A Site Navigation Area - Gets you to an array of daily sales ideas, proposal tools, training information and reference materials
B News Express - Provides up-to-the-minute communications from RBC Correspondent Services relating to daily management of your business
C Spotlight - See the latest products and services being offered at RBC Correspondent Services
D Conference Calls & Market Commentary - Provides links to RBC Wealth Management’s market commentaries
E Expand Modules - Customize the layout of the home page by expanding the modules that are of interest to you
F Industry Information - Stay up to date on industry related information
G Directory & My Phone List - A customizable online phone directory listing RBC Correspondent Services personnel
H My Workstation Tools - Offers a customizable launch pad to all RBC Correspondent Services applications
I My Quick Links - Takes you to your most-used links — in just one click
J Connect with Marketing - Find marketing materials and campaigns to help build business
GATEWAY INFOWORKSsm - Opening Doors For Your BusinessOur correspondent Intranet — and the portal to key Financial Advisor tools
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Gateway InfoWorkS is a comprehensive platform featuring marketing, workstation and operational tools.
Financial Advisors use Gateway InfoWorkS for:
n Business Building Tools •Customizableclientbrochures •Marketingfactsheets •Clientprospectingletters •Clientapprovedprintads
n My Workstation Tools - Application Launch Pad •BETALink •FAWebLink •PostEdgeforaccesstoonlineaccountdocuments,confirms,
statements and 1099s •BondDesk •ResearchConnect •Xtiva •Andmany more
n Timely Information •MarketCommentaries •Dailyratesformoneymarketfundsandmargin •Productinformation – Features and benefits – Instructions on integrating products into your business model •Mutualfundnewsandrecommendedlists •CurrentandhistoricalRBCCorrespondentServicesnews •Trainingclasses
0503-CS (07/11)© 2011 RBC Correspondent Services, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. All rights reserved.
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