects passwords that are easy to decipher. (e.g. “abcde”,  “1234”, “AaAaaAA”,  “qwerty”)
Once your new password is saved successfully, you will view the screen as follows. 
 
4. For first time login, you need to set up answers to your secret questions. Please note down the answers and keep them safely. These will be used to prompt you in the future if you need to reset your password online. Upon submit answer, system will direct you to the overview page. 
 
 
5. You may see the “existing login detected” message as shown, for in the following two scenarios:

• If your previous session was logged out due to inactivity within the past hour
• If you are currently logged in via other devices
 
Click Continue to proceed.
 
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2. Login Online Services via Mobile Device

You can login for your Online Services across different devices (desktops, tablets and mobile phones). The pages are designed to be responsive, so as to provide you with the best view on your devices.

 
 
 

3. Forgot Password

If you forget your password, you can click Forgot password link on login page to reset password online.
 

You need to enter your user ID and click Next to proceed. 

You need to provide your answers to secret questions which you have set up upon your first login. If you cannot recall your secret question answers, please contact your relationship manager to request a new password.  

After you provide correct answers to your secret questions, you will view the subsequent screen as follows. A SMS one time password (OTP) will be sent to your mobile phone. You can input the SMS OTP and click Login

You can set your new password in the Password Reset screen. 

 

Once your new password saved successfully, Click Continue to redirect to login page

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4. Settings

You can select display language, change user ID, password and update E-services settings under section Settings. Choose Show more settings to set default display language, default reference currency. You can also set customized portfolio name or position name which is easy to remember or recognize.

4.1 Change display language

Before you login, you can click icon which is located on the right upper corner of the login page to set your language preference. After you log in, you can select the language under section Settings.

4.2 Change User ID

Select Change User ID under section Settings to set your preferred user ID. After setting up the preferred user ID, you can log in by using either the bank’s default 6 digit user ID or your preferred user ID.

4.3 Change password

Select Change password and the set the new password in the new prompt window. Password composition must comply with the password policy

5. Menu Overview

After the login, you will be directed to Overview page. 
 
 You can view the wealth of all your portfolios and single portfolio. Click each single portfolio to view the details. 
 You can click the vertical menu to navigate to the other pages. 
 Number of unread documents shows on the Document icon on the horizontal menu. The settings icon is available for you to customize your Online Services settings or change of password.

 
 

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5.1 Overview

Portfolio detail page provides a summary of your single portfolio. You can view assets and liabilities allocation in graph and matrix table.  


You can view different portfolios by selecting portfolio from the portfolio dropdown list. 
You can also change the reporting currency in the dropdown list. 
Click on 
Positions or Transactions tab in order to see portfolio positions and transactions. 


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5.2 Positions

The tab Positions shows you position details of each single portfolio. You can see information such as position description, quantity, cost and market price, market value & unrealized P/L in %, Value in Reporting currency, etc. 

 

 

 You can click asset group line to show or hide positions of the selected asset group.  
 You can click any position line to view booking details of the selected position.

In the cash account booking page, you can select different time periods and click Filter button to show booking details of the selected cash account. 


You can show Position Details page by clicking the icon 

 

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5.3 Transactions

The tab Transactions shows you the movements for each single portfolio. Cash account transactions are not included. Please check each cash account for booking details.
 
You can search transactions by inputting key words, defining time periods or setting amount range. You can also choose to search by verification date, transaction date or value date of transactions. 

 

 

You can click “…” at the end of the transaction record to show action menu Advice Document to open transaction advice PDF.

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5.4 Position Details

You can view more details such as Valuation, Cost price/ Unrealized Profit, Asset Information in Position Details page. 

 

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6. Menu Portfolio Detail

You can view your portfolio positions for the complete portfolio as well for each single portfolio in Portfolio Detail page.
You can view different portfolio by selecting portfolio from the portfolio dropdown list. 
You can also change the reporting currency in the dropdown list. 

 

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7. Menu Portfolio Analysis

The page Portfolio Analysis page provides summary for the complete portfolio as well for each single portfolio. You can view asset and liability allocation in graph and matrix table. 
You can view different portfolio by selecting portfolio from portfolio dropdown list. 
You can also change the reporting currency in the dropdown list. 
 

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8. Documents

In Documents section, you will be able to view the advices of the transactions executed in the portfolio and the month end client statement. The advices will be generated after the transactions have been verified after the End of Day (EOD) process.  Document Date refers to transaction value date for transaction advices and month end date for client monthly statements. You can either click the selected document line or the icon “…” at the end of the document line to download the PDF. The documents remain available online for 18 months.

The official transaction advices and monthly statements will be sent or available for collection as per maling instruction given. 
 
 

 

All unread documents have New state. You can also see total number of new documents from the Documents icon on top.

You can also view documents by different searching criteria as shown below.

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9. Logout

You can click   to log out your session. Your session will be auto logged out after 15 minutes of inactivity. When you are trying to log in from multiple devices, your previous session will be auto logged out after new session logged in successfully.

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