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Uploading documents to your account

Looking to upload some documents for your account? 

We may require you to upload documents when opening an account, or for certain account related requests. We’re happy to help with the process.

Please follow these easy steps to upload:

  • SwitchArrow Upload - PC/Mac

    1. Log-in to your account from the Questrade homepage
    2. Navigate to "Accounts" from the top left menu.
         (If you're already on the accounts page after logging in, you can skip this step.)

    Top left navigation menu button clicking accounts

    3. Hover over the “Account Management” menu button at the top of the page, then select “Upload Documents”.

    Top navigation menu bar selecting account management then upload documents

    4. Select the account you’d like to upload documents for.

    Upload documents page account selection menu

    5. Enter a name for your document on the left, and choose the document type from the drop down menu on the right.

    choose type of document dropdown list

    6. Click “Browse”, then select the file you’d like to upload from your computer.

    Once you have selected the file, please click “Open” from the pop-up.

    Choose file location from computer browse menu

    7. Click the green “Upload” button to finalize your document upload.

    Please note: The maximum file size is 4mb. If your document is larger than this, we suggest uploading either page by page, or using an online service to shrink the PDF or JPEG file.

    Completed upload documents page with prompt to click green upload button

    Once your document has been uploaded, you’ll see this popup appear, simply click “Ok” to move on, or upload other documents.

    Upload confirmation popup prompt to click green OK button

    Congrats! You’ve finished uploading a document for your account.

    If you’d like to check on the processing status, feel free to click the “Upload history” button on this same page for more details.

  • SwitchArrow Upload - Mobile

    1. Log-in to your account from the Questrade website, not the mobile app.
    2. Tap on the Menu icon in the top left corner

    Mobile navigation menu top left with tap prompt

    3. From the navigation menu, tap “Account management” then “Upload documents.”

    Mobile navigation menu select upload documents from list

    4. First, select the account that you’re uploading documents to.

    Mobile choose account for upload from dropdown list

    5. Enter a name for your document on the left, then choose the document type from the menu options on the right.

    Mobile choose document type from lit and enter name

    6. Tap the “Browse” button, and 3 options will appear.

    You can select a photo from your gallery, take a new photo, or browse the files saved on your mobile device.

    mobile browse document to upload from photo library or take new photo

    7. Once you’ve confirmed the file you’re uploading, please tap the green “Upload” button to finish uploading your document.

    Green upload button

    Congrats! You’ve finished uploading a document for your account.

    If you’d like to check on the processing status, feel free to tap the “Upload history” button on this same page for more details.

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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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