The Wealthbox + RBC Custody & Clearing integration is a data feed that displays client account information from RBC Clearing & Custody inside Wealthbox CRM on the contact record.                                                                                               

What data is included in the integration?

• Accounts: Number, type, holder, value
• General Info: Demographics, address, risk tolerance, investment objective
• Positions: Securities with symbols, quantities, prices, values
• Beneficiaries: Names, types, percentages

Account Info

General Information

Positions

Beneficiaries

How do I enable the RBC Integration with Wealthbox?

1. In Wealthbox, click on the 3-dot menu in the upper-right, then click on Applications.
2. Find RBC in the list and click the Settings button

3. Click Enable and then save.

   

4. Submit request in RBC Nexus
   • Reach out to your broker-dealer or RIA firm's authorized signer.
   • That authorized signer will then complete a Data Feed (Files) Request in RBC Nexus. You can find the request under: Home Office → Data Files → Data Files Request
5. Once submitted, your Data Feed (Files) Request will be processed by RBC Data Transmission. This typically takes about 3–5 business days.

Other Important Details:

• Auto-linking: Links multiple accounts with matching SSNs
• Users may search and manually link clients by using first name, last name, or SSN searches