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.
Lesson Updating your profile
How to update spousal information in your profile
How to update spousal information on your profile
A step-by-step guide to update your spouse or common-law partner’s details on your Questrade account.
PC/Mac - Update your spousal information
Step 1: Log-in to your Questrade account.
Step 2: Navigate to the Summary page (If you’re not already there).
If you’re on the trading platform after logging in, simply click “Trading” at the top right, then “Accounts”.
Step 3: Click on your name in the top right corner and select “Profile” from the drop down list.
Step 4: Under the ‘Personal’ tab, choose the relevant marital status, then enter your spouse or common-law partner’s details, then click the green “Save and continue” button at the bottom right of the page to save the information.
Mobile - Update your spousal information
Step 1: Log-in to the Questrade website on your mobile device. (Not the mobile app)
Step 2: Tap on the Menu icon in the top left corner.
Step 3: Tap on the Profile button from the navigation menu
Step 4: Make sure you’re on the “Personal” tab, then scroll down to your marital status & spouse details.
Step 5: Choose the relevant Marital status, then enter your spouse or common-law partner’s details.
Once you’re finished, you can tap the green “Save and Continue” button to finalize your update.
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