Reading your balances

Viewing your balances is easy, and we’ve made the experience more customizable so you can find the information you need as quickly as possible.

On this page, you can view the combined balance of All accounts or switch between individual accounts using the menu at the top.

Your Total equity (cash + investments) is displayed at the top of the chart.

Below the chart, you’ll find your Account balances.

2. Select between viewing your balances as Combined in CAD or Combined in USD.
   • Combined in CAD displays your estimated account balances in Canadian dollars. Choose Combined in USD to view balances in U.S. dollars.
3. You can see your balances in detail below, which include:
   • Cash refers to the available balance in the account that can be used for purchasing investments.
   • The Market value column shows the overall value of the position (Quantity x Symbol price).
   • Open P&L shows the total ‘unrealized’ profits and losses in the account (since opening), shown in Canadian dollars. Unrealized means that these profits or losses have not been ‘locked in’ and you still own the investment(s). On the other hand, closed P&L is the total ‘realized’ profits and losses of a position (including commission & transaction fees) after it has been sold/closed.
   • Today’s P&L shows the change in your profits and losses since the market opened (9:30am ET).
4. Tap See all to head to the Account balances page for a more detailed view of your balances. You can also select See all balances shown at the top of your homepage.

1. Switch to an individual account view using the top arrow. The individual account view allows you to see exact CAD and USD balances.
   • Tap the Combined in CAD button, then select CAD or USD to view individual, separated balances.
   • For Margin accounts, additional information will also be visible, like your Buying power. Enable Learning mode, or check out this article for more information.
2. On the All accounts view, you can switch between viewing your balances as Combined in CAD or Combined in USD using the bubble at the top left.
   • Combined in CAD shows your approximate balances if you were to convert everything in your account to Canadian dollars.
   • Combined in USD shows your approximate balances if you were to convert everything to U.S. dollars.
3. If you’d like to make a deposit to your account, tap Add money at the top right.
   • Remember to enable Learning mode if you have questions about terms like P&L or Simple rate of return on this page.

Note: The information in this blog is for educational purposes only and should not be used or construed as financial or investment 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.