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The Questwealth Portfolios difference

Our team of experts use technology to bring you a better way to invest.

Investing done right

All Questwealth Portfolios™ are designed by portfolio managers to help your investments grow. And you’ll have the support of 100+ agents ready to help you every step of the way.

Actively managed portfolios

Your portfolio is actively managed by experts who watch the market and adjust your portfolio when needed. Using research, the portfolio managers aim to limit losses and are always looking for opportunities to improve your returns.

How Questwealth Portfolios work for you

Real-time rebalancing

Your portfolio's asset mix is constantly monitored and adjusted when market conditions change.

Lower taxes

Portfolio managers use a technique called tax-loss harvesting1 to lower capital gains tax in cash accounts.

Proven returns

Every single one of our standard portfolios have over 5 years of historical performance.

Reinvested Dividends

Dividends you receive are automatically reinvested so your money never stops working.

Try it today and see how much more you can save

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Investing made easy

See how easy it is to get to your goals with Questwealth Portfolios

Easy to get started

Answer a few questions about your investment goals and you’ll be matched with a portfolio designed to get you there. After that, you can quickly deposit money into your account to start investing.

Easy to manage

Once your portfolio is invested, you can sit back and watch it grow. If you need to change it because you’ve had a second child, or you want to see the world, you can switch your portfolio as needed to suit your life’s circumstances and tolerance for risk.

Easy to review

Check your balances online with 24/7 access to your investments. You’ll also receive a easy-to-understand monthly statement and a quarterly market commentary so you always know exactly what’s happening with your money.

Find the right account

Whatever your goals, there's an account to help you get there.

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Start investing confidently

Ready to open an account and take charge of your financial future? It's easy. Get set up in minutes.

Get answers to our frequently asked questions

Can I talk to a real person about Questwealth Portfolios?

Absolutely. We are just one call away. For account related questions, call 1.888.783.7866.

How do I get a portfolio?

When opening your account, we'll ask you a few questions about yourself. Based on your answers, we'll recommend the portfolio that's right for you.

How much does Questwealth Portfolios cost?

Our management fees start from 0.25%, and lower to 0.20% depending on your account size. For more information, take a look at our pricing page.

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1We may replace your security with another or have some assets in cash for a period of 30 days. The use of tax-loss harvesting in your taxable account is at the discretion of the portfolio manager or sub-advisor. Your portfolio may not be fully invested during this period.