Wealthbox and RBC Clearing & Custody

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Overview

The RBC integration brings key account data directly into Wealthbox on a nightly basis, giving advisors up-to-date visibility into client holdings without manual data entry. Account balances, positions, and detailed account information, including beneficiary data, are synced automatically, helping advisors maintain accurate records and a complete view of each client relationship.

RBC accounts synced directly into Wealthbox, providing a centralized view of client holdings.
Detailed account information automatically synced, including registration type, status, and key account details.
Up-to-date account balances and positions imported nightly for accurate portfolio visibility.
Beneficiary details synced into Wealthbox to ensure complete and accurate client records.

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Charlie Fargo
“By integrating RBC account information directly into Wealthbox, we’re helping firms eliminate manual processes, maintain clean records, and operate from a single source of truth within their CRM.”

Charlie Fargo, Head of Product Partnerships at Wealthbox

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