I use RBC Direct Trading in Canada. I would like to use Sharesight but I can’t figure out how to connect so updates are automatic. I have no way of adding a custom Sharesight email to RBC Direct Trading (that’s what RBC has said). Any ideas on how to connect RBC with Sharesight?
Hi @diannebirtley we support importing RBC Direct trades by importing their trades/ confirmations report. Please follow this guide to import your historical trades.
Please get in touch with our support team via chat or email (support@sharesight.com) if you need any further support.