- Learning
- Using Questrade
Using Questrade
Get the most out of your Questrade experience. Learn about platform features, tools, and tips to optimize your trading.

Estates overview
2 min read
How Custom Indexing works
7 min read
Online bill payments
3 min read
Security Update - We are discontinuing email verification
2 min read
Research - Questrade Edge Web
1 min read
Research - Questrade Edge Desktop
1 min read
How to trade options in Questrade Pro
4 min read
Online fraud and scam prevention
9 min read
See Something Suspicious? Report It.
3 min read
Making a trade
7 min read
How to Open a Trading Account in Canada and Start Investing
4 min read
Transfer Fee Rebate (Canada): How They Work, Who Offers Them, and How to Claim
10 min read
How to Open Trading Account in Canada
6 min read
Photo ID
5 min read
Wire transfers
6 min read
Market holidays 2026
2 min read
Moving funds and investments overview
2 min read
Multi-leg options in Edge Desktop
2 min read
Options trading overview
1 min read
Multi-leg options in Edge Web
2 min read
Introduction to option strategies
22 min read
Adjusted Options
5 min read
Options terminology
6 min read
Options FAQ
12 min read
How to trade options in Questrade Edge Desktop
3 min read
Enabling options trading
2 min read
Options trading in Questrade Edge Web
4 min read
Option Research with OptionsPlay
6 min read
Options trading in Questrade Edge Desktop
3 min read
Options levels
3 min read
Tax considerations for your Margin account
12 min read
Transfers into a Margin account
1 min read
Option quotes and trading
11 min read
What are the risks of options trading?
5 min read
Trending stocks and News
2 min read
The Securities Lending Program
6 min read
Important FHSA Contribution Deadlines
3 min read
Transfers into an FHSA
6 min read
Transfers into a TFSA
3 min read
How your bank’s fees are hurting your growth
3 min read
Transfers into an RRSP
3 min read
Questrade 4% Cashback on Qualifying Transfers Offer 2026 FAQ
23 min read
Withdrawing from an FHSA
12 min read
Account security centre
7 min read
Brokerage transfer in request
10 min read
RRSP Season FAQ
7 min read
In-Kind vs. Cash Transfer: What’s the Difference When Moving Investments?
14 min read
Tax considerations for your registered account
10 min read
Questrade Reserve FAQ
10 min read
Questrade Reserve
12 min read
Precious Metals at Questrade
5 min read
Getting started with Passiv
5 min read
Tax season frequently asked questions
9 min read
About your tax slips
3 min read
Risk Profile Guide: Find the Right Portfolio in Canada
15 min read
FAQs
5 min read
Level 2 trading quotes
3 min read
Why choose Questrade: The Simple Truth
2 min read
Important year end tax deadlines
4 min read
Maximizing Your Year-End Financials: Smart Financial Moves for Canadians
8 min read
Frequently Asked Questions about Commissions
6 min read
$0 Commissions FAQ
6 min read
Getting Started with TradingView
6 min read
DRIP Dividend Reinvestment Plan
3 min read
Placing a trade
5 min read
Extended hours and overnight trading
4 min read
How to place an equity (Stock or ETF) trade
8 min read
Uploading documents to your account
2 min read
Funding overview
3 min read
Securities Lending Program FAQ
8 min read
Cash Back on Qualifying Transfers Offer FAQ
21 min read
Download and install Edge for Mac
2 min read
Options traders win at Questrade. Here’s why
5 min read
Instant deposit
9 min read
The basics of market data
4 min read
Understanding your account balances
7 min read
Exchanging funds in registered and non registered accounts
5 min read
Download and install for Windows (PC)
2 min read
Key features
3 min read
Key features
5 min read
Investor platform personalization
10 min read
Advanced charting and technical studies
11 min read
Advanced charting and technical studies
11 min read
Charting
9 min read
Withdrawing from an RESP
8 min read
Transfers out of a Cash account
3 min read
Transfers into a Cash account
1 min read
Creating and managing your user ID and password
4 min read
How to register physical share certificates
4 min read
Estate glossary of terms
2 min read
Level 1 trading quotes
15 min read
Buying GICs and Bonds
5 min read
TradingView: Frequently Asked Questions
6 min read
Transfers out of a TFSA
1 min read
Canada Post strike
2 min read
Pre-authorized deposits (PADs)
3 min read
Questrade’s IPO Centre
2 min read
How to invest in an IPO
4 min read
Understanding your trade executions
6 min read
Explore Questrade Edge Web
21 min read
Quoting securities
7 min read
Watchlists and events
5 min read
Orders and executions
5 min read
Multi-leg options trading
8 min read
Defining a professional subscriber as per market data exchanges
4 min read
Advanced orders and Questrade Edge
2 min read
Real-time market data streaming packages
6 min read
Managing your trade alerts
2 min read
The More page, Settings, and Alerts
9 min read
Why your options strategy needs a Profit-and-Loss Calculator
2 min read
Changes to Questrade market data packages FAQ
4 min read
Questrade Plus FAQ
19 min read
Adding beneficiaries to your registered accounts
4 min read
Trade order status
4 min read
Setting up an authorized trader
6 min read
Opening your Questwealth portfolio
4 min read
Third Party Deposits
3 min read
The reports pages
6 min read
Debit balance in registered accounts
2 min read
Transferring shares from Computershare to Questrade
3 min read
How to update an expired SIN
5 min read
Security best practices
7 min read
Mobile Authenticators
8 min read
Exploring Stock and ETFs Quotes
6 min read
The account management page
2 min read
Questrade Trading Overview
3 min read
Reading your balances
3 min read
How to add Questrade Edge
1 min read
The Account Summary Page
2 min read
Opening your self-directed account
7 min read
How to place a withdrawal request
2 min read
Edge Desktop Overview
2 min read
RoundUP and Cashback FAQs
6 min read
Transfers out of an FHSA
7 min read
Transfers out of an RRSP
4 min read
Transfers out of Questwealth Portfolios
2 min read
Debit balance in Cash accounts
2 min read
Real Time Buying Power
6 min read
Closing your Questrade account
4 min read
Opening your second account
6 min read
Opening an account
8 min read
Questrade platforms overview
5 min read
Transferring investments between accounts
1 min read
Transferring cash between accounts
1 min read
Balances and positions
10 min read
Refer a friend
6 min read
Withdrawing from a TFSA
1 min read
Connect, Trade, Win.
3 min read
Introduction to FX Trading
5 min read
Watchlists
2 min read
Withdrawing from a LIRA or LRSP
2 min read
Practical examples of options trades
6 min read
Seeking Alpha News and Research
3 min read
Questwealth Portfolios
2 min read
Understanding level 2 data
5 min read
Withdrawals overview
7 min read
Know when to use a different Questrade platform
6 min read
Introduction to CFD Trading
3 min read
Trading with Foreign Exchange (FX)
12 min read
Withdrawing from a Cash account
2 min read
QuestMobile overview
9 min read
Withdrawal overview
6 min read
Customizing watchlists
3 min read
Understanding your positions
2 min read
Essential tools to make investing easier
4 min read
Questrade Edge Desktop watchlists
2 min read
Questrade Edge Web watchlists
2 min read
Questrade Edge Mobile watchlists
5 min read
QuestMobile watchlists
3 min read
FX and CFDs Overview
2 min read
FX and CFDs Overview
3 min read
Common Online Security Threats and How to Avoid Them
5 min read
Currency exchange fees for Questwealth Portfolios
2 min read
Withdrawing from a Margin account
1 min read
Withdrawing from an RRSP
2 min read
Withdrawing from a RRIF or LIF
1 min read
Complying with FATCA (Foreign Account Tax Compliance Act)
4 min read
List of tax resources
2 min read
Edge Mobile overview
2 min read
Electronic broker feed
3 min read
Checking your transaction history
1 min read
Transfers into Questwealth Portfolios
1 min read
Transfers out of a Margin account
3 min read
The Research pages overview
2 min read
Introduction to options trading
13 min read
Currency settlement in registered accounts
4 min read
Introduction to studies
3 min read
Risks associated with extended hours trading
4 min read
Events Calendar
2 min read
Research - Questrade Trading
1 min read
Time and sales
2 min read
Hotkeys
1 min read
Questrade Edge Desktop screener
3 min read
The Cashback Rewards program
3 min read
RoundUP automatic savings program
3 min read
RoundUP and Cashback overview
1 min read
Understanding drawing tools
2 min read
Questrade trading platforms
1 min read
Transaction history
1 min read
Troubleshooting and technical support
3 min read
Trading layouts and System compatibility
2 min read
How to update spousal information in your profile
1 min read
Questrade platforms overview
5 min read
Introduction to your account
4 min read
Compliance and trade monitoring
2 min read
Introduction to Questrade Trading
3 min read
Candlestick charts explained (Infographic)
1 min read
Introduction to charting
3 min read
Estate settlement for Questrade accounts
4 min read
Submit an Index Template
3 min read
How to use Hot Buttons on Questrade Pro
4 min read
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