Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Qtrade Direct Investing.
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Track your Qtrade Direct Investing portfolio with Wealthfolio
Bring your eligible Qtrade Direct Investing accounts into Wealthfolio. See supported holdings, cash, and activity alongside other investments, and reconnect whenever you need fresh data.
Brokerage sync is included in Wealthfolio Connect Essentials, from $7.99/mo. How Connect works
From your Qtrade Direct Investing account to your whole investment picture
Keep your portfolio current
Keep supported balances, holdings, and activities up to date using the refresh options available for this connection.
Bring institutions together
See Qtrade Direct Investing alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view.
Use the combined picture
Explore allocation, income, performance, goals, and benchmarks across the investments you bring together.
Available views depend on the data and history supported by each connection.
What syncs from Qtrade Direct Investing
- Available data
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- Stock holdings with cash balances and total account value
- Buys, sells, deposits, withdrawals, dividends, and interest
- Eligible accounts
- Eligible Qtrade basic trading and TFSA accounts returned during connection setup.
- Available history
- Supported transaction history returned by Qtrade is included; SnapTrade does not publish a maximum history window.
- Updates
- Qtrade provides source data daily, but this connection does not refresh automatically in the background. Reconnect and complete SMS verification to refresh the available data.
How to connect Qtrade Direct Investing
Connection method: Sign in through SnapTrade. Follow the steps below to add the account.
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Choose Qtrade Direct Investing in Wealthfolio Connect and open SnapTrade's secure connection window.
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Review the terms and check that the browser is on SnapTrade's website.
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Enter your Qtrade sign-in details and complete the SMS one-time-code verification.
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Return to Wealthfolio and review the supported holdings and activity. Reconnect with a new SMS code whenever you need to refresh data.
Your account stays under your control
Read-only access
The connection can retrieve account data. It cannot place trades or move money.
Your sign-in
SnapTrade encrypts the Qtrade Direct Investing sign-in details it stores to keep the connection working. Wealthfolio never receives or stores them.
Your Wealthfolio data
Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers.
Good to know about this connection
- SnapTrade currently lists the Qtrade Direct Investing connection as beta.
- Reconnect to refresh data; automatic background sync is not supported
- SMS verification required on each reconnection
Frequently asked questions
Why does my Qtrade account not refresh automatically?
Qtrade connections do not perform unattended background refresh. Reconnect and complete SMS verification to retrieve fresh data.
Will I need an SMS code each time I reconnect?
Yes. Qtrade requires an SMS one-time code on every fresh login.
What Qtrade data can Wealthfolio sync?
Supported stock holdings, cash balances, account value, and transactions including buys, sells, deposits, withdrawals, dividends, and interest.
Other ways to add or complete your data
Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually.
Learn about CSV importAlso supported
Ready to connect Qtrade Direct Investing?
Qtrade Direct Investing and its associated trademarks are the property of their respective owners.