Lesson Updating your profile

How to update spousal information in your profile

How to update spousal information on your profile

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A step-by-step guide to update your spouse or common-law partner’s details on your Questrade account.

PC/Mac - Update your spousal information

Step 1: Log-in to your Questrade account.

log-in-to-questrade-home-screen

Step 2: Navigate to the Summary page (If you’re not already there).

If you’re on the trading platform after logging in, simply click “Trading” at the top right, then “Accounts”.

accounts-summary-page-desktop

Step 3: Click on your name in the top right corner and select “Profile” from the drop down list.

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Step 4: Under the ‘Personal’ tab, choose the relevant marital status, then enter your spouse or common-law partner’s details, then click the green “Save and continue” button at the bottom right of the page to save the information.

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Mobile - Update your spousal information

Step 1: Log-in to the Questrade website on your mobile device. (Not the mobile app)

log-in-to-questrade-mobile

Step 2: Tap on the Menu icon in the top left corner.

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Step 3: Tap on the Profile button from the navigation menu

profile-button-mobile menu

Step 4: Make sure you’re on the “Personal” tab, then scroll down to your marital status & spouse details.

profile-personal-mobile

Step 5: Choose the relevant Marital status, then enter your spouse or common-law partner’s details.

Once you’re finished, you can tap the green “Save and Continue” button to finalize your update.

spousal-update-section-mobile

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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