Questwealth Portfolios accounts feature a Risk Tolerance Questionnaire (RTQ), allowing you to easily review and retake the questionnaire.
If your financial situation or goals have changed, you can retake the questionnaire at any time by selecting
Review Portfolio. Based on your new risk profile, we will match you with a new portfolio.
- The Risk Tolerance Questionnaire is available on the QuestMobile app and on the Questrade Trading platform.
To find the Risk Tolerance Questionnaire on QuestMobile, log into your account on the app, scroll down below your chart, and select Review Portfolio.
To retake the questionnaire online, log in to Questrade through a web browser, select the Menu icon in the top left corner, head to Accounts, Account Management, and
then choose Redo Questionnaire.
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