Self-directed investing customer notice January 2018

Tax season is almost here

The time to file your taxes is just around the corner. We’ll be sending you an email soon with more information about tax slips, but in the meantime we’ve pulled together a few resources to help you prepare:

  • Find out which tax slips to expect from us and when they’ll be available in our tax slips calendar
  • Learn more about the types of tax slips issued for income you earned on your investments in our fact sheet
shorter wait times and enhanced security

One more way to make sure your account is secure

Did you know you can opt in to receive an email alert when your Questrade account is accessed from a different device, location, or browser? To do so, log in to Questrade, go your settings, and turn on Receive new login notification. If you wish to opt out later, return to your settings and turn off the notification.

KPMG audit

Best execution for your orders

Because we care deeply about your financial success, we want to provide you with the best possible execution every time you place an order with us. Our Best Execution disclosure explains how we aim to achieve that.




shorter wait times and enhanced security

Your monthly account statement

You can now view your account statement for the month of November. 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:


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


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