Lesson How to open an account

Uploading documents to your account

Learn how to upload documents to your account.

Looking to upload some documents for your account? 

We may require you to upload documents when opening an account, or for certain account related requests. We’re happy to help with the process.

Please follow these easy steps to upload:

  1. Log-in to your account
  2. On the top navigation bar, head over the Documents page, and click on Upload documents.
  3. Select the account you want to upload your documents to and the document type (or form name) you want to upload.
  4. Click the Upload button to upload your document.

Congrats! You’ve finished uploading a document for your account.

If you’d like to check on the status of your upload, feel free to check the Recent upload history section which you can find on the Documents page.

  1. Log-in to your account from the Questrade website, not the mobile app.
  2. Tap on the Menu icon in the top left corner
    mobile select menu top left
  3. From the navigation menu, tap “Account management” then “Upload documents.”
    tap account management then upload
  4. First, select the account that you’re uploading documents to.
    select account upload mobile
  5. Enter a name for your document on the left, then choose the document type from the menu options on the right.
    enter doc name and type mobile
  6. Tap the “Browse” button, and 3 options will appear.
    • You can select a photo from your gallery, take a new photo, or browse the files saved on your mobile device.
    tap browse button upload mobile
  7. Once you’ve confirmed the file you’re uploading, please tap the green “Upload” button to finish uploading your document.
    upload button mobile

Congrats! You’ve finished uploading a document for your account.

If you’d like to check on the processing status, feel free to tap the “Upload history” button on this same page for more details.

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.

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