October 30, 2025 · New feature
Greenline now supports RBC Direct Investing
Upload your RBC Direct Investing statement and your holdings and cost basis get pulled in automatically.
RBC is Canada’s largest bank, and Direct Investing is its self-directed arm. It launched in 1996 as RBC Action Direct and was renamed RBC Direct Investing in 2006. It is also the only bank-owned online brokerage in Canada that lets you hold and trade in multiple currencies at once, which is part of why it is a common home for Canadians who hold a meaningful amount of US stocks.
Now all of that finally sits inside Greenline.
Upload your RBC Direct Investing PDF statement and your positions, cost basis, account type, and multi-currency balances come in automatically. No more juggling a CAD account view and a USD account view to remember what you actually own.
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