Our team of experts use technology to bring you a better way to invest.
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.
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.
Your portfolio's asset mix is constantly monitored and adjusted when market conditions change.
Portfolio managers use a technique called tax-loss harvesting1 to lower capital gains tax in cash accounts.
4 out of 5 of our portfolios
have over 10 years of
Dividends you receive are automatically reinvested so your money never stops working.
See how easy it is to get to your goals with Questwealth Portfolios
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.
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.
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.
Absolutely. We are just one call away. For account related questions, call 1.888.783.7866.
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.
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.