Introduction to your account

Access different areas of the website to make administrative changes to your account, place trades, and learn more about industry terms and the market.

1. Accounts
   • View a historical overview of your accounts. Access administrative requests and make changes to your accounts.
2. Trading
   • The web-based trading platform to place trades, and see account balances in real time.
3. Other Platforms
   • Download our mobile app or add Questrade Edge, our advanced trading platform.
4. Market Research
   • Where to find the latest market news using Intraday Trader. Research mutual funds using Mutual Fund Centre, and subscribe to the Bonds Bulletin and Daily Ticker newsletters.
5. Learning Centre
   • Access Help & How-To, the Glossary, and view helpful Fact Sheets.

1. Account Summary
   • View the value of all your accounts combined. The numbers represent the overall Canadian dollar value as of the previous trading day, even if you hold US dollar investments.
   • All in CAD: U.S. dollar amounts are totaled in Canadian dollars.
   • Unrealized gains (losses): Total profit (or loss) from open positions that haven’t yet been closed. This is displayed separately in CAD and USD
   • Total Market value: The current value of your investments using the best-available market price.
   • Total equity: The total value of your investments and cash.
     
2. Quick links to popular pages

    

   
3. List of Accounts
   • View the list of all your Questrade and Questwealth accounts and their 8-digit account numbers. You can click on each entry to be taken to the Investment Summary page.
   • Cash: The amount of cash in the account, valued all in CAD.
   • Market Value: The value of the positions in the account, all in CAD.
   • Total Equity: Cash + Market Value, all in CAD.
4. List of Account Transfers
   • If you have an incoming account transfer, it will appear here. You can review ongoing broker to broker account transfer requests, including any updates that need your attention.

View and download automatically generated reports for your accounts. All reports include information for the last 7 years.

1. Investment summary
   • Displays the end of day values of your accounts (balances, book value, % return, etc) from any day within the last 7 years.
2. Investment return
   • Displays interactive graphs showing the returns of your accounts.
3. Account activity
   • View all account activity (trades, deposits, withdrawals, dividends, and more) for your accounts. Filter by date range and activity type.
4. Statements
   • Account statements for your self-directed and Questwealth accounts, available monthly or quarterly.
5. Trade confirmations
   • The trade confirmations for all trades made in your self-directed accounts. Filter by symbol and/or date.
6. Tax slips
   • Download relevant tax slips generated for your accounts.

Make changes to your individual accounts: adjust account settings, add or change a market data subscription, download and upload forms, manage authorized traders and beneficiaries.

1. Account Management
   • View and make changes to individual accounts, including adding or removing an authorized trader, billing account, option level, margin power, currency settlement.
2. Market Data
   • Learn more about additional market data packages available and choose to add or remove a monthly subscription.
3. Find Forms
   • Download the relevant forms to make changes to individual trading accounts, or to update information about your Questrade account.
4. Upload Documents
   • The area where you can upload digital copies of the documents in Find Forms securely, as well as other documents such as void cheques and photo IDs.
5. Refer a Friend
   • Access your unique referral code to invite others to use Questrade.
6. Manage Participants
   • Add or change information about authorized traders and beneficiaries.

Learn about all the ways you can fund your account, or initiate a transfer-in from another broker.

1. Instant deposit
   • Instantly fund your account using your Canadian Visa and Interac Debit card for up to $10,000 per day (or your bank’s daily transaction limit). Please contact your bank to authorize deposits over your daily maximum.
2. Online banking
   • The web-based trading platform to place trades, and see account balances in real time.
3. Pre-authorized deposit
   • Set up a one-time or recurring pre-authorized deposit. You can also use this option to fund your account with US Dollars.
4. Transfer account to Questrade
   • Transfer an account from another financial institution to Questrade, as long as the account types match (TFSA to TFSA, RRSP to RRSP, etc). If your current institution charges a transfer out fee, you can receive a rebate of up to $150 to cover it.
5. Other funding methods
   • Information about how to fund by wire transfer, cheque, stock certificate, bank draft, and money order.

Submit requests to make internal changes to your accounts, and to withdraw funds.

1. Exchange funds
   • Convert the cash in your account between Canadian dollars (CAD) and U.S. dollars (USD).
2. Transfer funds
   • Transfer cash between any two of your Questrade accounts.
3. Transfer investments
   • Transfer securities between any two of your Questrade accounts.
4. Withdraw funds
   • Withdraw cash to your bank account.
5. Corporate actions
   • Submit a request to take action for a company’s voting events.
6. Exercise an option
   • Exercise long calls or puts, or choose to have them expire worthless.

Direct link to the web-based trading platform.

View your account inbox and profile details. Adjust account settings, submit feedback, and access Help resources.

Learn more about connecting third-party applications through App Hub.