Lesson Questrade trading platforms

Investor platform personalization

Discover the personalization features available on the Questrade Trading and QuestMobile platforms.

 

Whether you're trading from home or on the move, personalization features enhance your trading experience. Learn how to make these custom settings work for you, and make the Questrade platforms yours. 

 

Home Page preference

The Questrade Trading platform allows for a personalized Home page experience.

Customize Home Page preferences

If you want to dive straight into the markets, you can set the Trading page as your home page. Or, you can select My Questrade for an overview of your account and investments.

Customizing your home page allows you to create a personalized trading experience that aligns with your investment strategy and saves you time.

  • Home page preference is available on the Questrade Trading platform.

To change your home page, log in to Questrade, select your Name in the top right corner, click Settings, and then choose Preferences.

 

Risk Tolerance Questionnaire (RTQ)

Reviewing QWP Questionnaire

Questwealth Portfolios accounts feature a Risk Tolerance Questionnaire (RTQ), allowing you to easily review and retake the questionnaire.

If your financial situation or goals have changed, you can retake the questionnaire at any time by selecting Review Portfolio. Based on your new risk profile, we will match you with a new portfolio.

 

  • The Risk Tolerance Questionnaire is available on the QuestMobile app and on the Questrade Trading platform.

To find the Risk Tolerance Questionnaire on QuestMobile, log into your account on the app, scroll down below your chart, and select Review Portfolio.

To retake the questionnaire online, log in to Questrade through a web browser, select the Menu icon in the top left corner, head to Accounts, Account Management, and then choose Redo Questionnaire.

 

Customizable Watchlists

Customizable Watchlists

Note: Securities shown are for illustrative, educational, and visual purposes only, and should not be relied upon as financial advice. The information provided is not intended to be and should not be construed as a recommendation, offer, or solicitation to buy or sell.

The markets move fast, and we want to help you move even faster. With our trading platforms, you can create personalized watchlists so you can follow the securities you’ve got your eyes on. This also allows you to organize and align your portfolio to your goals before investing.

We also provide standard watchlists that track certain exchanges, indices, and more to help you follow the financial markets.

  • Watchlists are available on both the Questrade Trading and QuestMobile platforms.

Explore our guides on how to create and customize your Questrade Trading Watchlists and QuestMobile Watchlists.

Order Entry preference

Every trader has unique preferences when it comes to placing orders. Personalize your Order Entry Preference to suit your trading style.

Choose between the Multi-page Order Entry or Single-page Order Entry.

 

Multi-page Order Entry (Default):

Multi-page Order Entry QuestMobile

This view offers a guided, step-by-step approach to order entry. It's ideal for ensuring every part of your trade is carefully considered. 

If you’re just getting started, this can help you review every step of your order to make sure you understand your change in balances and more.

 

Single-page Order Entry:

Single-page Order Entry QuestMobile

Designed for more experienced traders who prefer efficiency, all the required fields for placing an order are on one page, helping you trade in quick-moving markets.

Both order entry types offer a seamless trading experience, letting you focus on your strategy.

  • Order entry preference is available on the Questrade Trading and QuestMobile platforms.

On QuestMobile, set your default order values by tapping the Menu icon in the top left, heading to Settings, selecting Investing, and choosing Order entry preference.

From the Questrade Trading platform, select the Menu in the top left corner, head to Accounts, and then go to Trading. On the Trading page, select the Preferences icon located in the top right area of the screen.

 

Default order values

Default order values on QuestMobile

Customize your Default order values to match your investment preferences. Trade with precision and speed, knowing each order matches your strategy.

Change values such as:

  • Number of shares: The amount of shares to buy or sell.
  • Order type: The conditions under which a trade is executed.
  • Limit order duration: The time frame a limit order remains active.

Discover all the Order types and Order durations offered on Questrade.

 

  • Customizing your Default order values is available on QuestMobile.

On QuestMobile, set your default order values by tapping the Menu icon in the top left, head to Settings, select Investing, and choose Default order values.

 

Extended Trading Hours

Extended trading hours on QT

Take advantage of Extended trading hours and invest on a more flexible schedule. You can access pre and post-market trading on eligible symbols from 7 am ET to 8 pm ET, Monday to Friday.

  • Extended trading hours are available on both the Questrade Trading and QuestMobile platforms. 

To learn how to trade during extended hours, read our article on pre and post market trading.

Dark mode

Personalize your trading platform with the colour themes Light mode and Dark mode. It's all about making your trading environment as comfortable as possible. 
Enabling Dark mode on QuestMobile

Light mode is great for bright settings, offering the classic screen look. Dark mode provides an eye-friendly alternative, perfect for low-light areas or long-term use.

  • Dark mode is available on the Questrade Trading and QuestMobile platforms.

To enable Dark mode on QuestMobile, tap the Menu on the top left corner, select Settings, go to General, and then choose Theme.

For the Questrade Trading platform, select the Menu in the top left corner, head to Accounts, and then go to Trading. On the Trading page, select the Preferences icon located in the top right area of the screen and then under Colour theme select Dark mode.

Discreet mode

Discreet mode on QuestMobile

Enhance your trading privacy with ease using our Discreet mode feature. This feature keeps your Total Equity balance private, allowing you to manage your investments with greater peace of mind.

  • Discreet mode is available on both the Questrade Trading and QuestMobile platforms.

To enable Discreet mode on QuestMobile, tap the Menu icon in the top left corner, head to Settings, select Investing, and toggle on Discreet mode

Note: This feature is automatically enabled in the Questrade Trading platform. 

 

Account nicknames

Account Nicknames on QuestMobile

Make navigating your accounts easier with Account nicknames. This handy feature lets you give each of your accounts a unique nickname. It's a quick and easy way to identify and organize your investments. 

  • Account nicknames are available on both the Questrade Trading and QuestMobile platforms. 

 

To set up your nicknames on QuestMobile, tap the Menu icon in the top left corner, head to Settings, select Investing, and then Account nickname. Here you can select Add nickname on your account(s) for easy identification.

For the Questrade Trading platform, select the Menu in the top left corner, head to Accounts, and then go to Trading. On the Trading page, select the Preferences icon located in the top right area of the screen and then choose Add nickname.

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.

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Get answers to our frequently asked questions

  • How can I fund my Questrade account?

    There are a number of ways that you can fund your account. You can learn more about each of them, and the timeframes associated here.

  • How can I move money and investments between my accounts?

    Transferring between your Questrade accounts is simple. You can easily move your Canadian and U.S. cash, or your investments between accounts any time.

    Check out our guide on internal transfers here.

  • How do I transfer over an account from another brokerage?

    Transferring an account over from another financial institution is easy. You can find out how by reading our guide on withdrawals here.

See All
Multi-page Order Entry QuestMobile

This view offers a guided, step-by-step approach to order entry. It's ideal for ensuring every part of your trade is carefully considered. 

If you’re just getting started, this can help you review every step of your order to make sure you understand your change in balances and more.

 

Single-page Order Entry:

Single-page Order Entry on QuestMobile

Designed for more experienced traders who prefer efficiency, all the required fields for placing an order are on one page, helping you trade in quick-moving markets.

Both order entry types offer a seamless trading experience, letting you focus on your strategy.

  • Order entry preference is available on the Questrade Trading and QuestMobile platforms.

On QuestMobile, set your default order values by tapping the Menu icon in the top left, heading to Settings, selecting Investing, and choosing Order entry preference.

From the Questrade Trading platform, select the Menu in the top left corner, head to Accounts, and then go to Trading. On the Trading page, select the Preferences icon located in the top right area of the screen.

 

Default order values

Default order values on QuestMobile

Customize your Default order values to match your investment preferences. Trade with precision and speed, knowing each order matches your strategy.

Change values such as:

  • Number of shares: The amount of shares to buy or sell.
  • Order type: The conditions under which a trade is executed.
  • Limit order duration: The time frame a limit order remains active.

Discover all the Order types and Order durations offered on Questrade.

  • Customizing your Default order values is available on QuestMobile.

On QuestMobile, set your default order values by tapping the Menu icon in the top left, head to Settings, select Investing, and choose Default order values.

 

Extended Trading Hours

Extended trading hours on Questrade Trading

Take advantage of Extended trading hours and invest on a more flexible schedule. You can access pre and post-market trading on eligible symbols from 7 am ET to 8 pm ET, Monday to Friday.

  • Extended trading hours are available on both the Questrade Trading and QuestMobile platforms. 

To learn how to trade during extended hours, read our article on pre and post market trading.

Dark mode

Personalize your trading platform with the colour themes Light mode and Dark mode. It's all about making your trading environment as comfortable as possible. 
Enabling Dark mode on QuestMobile

Light mode is great for bright settings, offering the classic screen look. Dark mode provides an eye-friendly alternative, perfect for low-light areas or long-term use.

  • Dark mode is available on the Questrade Trading and QuestMobile platforms.

To enable Dark mode on QuestMobile, tap the Menu on the top left corner, select Settings, go to General, and then choose Theme.

For the Questrade Trading platform, select the Menu in the top left corner, head to Accounts, and then go to Trading. On the Trading page, select the Preferences icon located in the top right area of the screen and then choose Add nickname.

 

Discreet mode

Discreet mode on QuestMobile

Enhance your trading privacy with ease using our Discreet mode feature. This feature keeps your Total Equity balance private, allowing you to manage your investments with greater peace of mind.

  • Discreet mode is available on both the Questrade Trading and QuestMobile platforms.

To enable Discreet mode on QuestMobile, tap the Menu icon in the top left corner, head to Settings, select Investing, and toggle on Discreet mode

Note: This feature is automatically enabled in the Questrade Trading platform. 

Account nicknames

Make navigating your accounts easier with Account nicknames. This handy feature lets you give each of your accounts a unique nickname. It's a quick and easy way to identify and organize your investments. 
Enabling Account Nicknames

 

  • Account nicknames are available on both the Questrade Trading and QuestMobile platforms. 

 

To set up your nicknames on QuestMobile, tap the Menu icon in the top left corner, head to Settings, select Investing, and then Account nickname. Here you can select Add nickname on your account(s) for easy identification.

For the Questrade Trading platform, select the Menu in the top left corner, head to Accounts, and then go to Trading. On the Trading page, select the Preferences icon located in the top right area of the screen and then choose Add nickname.