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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.

By Sammy Lau ·
RBC Direct Investing support in Greenline

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.

Get started in Greenline.