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How to Invest with a Robo-Advisor - RBC InvestEase

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Hello, and thank you so much for joining me for another video. For this video I'm

very excited to share it with you because I'm gonna walk you through,

number one, what it looks like and what it means to invest with a robo-advisor,

but I'm gonna specifically walk you through how to invest with RBC's new

robo-advisor called RBC InvestEase. So, what that actually means is I'm gonna

kind of walk you through their investor questionnaire, where it kind of takes a

bunch of information from you and then determines what your ideal asset mix is

between, you know, equities and fixed income. And then I'm actually gonna show

you what the dashboard looks like because I actually invested some of my

money with them. So, I'm gonna show you once you invest your money, what it

actually looks like on the inside. So, super excited to share this video with

you, so make sure to stick around.

So, first thing I do is go to the website, rbcinvestease.com, and if you scroll

down there's this button that says "Get Started". And as you can see it's

forwarded us to this webpage that basically is their investor profile

questionnaire. Every single kind of digital investing platform robo-advisor

has something like this in it. It will basically ask you a series of questions

in order to kind of determine who you are, what you want, and what is a good

portfolio for you based off a number of factors including your age, your time

horizon, your goals, your risk tolerance, all that kind of stuff. So, this is

pretty common. So, let's go through it and let's see whether it kind of spits out


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