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Account security centre

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.

  • SwitchArrow Protecting access to your Questrade account

    You can access your account only by providing the correct login credentials; i.e., your user ID and password. Along with these credentials, it is important for you to verify your phone and email in your Profile. Doing this enables 2-step verification (2SV) as an added layer of security to help ensure only you can access your account information. With 2SV, we verify your identity by sending a time-sensitive, auto-generated verification code to your phone (by SMS text or phone call) or to your email address for you to enter online to confirm your identity.

    To verify your phone and email, do the following:

    1. Log in to your Questrade account
    2. Under your name, click Profile
    3. In your Profile, to the right of the fields with your Phone number and Email address, click VERIFY. A verification code is sent to you to enter online. Once you enter it successfully, 2SV is enabled at your next login. If you are verifying your phone number, you can choose to receive the code by SMS text or phone call. If you are verifying your email address, you will receive the code by email.
    4. To save your Profile, click SAVE

     

    Mobile authenticators

    In addition to the 2SV options above, we also support mobile authenticators. A Mobile Authenticator is another form of multi-factor authentication, and can help provide additional security when accessing your account online. Authenticators are mobile apps that generate a unique time-based, 6-digit, one-time password (TOTP) that needs to be entered in addition to the standard username and password.

    Questrade now supports mobile authenticators as a layer of additional security for your account, and you can set one up from your Settings page.

    1. Click Manage next to the mobile authenticator option
    2. Turn the toggle On
    3. Save your Recovery codes
    4. Install the app on your mobile device, and scan the QR code on the next page
    5. Your authenticator is now ready to use

    Learn more about mobile authenticators here.

    Trusted device 
    When you are enabled with 2SV, we keep a list of the trusted device(s) you use when you log in to your Questrade account, to ensure the security of your account access. A trusted device is a computer or other device that is designated by you as what you use to log in to your Questrade account. When you log in using a trusted device, you are less likely to be asked to enter a verification code each time you log in.

    A list of your trusted devices is maintained in your Settings > My trusted devices.

    Biometric ID (for Questrade app)

    If you have enabled biometric ID (fingerprint, touch, or face 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 (for contacting Customer Service)

    You can set up a PIN (personal identification number) that you use to identify yourself—along with your account number—whenever you contact our Customer Service 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

  • SwitchArrow Monitoring login and account activity through alerts

    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 physical 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.

    Last login alerts

    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 will also receive an automated email notification when we're made aware your Questrade account has been accessed from a new device or location that's not one of your trusted devices. This email will be sent to the address saved in your Profile.

    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 (web platform)

    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 the 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

  • SwitchArrow Best practices to help keep your account secure

    Follow these best practices:
    • Always sign out of your account and close your Internet browser when you’re finished
    • Never share your user ID and password with anyone
    • Change your password regularly: at least once every 180 days (6 months)
    • 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
    • Chat or call us immediately at 1.888.783.7866 if you notice any suspicious activity in your account or believe someone knows your password
    • For more best practices to protect your online information, see Account security measures

  • SwitchArrow 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, chat or call us immediately at 1.888.783.7866.

    When you contact us, have the following information handy:

    • Your name
    • Account number
    • The date of the incident
    • The details about your personal information being shared without your permission

  • SwitchArrow External resources

    For additional information on security, visit these external resources:

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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.

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