Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Questrade.
Canada
Track your Questrade portfolio with Wealthfolio
Connect your eligible Questrade accounts once. Wealthfolio keeps supported data up to date and brings your registered, taxable, and multi-currency investments together with other institutions.
Automatic brokerage sync is available with the optional Wealthfolio Connect subscription.
From your Questrade account to your whole investment picture
Keep your portfolio current
Refresh supported balances, holdings, and activities automatically on the schedule available for this connection.
Bring institutions together
See Questrade 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 Questrade
- Available data
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- ADR, ETF, fixed-income, mutual fund, option, and stock holdings with account balances
- Buys, sells, deposits, withdrawals, dividends, and fees
- Eligible accounts
- Eligible Questrade accounts approved during authorization.
- Available history
- Available activity can extend back to the account opening date.
- Updates
- Questrade makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now.
How to connect Questrade
Connection method: OAuth on Questrade's website. Follow the steps below to add the account.
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Choose Questrade in Wealthfolio Connect and open SnapTrade's secure connection window.
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Follow the redirect to Questrade's website and sign in there.
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Review and authorize read-only access to the eligible accounts you want to track.
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Return to Wealthfolio and allow the first account update to finish.
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
With OAuth, you enter your Questrade username and password only on Questrade's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password.
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
- A new account may not appear until it has held at least CAD 1,000 for two to three business days. Questwealth Portfolios are not currently available through this connection.
Frequently asked questions
Why is my new Questrade account missing?
A new account may not appear until it has held at least CAD 1,000 for two to three business days.
Can I include a Questwealth Portfolio?
No. Questwealth Portfolios are not currently available through this connection.
How much Questrade activity can Wealthfolio sync?
Available activity can go back to when you opened the account, including trades, cash movements, dividends, and fees.
Does Wealthfolio get my Questrade password?
No. You sign in on Questrade's website and approve read-only access. You can disconnect later to stop future updates.
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 Questrade?
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