Lesson Explore QuestMobile

QuestMobile overview

Get an overview of the QuestMobile trading app, designed for anyone who wants to start investing.

QuestMobile Homepage

QuestMobile is a new, easy-to-use trading app designed for anyone who wants to start investing in the stock market.

Easily trade stocks and ETFs with real-time quotes, research and access investment details, and manage and fund all your Questrade accounts in one intuitive app.

Take the power and experience of QuestMobile on the go, and never miss an investment opportunity.

Tap the Apple App store or Google Play store icons, or scan the QR codes to download the app.

Download on app store
Download on app store
QuestMobile QR download iOS
questmobile-qr-download-android

Enhanced login experience

  • Starting with the login experience, we’ve simplified the process of accessing your account.
  • When you log in for the first time, depending on your mobile device’s available hardware, you may be asked to set up your biometric ID (fingerprint or face ID/recognition).
  • Log in securely in seconds so you never miss a trading opportunity again.

QuestMobile was built from scratch to provide a user-friendly trading experience. Questrade is constantly adding new tools and expanding account management capabilities, so keeping your app up-to-date ensures access to the latest features.

 

Navigating the platform

Let's walk through some tips for navigating the platform. This will be slightly different if you're investing with a self-directed account or a Questwealth Portfolios account.

Your homepage has been designed to simplify your trading experience, and get you the information you’re looking for as quickly as possible.

Home Page QuestMobile
  1. You can view your All accounts balance over time, or swipe left or right on the top chart to switch between your different investment accounts.
    • If you have a large number of accounts, you can also tap the account name at the top to view a list of your accounts in a scrollable list.
    • Tip: You can also add a nickname for your accounts to make it easier to view at a glance.
    • Swipe down to refresh your balances with our Snap quotes feature.
  2. Your Total Equity (cash + investments) is shown at the top of the screen.
    • Tap here for a more detailed view, including separate CAD and USD balances, deposits, withdrawals, and more.
    • Tap the small Eye icon right above your balances to access Discreet Mode and hide your balances at a glance. Tap the icon again to re-display your balances. This can be useful for increased privacy if you use QuestMobile in public.
  3. Tap the small Date bubble at the bottom right of the chart to change your chart’s time range.
Active Portfolio QuestMobile
  1. Get easy access to your account transactions, Watchlists, and more with the buttons below your chart. We’ll explore these areas in more detail further below.
    • If you have a self-directed account, just below these buttons, you will find any Open orders you currently have for an investment. You will also find upcoming Events like earnings or dividends. Tap the notification for more info.
  2. Questwealth Portfolios accounts feature a Risk Tolerance Questionnaire (RTQ), allowing you to easily review and adjust your portfolio's risk level.
    • Select Review portfolio to retake the portfolio questionnaire right on your phone. You will be assigned a new portfolio if changes are needed to match your new risk profile.

 

Account balances

Account Balances QuestMobile

As you scroll down on the home page, you’ll see the Account balances section.

Here, you will find your Total equity, Cash, Market value, Open P&L and Today’s P&L balances. If you’re viewing a self-directed account instead of the All accounts view, you’ll also see your Buying power.

  • Tap the green or red bubble beside Today’s P&L to switch between dollars, or percentages.
  • For a more detailed view of your balances, select See all.

Tip: If you have questions about terms on this page like P&L or Simple rate of return, Learning mode is here to help. Learning mode helps you learn new trading terminology, and understand how the market works so you can become a better trader.

To enable Learning mode, tap the Menu in the top left-hand corner, select Settings, then Investing and toggle on/off Learning mode.

 

Positions

Account Positions
  1. Tap either Position value to see the total value of an investment, or Symbol price for the current price per share.
  2. Select any of your investments to view detailed information on that stock or ETF’s quote page.

 

Transaction history

Transaction History QuestMobile

At the bottom of the page, you’ll see your transaction history. This includes deposits, withdrawals, and dividends or interest payments.

  • Swipe to the left to view more transactions, or tap See all for a more detailed view.

 

Simplified quotes and charts

The quotes page shows a wealth of information related to the stocks and ETFs you’re looking for. This is also where you can go to review charts, your existing positions, past orders for that specific ticker symbol, and relevant news articles.


There are three easy ways to head to the Quotes page:
Accessing Quotes and charts page
  1. Tap the green Buy/Sell button from your homepage. 
  2. Tap the Magnifying glass icon from the top right.
  3. Tap on any company name or ticker symbol from your positions or watchlists.

 

The Quote page

The Quote page QuestMobile
  1. On the quote page, the stock or ETF's ticker symbol and company name or description will be displayed at the top. You will also see the last traded price and the currency, along with the price change specific to the time period you've selected.
  2. Tap the Star icon on the top right to add this symbol to any of your watchlists.
  3. Change the displayed time range of the security between one day (1D) and the entire trading history (Max).
    • You can also tap and hold anywhere on the chart to view details about that specific trading period.
    • Tap the full screen icon at the bottom right of the chart to switch to a bigger view. Rotate your device to its side for a large view of the chart.
  4. Swipe down to refresh your quote to the up-to-the-second price with our Snap quotes feature. Your quotes and prices are also always updated when you go to a new page.

 

Key Statistics

Quote Page Key Statistics

Below the historical performance chart, you’ll find the Key statistics about the stock or ETF you have selected. This is commonly called a Level 1 trading quote.

The Key statistics section has detailed information to give you a statistical perspective of how the asset is currently trading in relation to its past performance, key ratios, upcoming important dates, and more.

  • Swipe left on the key statistics to view even more information.
  • Check out our article about Level 1 trading quotes to learn more.
Buy and Sell buttons on QuestMobile

If you’re looking to trade shares of a company or an ETF, simply tap the  Buy or Sell buttons at the bottom of the screen to open the Order entry window.

Remember: If you have questions about the information or terms used in this area, you can always turn on Learning mode.

 

Positions and Orders

Orders on QuestMobile

Under Key statistics, if you own shares of this symbol, you’ll see some details about your investment under Positions.

If you own shares of this symbol in multiple accounts, you can also swipe left and right to toggle between accounts.

  1. Important information like your Open Profit and Loss (P&L), the average cost per share, and the market value of your position can be seen here.
  2. You can also see your orders from the last 30 days for this symbol below this area. Swipe left or right to scroll through your orders, or tap See all to view them in a list.
    • Tap the pencil icon to modify or cancel an existing, eligible order.

Remember: Enable Learning mode for more details about any of these terms.

Research provided by TipRanks

At the bottom of the quotes page, you’ll see research tools powered by TipRanks and any News articles related to the symbol you’re viewing.

Tap any article to read it in a full-screen view, or tap See more to view a list of all recent articles.

Research by TipRanks on QuestMobile

Learn more about Research tools powered by TipRanks here.

Seeking Alpha market insights

In order to serve you with a broader spectrum of news, Questrade has integrated the news feed from Seeking Alpha into our platforms, completely free of charge.

Seeking Alpha is the world’s largest investing community, helping connect investors to share new investing ideas, discuss news, and make better informed investment decisions.

At the bottom of a stock or ETF’s quote page, you’ll see the market insights section powered by Seeking Alpha.

Check out the latest online commentary about your favourite stock or ETF, and toggle between Bulls say and Bears say.

Bulls generally believe in positive outcomes, and provide commentary that supports their position that the stock or ETF will continue to rise in price and outperform.

QuestMobile Bulls say news

Whereas Bears generally believe in negative outcomes, and will state their opinions about the stock or ETF’s downside, usually predicting underperformance.

QuestMobile Bears say news

Whatever your outlook, Seeking Alpha’s market insights tool has you covered.

Tap any of the articles to read more and to explore the commentary around the tickers you’re interested in.

Note: The information in this blog is for information purposes only and should not be used or construed as financial, investment, or tax advice by any individual. Information obtained from third parties is believed to be reliable, but no representations or warranty, expressed or implied is made by Questrade, Inc., its affiliates or any other person to its accuracy.

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