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Managed investing customer notice: January 2018

15 Jan 2018 3:42 PM

Tax season is here

It’s almost time to file your taxes. 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. We’ll notify you each time a new tax slip is available for you with instructions on how to get it
  • 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

Holiday closure: Monday, February 19

Questrade offices are closed on Monday, February 19 for Family Day.              

 

 

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Quarterly statement available soon

Your October to December 2017 quarterly statement will be available at the end of this month. It includes a market commentary from industry experts. To see your quarterly statement, log in to Questrade. From the ACCOUNTS area, hover over REPORTS, and then click or tap Statements.

 Quarterly statements available

Your monthly account statement

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

 

 
 Download your monthly statement

Reminders
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.

Make automatic contributions for free 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 FUNDING, and click or tap Pre-authorized deposit.

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.

 

What do you think? Login to comment on this article.

  • 29 Jan 2018 10:42 AM

    So far so good. This is the first time I have logged into my account. I am new at investing and I will probley need some help.

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