Transfers into Questwealth Portfolios

Explore basics of transferring cash or investments into your Questwealth Portfolio.

Because Questwealth accounts are held by Questrade Wealth Management, there are some small limitations on transferring cash or investments into these accounts.

Transferring cash into Questwealth accounts

You are free to transfer any amount of cash, at any time, in either CAD or USD to a Questwealth account. Please be aware that this cash will be invested according to the asset allocation of your selected portfolio within 1-2 business days of the transfer finalizing.

To request this transfer, please see the visual instructions in the related article.

Transferring investments into Questwealth accounts

Unfortunately investments cannot be transferred as-is into Questwealth accounts, regardless of the type of investment (Stock, ETF or other). This is because we need to properly allocate your funds into a pre-built portfolio, and cannot have other assets included.

You are however free to sell the investments, and transfer the cash proceeds to Questwealth.