Managed investing customer notice: February 2018

You can now get your managed account invested with just $1,000

On February 16, we lowered the minimum funding requirement to get your Portfolio IQ account invested from $2,000 to $1,000. Our aim? To make it easier for Canadians to achieve their financial goals. With this change, we’ll now begin investing for customers with a cash balance of $1,000 - $1,999.

shorter wait times and enhanced security

Making your RRSP contribution in time

The deadline for contributing to your RRSP is Thursday, March 1, 2018, at 11:59 p.m. Contributions made between January 1 and March 1, 2018, can be applied to either your 2017 or 2018 tax return. We offer ten ways to fund your account. Depending on the currency of the deposit and how quickly you want to make your contribution, choose the method that works the best for you.

 

 

saving

Your monthly account statement

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

Quarterly statements available
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 FUNDING and click or tap Pre-authorized deposit.

Keep your contact information current

Make sure we have your correct contact information in case we need to reach out to you about your account. Log in to Questrade, then below your name click or tap Profile.

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.

 

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