Page Text: Get answers to our frequently asked questions
How do you keep your fees so low?
By bringing investing online, we reduce overhead and eliminate the layers between you and the market. We then pass those savings onto you.
What is the difference between Questwealth Portfolios and Self-Directed?
With Questwealth Portfolios, you get a portfolio managed by our team of experts. With Self-Directed Investing, you're buying and selling the investments yourself.
Can I talk to a real person about Questwealth Portfolios?
Absolutely. We are just one call away. For account related questions, call 1.888.783.7866.
Disclaimers 1, 2
1 Aggressive Portfolio
Retiring up to 30% wealthier illustrates how investing with a Questwealth Aggressive Portfolio could improve your retirement savings using a hypothetical example. The Questwealth Aggressive Portfolio has an annual fee of #ETF_MERTier1Aggressive+#%, compared to mutual funds that have an average annual fee of #AverageMutualFundFeeAggressive#% (#ComparableFundsAggressive# comparable Class - A #ComparableFundCategoryAggressive# Funds). This is based on an initial investment of $30,000 and a yearly contribution of $5,000, compounded annually over 30 years. Fees may change over time and actual results may vary. No representations and warranties are made as to the reasonableness of these assumptions. Questwealth Portfolios is a service provided by Questrade Wealth Management Inc.
Growth Portfolio
Retiring up to 30% wealthier illustrates how investing with a Questwealth Growth Portfolio could improve your retirement savings using a hypothetical example. The Questwealth Growth Portfolio has an annual fee of #ETF_MERTier1Growth+#%, compared to mutual funds that have an average annual fee of #AverageMutualFundFeeGrowth#% (#ComparableFundsGrowth# comparable Class - A Canadian #ComparableFundCategoryGrowth# Funds). This is based on an initial investment of $30,000 and a yearly contribution of $5,000, compounded annually over 30 years. Fees may change over time and actual results may vary. No representations and warranties are made as to the reasonableness of these assumptions. Questwealth Portfolios is a service provided by Questrade Wealth Management Inc.
Balanced Portfolio
Retiring up to 30% wealthier illustrates how investing with a Questwealth Balanced Portfolio could improve your retirement savings using a hypothetical example. The Questwealth Balanced Portfolio has an annual fee of #ETF_MERTier1Balanced+#%, compared to mutual funds that have an average annual fee of #AverageMutualFundFeeBalanced#% (#ComparableFundsBalanced# comparable Class - A Canadian #ComparableFundCategoryBalanced# Funds). This is based on an initial investment of $30,000 and a yearly contribution of $5,000, compounded annually over 30 years. Fees may change over time and actual results may vary. No representations and warranties are made as to the reasonableness of these assumptions. Questwealth Portfolios is a service provided by Questrade Wealth Management Inc.
Income Portfolio
Retiring up to 30% wealthier illustrates how investing with a Questwealth Income Portfolio could improve your retirement savings using a hypothetical example. The Questwealth Income Portfolio has an annual fee of #ETF_MERTier1Income+#%, compared to mutual funds that have an average annual fee of #AverageMutualFundFeeIncome#% (#ComparableFundsIncome# comparable Class - A Canadian #ComparableFundCategoryIncome# Funds). This is based on an initial investment of $30,000 and a yearly contribution of $5,000, compounded annually over 30 years. Fees may change over time and actual results may vary. No representations and warranties are made as to the reasonableness of these assumptions. Questwealth Portfolios is a service provided by Questrade Wealth Management Inc.
Conservative Portfolio
Retiring up to 30% wealthier illustrates how investing with a Questwealth Conservative Portfolio could improve your retirement savings using a hypothetical example. The Questwealth Conservative Portfolio has an annual fee of #ETF_MERTier1Conservative+#%, compared to mutual funds that have an average annual fee of #AverageMutualFundFeeAConservative#% (#ComparableFundsConservative# comparable Class - A Canadian #ComparableFundCategoryConservative# Funds). This is based on an initial investment of $30,000 and a yearly contribution of $5,000, compounded annually over 30 years. Fees may change over time and actual results may vary. No representations and warranties are made as to the reasonableness of these assumptions. Questwealth Portfolios is a service provided by Questrade Wealth Management Inc.
2 The #ETF_MERTier1Balanced+#% represents a Questwealth Balanced Portfolio and is inclusive of the management fees charged directly to clients and the portfolio management expense ratio (MER) charged indirectly by the ETFs held in the portfolio. Fees vary depending on the portfolio and the amount invested. The average mutual fund fee represents the average MER of #ComparableFundsBalanced# #ComparableFundCategoryBalanced# Class-A funds offered in Canada.
Starting October 1, 2019, you can transfer any account to Questrade from another financial institution, regardless of the balance, and get your transfer fees rebated (maximum rebate $150/account). No limit to the number of accounts you bring over. For a rebate, submit a statement from your financial institution displaying the transfer fees incurred within 60 days of the transfer request being submitted to Questrade. For Questwealth™ accounts, all-in-kind and partial transfers of your securities will be liquidated. Transfers from cash accounts may be subject to capital gains taxes or provide capital losses upon liquidation. Exchange and ECN fees may apply. Terms and conditions are subject to change without notice.
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