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Questrade Basics

Get up and running with your Questrade account and the platform features that you need.

All Lessons

Account profile and security

Learn about your account profile, updating your personal information and security options for your account.

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Account summary and management

Get an overview of your accounts and learn how to effectively manage them.

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Balances and Reports

Understand how to read your account balances and the reports pages to know more about your investments.

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Estates and Questrade

Learn about the Questrade Estate process, what to do when a loved one passes away, and additional resources during this difficult time.

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Explore QuestMobile

Learn all about QuestMobile, the easy-to-use trading app designed for anyone who wants to start investing in the stock market.

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Funding your account

Explore the many different ways you can deposit funds to your Questrade account(s).

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How to open an account

Learn what you need to know when opening a self-directed or Questwealth Portfolios account.

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Making a withdrawal

Read about the different withdrawal options, processing times and potential tax implications for different types of accounts.

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Making your first trade

Learn how to make your first trade, read order status, and understand trade executions in our trading platforms.

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Market holidays and closures

Learn more about the holidays and how they affect stock market closures and customer support availability.

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Opening your registered account

Learn more about the unique benefits of opening a registered investment account.

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Opening your second account

Learn how to easily add a second account to your existing profile.

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Precious metals

Learn about how to invest in precious metals like gold or silver with any of your Questrade accounts.

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Preparing your taxes

Explore this comprehensive guide to know what to expect during tax time for your registered and non-registered accounts and investments.

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Questrade trading platforms

Discover all of Questrade’s trading platforms and decide which one is best suited for you, and your investment style.

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Questrade Trading

Learn about Questrade Trading, our web platform for investors.

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Questrade Edge Mobile

Discover all the features of Edge Mobile, the advanced mobile trading app designed by active traders for active traders.

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RRSP Season FAQ

Get the answers to common RRSP related questions like the contribution limit or deadline for the upcoming RRSP season.

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Transfers between Questrade accounts

Effortlessly navigate cash and asset transfers between Questrade accounts.

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Updating your profile

Learn how to update the information in your investor profile including your personal and contact information.

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Introduction to options trading

Get a comprehensive introduction to trading options, how they work and answers to common questions and terminology.

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Introduction to studies

Learn about what chart studies are, which ones are available, and how they're used.

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IPO Centre

Learn more about Questrade's IPO centre and how to invest in an Initial Public Offering (IPO).

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Closing an account

Learn about account closure options for your Questrade account(s).

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Level 1 trading quotes

Learn what Level 1 trading quotes are, the information they provide and how you can apply them to your trades.

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Questrade Edge Desktop

Learn more about Edge Desktop and download our advanced trading platform for active traders.

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Tools for industry participants

Learn about the automated tools available to industry participants and registered professionals.

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Track your account activity

Understand where and how to track your account’s activities including trades, deposits and more.

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Advanced options trading

Get a comprehensive introduction to options trading strategies, and how options levels work.

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FX and CFDs

Discover what Forex and CFD trading is, how currency pairs work, and what’s unique about this style of trading.

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Level 2 trading quotes

Get a comprehensive overview of level 2 data, the information it can provide and how it can impact your trading.

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Why Choose Questrade

If you’re looking to grow your wealth, don’t settle for simple. We believe every customer should be empowered to invest, no matter how much money they have.

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Get answers to frequently asked questions

There are a number of ways that you can fund your account. You can learn more about each of them, and the timeframes associated with them here.

Transferring between your Questrade accounts is simple. You can easily move your Canadian and U.S. cash, or your investments between accounts any time.

Check out our guide on internal transfers here.

Transferring an account over from another financial institution is easy. You can find out how by reading our guide on transfers here.

Have more questions?

Tell us what you need help with, and we’ll get you in touch with the right specialist.