Welcome to Questrade. In this video we'll show you how to navigate around your account.
Your account summary page gives you a high level overview of all your accounts.
You'll be able to see any new accounts that you're in the process of opening, your investment
accounts combining all self-directed and QuestWealth accounts, your current
QuestMortgage account if you have one, and active requests like transfers or withdrawal status.
To get started simply log in to your Questrade account.
Once you've logged in you'll see the main summary page for your accounts. This page will be your
go-to area for a quick overview of your balances and to place any requests. At the top of the page
there's a navigation bar that lets you access other important areas.
This includes pages for reports, account management, funding your account, and requests.
Each area offers a variety of different options to help you find what you're looking for.
Below the navigation bar you'll see your total portfolio balances in real time.
This shows you how much cash is in all of your accounts along with their collective market value.
Market value shows how much the stocks, ETFs, or other investment products in your accounts
are currently worth on the market. Below that is your total equity
which combines the cash and market value of all your investment accounts. Beside these
values is your open P and L also known as open profit and loss. This represents the amount
of money your investments have gained or lost since they were first added to your portfolio.
CAD only refers to the amount gained or lost from your Canadian investments while USD only
refers to the amounts gained or lost from any US investments you have in your portfolio.
Unlike your combined balances on the left hand side which update in real time when you refresh
the page, open P and L numbers are based on your portfolio's balances from the time of market
closed the day before. On the right hand side you have the quick links area. This is a handy list of
links to the most commonly used requests and pages for your account. As you start to scroll down
the first thing that you'll see is any account you're in the process of opening.
Whether it's a self-directed or QuestWealth account or a quest mortgage application,
the new accounts area will keep track of everything. It will help remind you what
else the account needs whether it's funding or a completed application to get up and running.
Below that will be a list of your active investment accounts both self-directed accounts
and QuestWealth accounts will be listed here. Similarly to the account summary at the top of
the page you'll see each account's cash balance, market value, and total equity. At the bottom of
this chart you'll get the cumulative cash total, market value, and equity across all your accounts.
Further down you will see the option to apply for a QuestMortgage
or if you already have a QuestMortgage the details of that account will be shown here.
Lastly, you'll see all your active requests in the respective details this includes funding
requests such as withdrawals, pre-authorized deposits, transfers, and more. You'll also see
account related requests here such as account transfers from another financial institution.
This section will detail all the need to know info related to your requests. This includes the
status of the request, the request date, which account it pertains to, and reference number.
We hope you found this video helpful. For more information about the trading platform,
please check out the other videos on our YouTube channel.