Year-end deadlines

Before you know it, 2017 will be wrapping up. Are you aware of these important year-end dates?

 

 

shorter wait times and enhanced security

Change of trustee for registered accounts, effective January 1, 2018

As part of our commitment to provide you with the best customer experience, we’re continually looking for ways to optimize our operations. With that in mind we’re making a change effective January 1, 2018: CIBC Trust Corporation will be replacing Computershare Trust Company of Canada as the trustee for registered accounts including RRSP, RESP, TFSA, and RIF. There’s no impact to your registered accounts with this change, but if you need more information we can help you. You’ll be receiving new Declarations of Trust and, for locked-in registered plans, new Addenda forms in January 2018.

KPMG audit

Holiday closures for Canadian and U.S. markets

The holiday season means several Canadian and U.S. market closures:

  • December 25: Canadian and U.S. markets are closed
  • December 26: Canadian markets are closed (U.S. markets are open). However, since the U.S. markets are open, our client services team will be available by phone, email, and chat from 7:30 am to 8 pm to help you
  • January 1: Canadian and U.S. markets are closed

 

 

 

shorter wait times and enhanced security

Your monthly account statement

You can now view your account statement for the month of October. To see your monthly statement, log in to Questrade. From the ACCOUNTS area, hover over Reports and click or tap Statements.

 

 

 
Download your monthly statement

Articles and videos

Join the Exchange to connect with other investors. This month’s content:

Articles:

Reminders
Make automatic contributions with pre-authorized deposits

You can make regular or one-time contributions (Canadian and U.S. funds only) to your Questrade accounts with pre-authorized deposits. To set this up, log in to Questrade. From the ACCOUNTS area, hover over or tap FUNDING and click or tap Pre-authorized deposit.

Keep your contact information current

Ensure we have your correct contact information in case we need to reach out to you about your account. Learn how to update your information in 60 seconds by watching our video.

How are we doing?

We’d love your feedback about our client notice and the service we provide to you. Send your comments to feedback@questrade.com.