Introduction to your account

Welcome to your Questrade account! This powerful platform is your gateway to the markets, giving you useful tools to help you take control of your financial future.

To get you started, let’s take a tour of our web trading platform. This powerful platform should cover most of your basic needs such as keeping track of your balances, buying and selling securities, looking up reports, downloading tax slips, and more.

To follow along, log into your account through the login page or clicking the “Log in” link above. 

Don’t have an account yet? Opening an account is quick and easy. Just click the Open an account button at the top right of the page.

Once you’re logged into your account, you’ll be taken to the web trading platform we’ll be looking at.

On the left side of your screen, you’ll see a row of icons:

Side menu toggle

The top button will extend the menu, showing the names next to the icons. Click this again to collapse the menu back to icons-only. 

If you are viewing this on a narrow screen or a mobile device, the collapsed side menu may be invisible. In this case, the side menu toggle will display them again.

Investing

This icon will bring you back to the Questrade Web Trading interface.

Rewards

At the bottom of this menu, you will see a gift box icon. This brings you to a “Rewards and referrals” page that helps you set up RoundUp and Cashback Rewards, or get a Refer a friend link:

You can click either of these to set up your free rewards.

Feedback

Want to tell us what you like about the platform? Have any suggestions to make it better? Click the Feedback button to let us know.

At the top right, you’ll find your inbox and your profile icons.

The inbox will show you if you have any important messages or updates waiting for you.

From your profile, you can find several helpful options:

Profile allows you to update your profile information. This is where you make critical updates such as changes to your contact details, tax residency, or financial and employment information.

Settings lets you update a number of personalization options, such as your default landing page, 2-step verification settings, manage trusted devices, and more.

Accessibility mode allows you to access options to improve accessibility, such as increased text sizes, dyslexia-friendly fonts, screen reader options, and more.

Colour theme lets you toggle between dark and light mode.

Log out will safely end the session and log you out of your account.

The summary page shows you information about your accounts:

From here you can see a summary of any or all of your accounts, including balances, positions, and more.

The Documents page is where you upload documents to your account, and find, download, and fill out forms:

Beneath the Upload documents and Find forms, you will find your Recent upload history. This shows helpful information like status updates for any documents that you have submitted for review.

Lower, you’ll find a list of Recent statements for your self-directed and Questwealth accounts, available monthly or quarterly.

Last on the page you’ll find a Recent tax slips section with the available tax slips for all your Questrade investing accounts.

The reports page will show you information about activity in your accounts:

Recent transaction history shows recent activity in your accounts, including deposits and withdrawals, trades, corporate actions, and more.

Investment summary shows details about your current holdings.

Trade confirmation lets you look up specific trades based on the symbol or date.

Investment return shows you detailed information about your overall performance.

The management page allows you to take some higher-level account actions:

Account management lets you manage account-specific settings, including setting options levels, setting authorized traders, enabling margin power, and more.

Market data allows you to add or change your subscription to real time market data.

Manage participants allows you to manage authorized traders and set successors and beneficiaries for your accounts.

Corporate actions allow you to participate in voluntary or mandatory-with-options corporate actions. Mandatory events without options, such as mergers and stock splits, do not require any action on your behalf.

Exercise options allow you to submit a request to exercise options contracts, or request to allow options contracts to expire worthless. Options contracts that are ‘out of the money’ will automatically expire worthless.

These pages let you learn about what investments can be made in your Questrade account, and discover different trading platforms and additional tools you can use to take your trading to the next level.

These pages let you learn about what investments can be made in your Questrade account, and discover different trading platforms and additional tools you can use to take your trading to the next level.

Apps lists specialized trading platforms, including Edge platforms for advanced trading, mobile platforms for greater convenience, and the Questrade Global app for trading on the FX & CFD markets.

Products lets you learn more about different types of securities, including Stocks, ETFs, GICs, precious metals, and more.

Tools lists some of the additional resources available to help you research and manage your investments, such as the home goal tracker, The Morning Brief newsletter, intraday trader, and more.

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.