Step to RBC Online Banking
Step-by-Step Guide to RBC (Royal Bank of Canada) Online Banking:
Step 1: Enroll in RBC Online Banking
If you are a new user:
Go to RBC Online Banking Sign-Up Page
Click “Enroll Now” or “Sign up for Online Banking.”
Provide:
RBC Client Card or Credit Card number
Postal code
Account verification (via phone/email or card PIN)
Set your username and password
Confirm your registration
Step 2: Log in to RBC Online Banking
Visit: RBC Online Banking Login
Click on “Sign In” in the top-right corner
Enter your Client Card Number or Username
Enter your Password
Click “Sign In.”
Step 3: Navigate the Dashboard
After logging in, you’ll see your account summary including:
Chequing/Savings accounts
Credit cards
Investments
Loans & mortgages
You can:
View balances
Download eStatements
Review transaction history
Step 4: Perform Transactions
From the menu, you can:
Transfer funds between RBC accounts
Pay bills (utilities, credit cards, etc.)
Send Interface e-Transfers
Set up pre-authorized payments
Schedule future payments
Step 5: Manage Your Settings
You can:
Change passwords and security questions
Update email and mobile alerts
Set up 2-step verification
Link external accounts
Step 6: Use the RBC Mobile App (Optional but recommended)
Download from the App Store or Google Play
Log in using the same credentials
Enjoy features like:
Fingerprint/Face ID login
Mobile cheque deposit
Location-based ATM/branch finder
Step 7: Ensure Security
Log out after each session
Do not share your password
Monitor your account regularly for unauthorized activity
Step 8: Access Advanced Banking Features
Once you’re comfortable with the basics, explore these features:
Recurring Payments & Transfers
Set up automatic transfers (e.g., saving a fixed amount every month)
Automate bill payments to avoid late fees
Track Investments
View your RBC Direct Investing accounts
Monitor mutual funds, RRSPs, TFSAs, GICs, and more
Use online tools for portfolio performance tracking
Tax Documents & Statements
Download year-end tax documents (e.g., T5, T4RSP)
View historical eStatements (up to 7 years)
Apply for New Products
Open a new account (e.g., chequing, savings)
Apply for loans, mortgages, or credit cards
Get instant pre-approval decisions online
Step 9: RBC Security Features
RBC prioritizes security in online banking:
✅ Two-Step Verification
Enabled during login or when making sensitive changes
Involves a code sent via SMS or email
RBC Digital Banking Security Guarantee
If unauthorized transactions occur, RBC guarantees full reimbursement if you’ve met security responsibilities
Best Practices
Use strong, unique passwords
Turn on transaction alerts
Regularly review account activity
Never share your login information, even with family
Step 10: Get Help & Support
If you need assistance:
Online Support
Use the “Ask NOMI” chatbot for quick help
Visit the RBC Help Centre
Call RBC
From Canada: 1-800-769-2511
24/7 customer service is available for banking help
Visit a Branch
Use the Branch Locator on the website or app to find the nearest RBC branch or ATM
Optional: Link External Accounts & Services
Link accounts from other financial institutions for consolidated views
Integrate RBC with budgeting apps or tax software (e.g., QuickBooks, TurboTax)
Summary Checklist
✅ Enroll in RBC Online Banking
✅ Sign in securely
✅ Access account details & history
✅ Transfer money & pay bills
✅ Use the mobile app for on-the-go banking
✅ Set alerts and enable two-step verification
✅ Apply for new products and manage investments
✅ Contact support if needed
VIDEO SCRIPT: “How to Use RBC Online Banking – Full Tutorial”
[Opening Scene: Upbeat music + RBC Logo animation]
Narrator:
“Welcome to this quick and easy tutorial on how to use RBC Online Banking! Whether you’re a new user or need a refresher, we’ll walk you through everything—step by step.”
Scene 1: Introduction
[On screen: RBC website homepage, zooming into the ‘Sign In’ button]
Narrator:
“RBC, or Royal Bank of Canada, offers one of the most secure and user-friendly online banking platforms. Let’s start by signing up.”
Scene 2: How to Enroll
[On screen: Hover over ‘Online Banking’ > Click ‘Enroll Now’]
Narrator:
“To enroll, go to rbcroyalbank.com and click on ‘Enroll Now’ under Online Banking. You’ll need your RBC Client Card or Credit Card, postal code, and some account details.”
[On screen: Form filling demo with placeholder info]
Narrator:
“Create a secure username and password, and you’re good to go!”
Scene 3: Logging In
[On screen: RBC homepage > Sign In > Login page]
Narrator:
“Now that you’re registered, return to the homepage and click ‘Sign In.’ Enter your Client Card number or username, followed by your password.”
[On screen: Demo login process]
Scene 4: Exploring the Dashboard
[On screen: Account Summary page with balances, recent transactions]
Narrator:
“Once logged in, you’ll see your Account Summary—showing balances for chequing, savings, credit cards, loans, and investments.”
Scene 5: Transferring Money and Paying Bills
[On screen: Click ‘Pay Bills’ > select a payee > enter amount]
Narrator:
“To pay a bill, click on ‘Pay Bills,’ choose your payee, and enter the amount. You can also transfer funds between accounts or send Interac e-Transfers.”
Scene 6: RBC Mobile App
[On screen: RBC app on phone, user logging in with Face ID]
Narrator:
“Don’t forget the RBC Mobile App—available on iOS and Android. You can check your balances, deposit cheques, and even send e-Transfers on the go.”
Scene 7: Security Tips
[On screen: 2-Step Verification screen, security alerts setup]
Narrator:
“Enable two-step verification, set up email alerts, and regularly change your password. RBC also offers a Digital Banking Security Guarantee.”
Scene 8: Getting Support
[On screen: RBC Help Center page, call RBC screen]
Narrator:
“Need help? Use the chatbot ‘Ask NOMI’ or call RBC directly at 1-800-769-2511. Their support is available 24/7.”
✅ Closing Scene: Recap
[On screen: Checklist animation]
Narrator:
“Let’s recap:
✔️ Sign up for Online Banking
✔️ Log in securely
✔️ Pay bills & transfer funds
✔️ Use the mobile app
✔️ Stay safe with strong passwords & alerts
✔️ Contact support when needed.”
Narrator (Call to Action):
“If you found this video helpful, don’t forget to Like, Subscribe, and hit the bell icon for more tutorials!”
[On screen: Subscribe button animation + RBC logo + website link]
Screen Recording Script: RBC Online Banking – Step-by-Step Guide
Intro Scene (10–15 sec)
Voiceover:
“Welcome! In this tutorial, you’ll learn how to use RBC Online Banking—from signing up, logging in, to making payments and staying secure.”
On Screen:
Show RBC logo
Navigate to rbcroyalbank.com
Highlight or zoom in on the “Sign In” button
Step 1: Enroll in RBC Online Banking (30 sec)
Voiceover:
“If you don’t already have an account, click on ‘Enroll Now’ under the Online Banking section.”
On Screen:
Hover over “Banking” in the top nav
Click Online Banking > Enroll Now
Fill out fake data for demonstration (Client Card, Postal Code)
Show form steps briefly: set username/password, confirm info
Step 2: Logging In (20 sec)
Voiceover:
“Once you’re registered, head back to the homepage and click ‘Sign In’. Enter your Client Card or username and your password.”
On Screen:
Return to homepage
Click Sign In
Enter sample login credentials (blur out or use a demo account)
Click Submit/Login
Step 3: Explore the Dashboard (30 sec)
Voiceover:
“After logging in, you’ll land on the dashboard. Here you can view all your accounts, recent transactions, and account balances.”
On Screen:
Hover over Chequing, Savings, and Credit Card accounts
Click one account to show the transaction history
Show eStatement download option
Step 4: Pay Bills & Transfer Money (45 sec)
Voiceover:
“To pay a bill, go to ‘Pay Bills’, select a payee, enter the amount, and click continue. You can also send e-Transfers or schedule recurring payments.”
On Screen:
Click “Pay Bills.”
Select a payee (e.g., Hydro One)
Enter an amount and submit
Navigate to “Interac e-Transfer” > Send Money
Enter the recipient email, amount, and security question
Step 5: RBC Mobile App (25 sec)
Voiceover:
“You can also use the RBC Mobile App to bank on the go. Log in with Face ID or fingerprint and access all the same features.”
On Screen:
Show phone screen recording
Open the RBC app
Log in via biometric
Show home screen, quick balances, and bill payment
Step 6: Set Up Security (30 sec)
Voiceover:
“Enable two-step verification for extra protection. You can also set transaction alerts by email or SMS.”
On Screen:
Go to Profile or Settings
Show “Security” tab
Enable 2-Step Verification
Go to Alerts > Set up low balance or withdrawal alerts
Step 7: Get Help (20 sec)
Voiceover:
“If you need support, use the Ask NOMI chatbot or call RBC directly. Their Help Centre is available 24/7.”
On Screen:
Show the Help link at the top
Click “Ask NOMI” chatbot
Hover over Contact numbers or FAQ links
✅ Final Scene: Recap & Call to Action (15–20 sec)
Voiceover:
“Now you know how to use RBC Online Banking. Like and subscribe for more helpful tutorials!”
On Screen:
Quick flash through: Dashboard > Pay Bills > Mobile App
Show a checklist animation of what was covered
End with subscribe animation and RBC logo