Back to Questrade Basics

How to open an account

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

Opening your self-directed account

Follow these easy steps to open a self-directed account.

View article

Opening your Questwealth portfolio

Follow these easy steps to start opening a Questwealth Portfolios account.

View article

Introduction to your account

Learn how to monitor and manage your accounts in our user-friendly web trading platform.

View article

Uploading documents to your account

Learn how to upload documents to your account.

View article

Photo ID

Secure and streamlined: How to upload your photo ID for your Questrade account

View article

Creating and managing your user ID and password

Learn how to create and manage your user ID and password

View article

Setting up an authorized trader

Learn how to add an authorized trader to your account.

View article

Refer a friend

Introduce a friend or family member to Questrade and you’ll both receive $50 when they open a self-directed or a Questwealth Portfolios account using your referral code.

View article

Looking for more about (Pillar)?

View all lessons

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 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.