Uploading documents to your account

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.)

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

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

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

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.

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.

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

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.

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

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

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

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

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.

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

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.