2-step verification (2SV)

2SV is a strong, extra layer of security that you use when you log in to your account. After you enter your user ID and password, a time-sensitive, 6-digit verification code is generated and sent to your mobile phone (as SMS text) or by email. You then enter this code to log in to your account.

• To set up 2SV, log in to your Questrade account, go to Settings, click 2-step verification, and follow the online process. You may enable 2SV for every login attempt or for first-time attempts to log in with a new device or browser

Biometric ID for Questrade app (fingerprint, touch, or face ID)

If you have enabled biometric ID on your mobile phone, you can also enable this for the Questrade app by logging in, going to Settings, and clicking Log in with [biometric] ID.

PIN (personal identification number) - for contacting customer services

You can set up a PIN that you use to identify yourself—along with your account number—whenever you contact our customer services team by phone or chat. Using a PIN reduces the number of security questions we ask you, which saves you time and gets you to the support you need more quickly.

• To set up a PIN, log in to your Questrade account, go to Settings > Profile, click Edit, and, in the PIN field, enter 4 digits. To change your PIN, follow the same process.
• Only a primary account holder can set up a PIN.

When you log in to your Questrade account, you can view details on the last time your account was accessed:

On the Questrade app, these details appear at the bottom of the main menu.

For more details (e.g., location, device and/or browser, operating system), click the indicator that appears:

On the Questrade app, click the last login message for more details.

You also receive an email alert the first time your Questrade account is logged into from a device, browser, or location that’s different from previous logins.

Trade confirmation alerts

To set up automated alerts to let you know when an order has been executed (or cancelled), follow these steps:

Questrade Trading

1. Log in to Questrade Trading
2. Click the preferences icon  in the bottom left corner
3. Navigate to Orders
4. Scroll to the bottom of the Orders list – to Notification methods – and select how you want to receive trade confirmation alerts (email or SMS text)

IQ Edge

1. Log in to IQ Edge
2. To open the Alerts window, click the Alerts button in the main section at the top of the screen
3. In the Alerts window, click the dropdown arrow in the top right corner and select Alert preferences
4. Specify how you want to be alerted for trade executions

Questrade app

1. Log in to Questrade app
2. To access the main menu, click the menu button
3. Click Settings > Preferences > Orders
4. Scroll down to specify your preferred notification method—email or SMS text

• Always sign out of your investment account and close your Internet browser when you’re finished
• Never share your password with anyone
• Change each of your passwords regularly: at least once every 180 days (6 months). At Questrade, you’re required to change your password every 6 months. If you have 2-step verification (2SV) set up for your account, your password does not expire
• Avoid logging in to your account from public Wi-Fi networks, libraries, or Internet cafés
• Regularly review your account activity, statements, and trade confirmations
• Make sure you comply with all relevant terms and conditions of our Online Security Guarantee
• Email us immediately at security@questrade.com if you notice any suspicious activity in your account or believe someone knows your password

If your computer has been compromised and you're concerned that your personal information has been accessed without your permission, email us immediately at security@questrade.com or call 1.888.783.7866.

When you contact us, have the following information handy:

• Your name
• Account number
• Answers to your account security questions
• The date of the incident
• The details about your personal information being shared without your permission

For additional information on security, visit these external resources:

• The RCMP's fraud and scam resource page
• The Government of Canada's resources page on identity theft. This comprehensive list includes tips as well as links to provincial agencies
• Canadian Anti-Fraud Centre