Questwealth Portfolios

With a Questwealth Portfolios account, your balances and investments (positions) will be shown on the homepage of the QuestMobile app. If you have both a self-directed account and a Questwealth account, your combined balances and positions can be found under the “All accounts” view.

While viewing a specific Questwealth Portfolio, if you scroll down past your chart, you can see your current asset allocations, and selected portfolio. Feel free to tap Review portfolio at the top right to view the specific ETFs you hold in the account.

If you’re looking to change your desired portfolio (because your risk tolerance or time horizon have changed, for example), please log in through your mobile browser, and head to the Account management page.

Questwealth Portfolios feature a Risk tolerance questionnaire, allowing you to easily review and adjust your portfolio's risk level. If your financial situation or goals change, retake the questionnaire to receive a portfolio based on your updated risk profile.

You can access the Risk Tolerance Questionnaire in the QuestMobile app by logging into your account, scrolling down below your chart, and selecting Review portfolio.

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.