Questwealth Portfolios | Questrade Learning (2024)

With a Questwealth Portfolios account, your balances and investments (positions) will be shown on the homepage of the QuestMobile app.

If you have both a self-directed account and a Questwealth account, your combined balances and positions can be found under the “All accounts” view.

While viewing a specific Questwealth Portfolio, if you scroll down past your chart, you can see your current asset allocations, and selected portfolio. Feel free to tap Review portfolio at the top right to view the specific ETFs you hold in the account.

To retake the Questwealth Portfolio Questionnaire:

1. Head to the account you want to review, and below the chart, tap Review portfolio.

2. Tap Continue to retake the questionnaire.

3. After retaking your questionnaire, you’ll find an overview of your Recommended portfolio, which is based on your answers to the questionnaire.
   1. Below your recommended portfolio, you’ll see its associated Risk level.
   2. Here, you can view the portfolio's Asset allocations. To switch between a chart or list view, tap Chart or List on the right side of the screen.
   3. For more information about your portfolio, scroll down and tap on Management fee, Historical performance, or Disclosure.

Select Next at the bottom of the screen to continue with this portfolio. If you’d like to change the information you provided, please select Redo your questionnaire.

4. Select Review and e-sign to read and e-sign your Investment management agreement via DocuSign.

Note: If you exit the portfolio review before e-signing your Investment management agreement, you can resume by selecting Review portfolio as outlined in Step 1, and then choose Sign Agreement on the following page.

5. Once you have e-signed your agreement, it will be marked as Signed. Lastly, select Done to complete the portfolio review.

Please allow 1-2 business days for us to review the changes. We will then update your portfolio to align with your new financial situation. You can review your new portfolio and make more updates after it’s activated.