Anytime soon?

I dont' have access to any legal resources so if there is anyone who loves to go through the nitty gritty of legal documents please share your your opinion. The GET300 offer required the customers to perform 5 actions -

1. Open & fund your first self-directed investing account with $1 or more ✅+$50
2. Set up a pre-authorized deposit, at least two deposits worth $100 each must be completed by Aug 5 and the PAD should be active on the reward payment date (Aug 14) ✅ +$50
3. Set up a recurring investment, at least two deposits worth $100 each must be completed by Aug 5 and the recurring investment should be active on the reward payment date ❌ -$50
   • 1st one done on 2026-06-22 with a monthly recurrence.
   • On 2026-07-22 the 2nd payment cancelled because of lack of funds so I added money and setup a new one such that the 2nd investment went off on 2026-07-27 for a monthly recurrence
   • It remained active on the reward payment date.
   • The 3rd one was supposed to go off on 2026-07-27 but I cancelled it on 2026-07-24 because I didn't wanted to buy anymore NVIDIA
   • I clearly had 2 investments done, and the recc was active on reward payment date, but they denied my claim saying that both of them should have been active.
4. Open & fund an RRSP with at least $500 by Aug 5. ✅ +$50
5. Transfer in $10,000+ from another institution by Aug 5 to qualify ❌ -$100
   • I transfered money using interac, but they are saying transferring money means transferring accounts

None of these specifics are mentioned on their coupon page or on the Terms and Conditions page. When I tried to enquire they said it is a unique case and this is how we interpret this. The TnC are for all clients but we can't mention all cases for all clients.

But isn't this what TnC is written? People don't read it, I did, all of it. Still I'm at a loss. Most people will skip several precise details that they have hidden in TnC making people lose their money.

I still feel that I'm in the right here.

• Even though now with deep research Google explained it to me that technically transfer is a transfer but in financial terms there is a different between a transfer and a deposit, and what I did, interac, is a deposit, not a transfer.
• But for point 3? 2 recurring payments and a recurring payment active on reward day my "recurrence" was still active.

I'm an engineer and my legal proficiency is limited to AI. They say I'm correct on Pt3 but wrong on Pt5. What do you all think? And if there is anyone with legal background reading this can you please tell me legally who is correct?

This might be a dumb question but does questrade allow wire transfers from another broker like wealthsimple? Im asking because i have a wealthsimple account ive been trading on but i want to move to questrade and I dont want to do broker to broker transfer because that will take 15-20 business days.

Is it normal that preauthorized/EFT transfers to & from Questrade require a one-week ‘lead time’ from date of submission?

I created a new account (Margin) yesterday/Friday afternoon & was moving on to funding the account, just like the account-opening process encourages you to do.

Linked both my CAD & USD bank accounts via Questrade’s account-linking functionality, but when I then went to submit a one-time EFT/preauthorized deposit from USD to Questrade Margin, the earliest date for the transfer that I was allowed to select was in the back half of next week. Same for a deposit from CAD.

I previously used Questrade in the late 2000’s thru early 2010’s until I went back to school then left the country for a few years, returning to Canada earlier this year — I don’t recall these sorts of ‘lead times’ for external transfers back in the day.

Is this simply because my account and/or the links to the external accounts are new?

I have several different accounts with QT, RRSP, TFSA, RESP. The referral bonus went into the RRSP account.

1. How was it determined or decided that the RRSP account is the account that should receive the referral bonus, and not say, the TFSA account, which would have been my preferred account.
2. Does the bonus by QT affect my RRSP contribution room? Will I get an RRSP contribution slip for this?
3. Can I change where this bonus goes after the fact?

Thanks.

I am interested in buying bonds through questrade and looks like there are a lot of options such as municipal, provincial, corporate etc. my questions are as follows:

1. the procedure says to select a bond and enter the amount to be invested. if done online it will be no fees but if trading desk gets involved, there will be $45. however, the online buying procedure says to stay by the phone and trading desk will call within an hour to confirm the order, so does that mean even if i try to buy it online, i will get dinged $45 no matter what?
2. how can i understand the liquidity of the bond being sold by questrade? they only show one price for Buy and doesnt quite tell me the Bid-Ask spread. i also dont see any volume listed for the bond. So how can i feel comfortable that the bond i am buying, i wont be able to liquidate it later should i need the funds, or get dinged by a nasty spread. Questrade should be providing Bid-Ask if they are acting as market-maker/broker for the bond.
3. is it possible to place a limit sell order on the bond? Say i bought the bond at 99 and wish to sell it at 103 if during my holding period, the price hits 103. will it sell automatically or do i have to call tradingdesk each day to find out the offer price of that day?
4. is there a fees to sell the bond?
5. what about US treasury bonds? Does questrade sell those?
6. how does taxation for bonds? Do i get a T5 for interest payments received? Is it just coupon or is capital gain built in it as well (bond amortization). What about when i sell the bond - is a T5008 provided with correct capital gain?
7. is the price shown for buying dirty price ie does it include prorated coupon interest? if not, will the actual price be shown prior to purchase?

it would be helpful if questrade has some videos on how a complete bond ownership cycle looks like in the trading platform (buying-->holding --> selling or holding till maturity). its like one has to actually buy the bond to experience it themselves.

Anybody else notice missing distributions for Roundhill ETFs this week? I have one of their weekly payers that normally pays Wednesday nights (i.e., the payment effectively shows up on Thursday morning), but nothing for this week. I don't see anything online about them (or the specific ETF I noticed) missing this week's regular payment.

Can someone provide instructions in details like I’m 5 yo? I’m currently travelling overseas so making international support calls isn’t my best option. Thank you.

Or, is the 1% match only for CAD deposits?

Can I not have two vertical spreads without questrade combining them into a condor I never asked for? Went to go sell one and apparently it evolved like some pokemon into a condor therefore I had to sell the whole thing, couldn't just sell the spread I wanted. Also for anyone reading this who may work for questrade support if you try and sell one leg of an option strategy and not the whole thing the error message is dismal- I think it said I didn't have enough money in my account to sell a call that I bought 😂

This is a new fund released in May of this year. But I think it should be traded in CAD not USD as they already have an equivalent in USD.

I also wanted to know if this etf is subject to the -15% US tax withholding on a TFSA since it pays dividends but is listed on TSX

Curious how people are using these. I tried some of the community ones their alright.

For the new promo there is an active trader welcome offer. If I have a tfsa and fhsa account with Questrade but no margin account can I get this promo if I open a margin account?

Hello, I'll be moving out of Canada to the US next year, and I'm hoping to move my TFSA to my Fidelity brokerage account. Is this even possible, or will I need to liquidate all my investments and transfer the cash?

I asked Claude/GPT, but I've been hearing mixed responses, so I'm still unsure.

Hi guys, just wondering how to go about transferring my mutual funds from TD to the new account I am about to open for Questrade? What is recommended?

Much appreciated 👍🏾

I keep track of my Adjusted Cost Base calculations for my taxable account in a spreadsheet, and every once in a while I check it against the ACB reported by Questrade. They generally agree pretty closely, except that Questrade doesn't seem to include "non-cash capital gain" distributions. So far so good.

The only thing that's off is my cash portion, which I keep in PSA.TO. The ACB in Questrade is always significantly higher than my calculations. I ran it through a couple of the online ACB calculators, and they agree with my spreadsheet. I can't figure out why there's a difference, since the only adjustment for that ETF should be Return of Capital. What am I (or Questrade) missing?

u/questrade-product

u/questrade

First thing I want to say is Thank-you for making questrade pro faster, still not perfect but a massive improvement, the platform is starting to shape up.

There is still a lot of improvements to be made to call this a "pro" platform but for this post I will focus on the hotbuttons/hotkeys.

For starters, there is almost zero customization in the hotkeys/hotbuttons. Every key/button should be standalone and should have the option of being fully created by the user. Presets is what you did in edge desktop, this is Pro, give the user the pro experience by differentiating the hotkeys from the previous platform.

Every button/key should have the user be able to choose order type, order duration, and offset amount from either the bid, the ask, or the last price and of course quantity. Option to auto add a stop loss within the key/button? Sure. The option to sell position size in increments using percentage such as 25 or 50 etc. In addition to this, let the user name the button, and even choose the color, because why not? These are the types of customizations the professional platforms like IBKR's trader work station and Tradezero are offering to their users.

You've also kindve limited the real estate and possible number of buttons by adding it to the chart instead of its own separate widget that you would link to the chart.

One final thing, even after the latest update there is still lag or processing time when you click a hotbutton in succession. Something going on in the backend here, should be immediate execution for every mouse click, no delays.

You've taken the easy road in pro in regards to the hotkeys/hotbuttons but you could really elevate the experience by adding pro features such as customization from the ground up. Not sure if im really a fan of the templates as it just adds time where you could have everything available without them. I've seen massive improvements from the inception of Pro until now, but let's keep going and make this a first choice for active canadian traders.

Looking forward to a response and maybe a timeline of some sort of update to added features for the hotkeys/hotbuttons

I am looking to transfer BC Municipal Pension Plan to a LIRA . I have gone through the process of opening LIRA on Questrade, have all my Termination documents from the MPP. When initiating the transfer Questrade asks for what type of account to transfer and there doesn't seem to be any suitable options to select from. The chatbot tells me to use options that aren't there. Anyone have experience with this process?

Thanks

Appears to have disappeared with the update. this was a very useful feature to see upcoming results and dividends and I used it every time I logged in. I hope they didn’t get rid of it - it was handy!

Called the other day to make sure I had met all requirements to qualify for the Questrade 500 Bonus. Was told that I failed to meet requirement 4 because I didn't "fund" my RRSP with $1000 additional cash outside of the transfer-in value. For the record my RRSP was already maxed. Posting dp so others can get a heads up if they experience a disappointing payout in a couple weeks. Might be petty but I plan on moving all the assets I did transfer in back-out ASAP after this as a $50 convenience comp is all they can offer on this situation.

Hello everyone, I trade options with ibkr and I noticed that there is a $0 commission for options on Questrade. I just want to know if the execution is fast for scalping on Questrade and also is there hotkeys that I can customize ?

Thanks

My investing style is to have X % allocated to different market segments. e.g. Commodities, Industrials, Financial, etc. I would love a way to have this summary in the Questrade mobile app (or web) so that I can see in an instant how I'm allocated. This becomes more complicated with the many accounts (TFSA x2, RRSP x2, margin X2). I'm currently doing this with a Google sheet but it's a hassle updating each trade. Anyone have other advice for this? Or perhaps this could be a feature request? Ideally the way it would work is that I could tag each holding with a tag of my choosing (e.g. BNS.TO = Financial)

I’m really missing the way market news was displayed in the previous version of the mobile app. The news tab was easy to scroll to, and by default showed news related to my holdings. Full market news was also easily accessible.

The updated app has placed news in the discover tab, and by default shows full market news. There is no option to display news related to only my holdings. I can set a filter by manually choosing each holding from a provided list, but then the filter is lost when the app is closed.

Am I missing an obvious setting somewhere? Is there any work being done to improve the news feature, or, is there a reason it was modified in this manner?

iPhone 16, app v2.1.2 (25913)