Pre-IPO investing through a corporate account

Pre-IPO investing is available through corporate accounts at Questrade. 

Before you start

• You need a self-directed corporate Cash or Margin account. 

• Your corporation must be a Canadian resident corporation outside Quebec.

• Pre-IPO is available on Questrade web only.

• You cannot buy Pre-IPO units on margin.

Does your corporation qualify?

Your corporation qualifies in one of two ways.

1. Through the corporation's own assets

The corporate account holds net equity of at least $5,000,000 CAD at Questrade. There is no ownership requirement.

2. Through your personal accredited status

You own 100% of the corporation, and you are verified as an accredited investor yourself.

How to get verified

If qualifying through the corporation's assets, your corporation is verified automatically based on net equity held in the Questrade account. Check the Pre-IPO page (opens in a new tab) to confirm your status.

If qualifying through your personal status, confirm that you own 100% of the corporation, and complete your own accredited investor verification (if not already verified) by following these steps:

1. Log in to Questrade on the web.

2. Navigate to Products > Private Markets > Pre-IPO.

3. Select Submit documents.

4. Choose Qualify by income or Qualify by net financial assets.

5. Upload your documents and select Submit for review.

Verification takes up to 5 business days. We email you the outcome. Once verified, your status is valid for 12 months, after which you re-verify before making a new investment. Existing investments aren't affected.

Investing from your corporate account

Once verified, the process is the same as an individual account. Browse live offerings, review the details, and place your order. See how to invest in a Pre-IPO opportunity.

Pre-IPO investments are priced and settled in USD. To place an order, your combined USD buying power must be sufficient to cover the investment amount plus the transaction fee.

When you submit an order, your buying power is reduced by the total cost (investment amount plus transaction fee) on submission. For orders placed on weekends, buying power is reduced on the next available business day.

Minimums start from $5,000 USD per order. Units are limited and allocated first-come, first-served by order timestamp.

Questrade Plus subscribers get first access to place orders, followed by waitlist members for that offering, then all other clients.

You can join waitlists for upcoming opportunities to express interest and get early access when those offerings become available.