Lesson Account summary and management

The Account Summary Page

Learn how to read the summary of your investing account.

The account summary page, available through your MyQuestrade online portal, allows you to view detailed information about all of your accounts, mortgage applications and more.

Note: If you've set the Web trading platform as your homepage in your Settings, simply click the top left navigation menu to return to the account summary page.

Summary of My Accounts

Your summary page is your default homepage after logging in online.

  1. View the balances of all your investing accounts combined in Canadian dollars (even if you hold U.S. currency or investments).
    • Your Cash, Market Value, and Total Equity balances are displayed using live data (when you refresh your page), and your Open P&L is shown as of the previous trading day.
      • To view your live P&L, head to the trading platform by clicking the green Trade button at the top right.
    • For more information on terms like ‘Total equity’ or ‘Open P&L’, check out our Understanding your balances article.
  2. The Quick Links section on the right lets you quickly access common requests like funding, withdrawals, account activity and more.
Summary of my accounts section displaying account balances and Quick links

New Accounts

Below the Summary of my accounts section, you’ll see any applications you have in progress under the New accounts header.

Mortgage applications can also be resumed from your summary page, giving you easy access to all your accounts on one page. Just select the appropriate button next to the application to pick up where you left off.
New Accounts section displaying account applications
To delete a Self-directed account application, go into the application and click 'discard' at the bottom. For Questwealth, complete the questionnaire first before discarding it.

Investing Accounts

Here, you can see a snapshot of your Investing accounts and balances, including Questwealth Portfolios and QuestMortgage accounts.
Investing Accounts section showing current accounts
  1. Select the arrow next to any of your completed accounts to view more in-depth information on the Investment Summary page.
  2. You can start a new account application from this area.
  3. Select here to head directly to your mortgage dashboard to view more in-depth information.
  4. If you’re looking to apply for a QuestMortgage, you can do so here.
  5. Select here to head directly to your mortgage dashboard to view more in-depth information.

Active Request

At the bottom of the page, you’ll see any Active Requests that are in progress.

Active requests such as withdrawals, brokerage transfer ins, internal transfers, and more can be seen here.

Click the More details button to be taken directly to the request history page for more information or to modify your request.

You will see the corresponding account number, the date and time of your request, and other relevant information in this section.

Active request section showing transfer and PAD requests

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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