The Account Summary Page

Your summary page is your default homepage after logging in. Here, you’ll see two main sections:

1. Investing accounts selection: Select the account you want to check. Your Questrade (and Questwealth) account will be displayed here. As well, if you have any accounts pending for completion, you will find them here. More information about account completion is found below this section.
2. Balances: View the balances of all your investing accounts combined in Canadian dollars (even if you hold U.S. currency or investments).
• Your Cash, Market Value, and Total Equity balances are displayed using live data (when you refresh your page), and your Open P&L is shown as of the previous trading day.
• For more information on terms like Total equity or Open P&L, check out our Understanding your balances article.

Please note: this image is for illustrative purposes only.

At the bottom of the page, you’ll see any Active Requests that are in progress.

Active requests such as withdrawals, brokerage transfer ins, internal transfers, and more can be seen here.

Click the More details button to be taken directly to the request history page for more information or to modify your request.

You will see the corresponding account number, the date and time of your request, and other relevant information in this section.

Note: The information in this blog is for educational purposes only and should not be used or construed as financial or investment advice by any individual. Information obtained from third parties is believed to be reliable, but no representations or warranty, expressed or implied, is made by Questrade, Inc., its affiliates or any other person to its accuracy.