account
Account security centre
March 29, 2019

Questrade is committed to protecting your personal and financial information. We offer a comprehensive, multi-layered approach to safeguard your privacy and ensure that your personal information is secure. We appointed a privacy officer, who is responsible for our overall compliance with privacy legislation. Our goal is to provide you with online access that is convenient, safe, and secure.

While we work hard to ensure our technology meets or exceeds industry standards, the best way to keep your investments and information secure is to work together with us. Take a look at our recommended security measures and privacy policy for helpful information as well as tips to enhance your online security. You can also learn more about some of the common frauds and scams targeting the online financial services industry. No matter what type of device you log in to your account from – desktop, laptop, tablet, or smartphone – security is a shared responsibility.

We guarantee 100% reimbursement for any unauthorized transactions in your Questrade account that result in direct losses, subject to certain conditions. For more information, check our Online Security Guarantee.

  • Setting up authentication for your Questrade account

    Setting up verification codes to identify (authenticate) you when you log in to your account is one of the most important ways to keep your account information secure so no one else but you (or persons authorized by you) can access your information. At Questrade, we offer a number of ways to set this up:

    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.

  • Setting up alerts to monitor login and account activity

    It’s important to monitor your account regularly so that, if you detect any unusual or suspicious activity, you can contact Questrade security right away. At Questrade, we let you know when your account has been logged into from a different device, location, or browser. Also, for self-directed accounts, you can set up trade confirmation alerts to let you know when a buy/sell order has been completed in your account.

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

    User-added image

    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:

    User-added image

    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 User-added image 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

  • Best practices to help keep your account secure

    Follow these best practices to help keep your account secure:
    • 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

  • Reporting a suspicious activity or breach

    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

  • External resources

    For additional information on security, visit these external resources:

You may want to check this out

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The information contained in this website is for information 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.

Questrade Wealth Management Inc. (QWM) and Questrade, Inc. are wholly owned subsidiaries of Questrade Financial Group Inc. Questrade, Inc. is a registered investment dealer, a member of the Investment Industry Regulatory Organization of Canada (IIROC) and a member of the Canadian Investor Protection Fund (CIPF), the benefits of which are limited to the activities undertaken by Questrade, Inc. QWM is not a member of IIROC or the CIPF.