Lesson Transfers between Questrade accounts

Transferring investments between accounts

Learn all about how to make a request to transfer investments between Questrade accounts.

Follow these steps to request a transfer:

transfer investments request
  1. Log in to Questrade
  2. Navigate to the “ACCOUNTS” side of the webpage if you’re on the trading platform
  3. Hover over the “REQUESTS” tab in the top navigation bar, and click “Transfer investments”

Enter your transfer details

  1. Choose the ‘From’ or originating account from the drop-down menu.
  2. Select the ‘To’ or destination account below.

Please note: If you are transferring from a Questwealth account to a self-directed trading account, (Or vice-versa) please see the linked article in this lesson for more information. 

Transfer investments select account

On the bottom left, search for the ticker symbol or name of the investment you’re looking to transfer, and click the investment to add it to your request.

On the right side, enter the amount of shares you’re transferring.

Once you’re finished with the details, click the green ‘SUBMIT’ button to complete your request.

Transfer investments symbol and quantity

You can also follow up on your request by clicking the ‘Request history’ tab near the top of the page, feel free to check back here for updates regarding your transfer request.

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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