Questwealth Portfolios (Questrade)
Questwealth Portfolios (Questrade) -> Wealthica Sync | |
Production | Published |
Accounts | Yes |
Positions | Yes |
Transactions | Yes |
Documents | Not supported |
Connector | CORE |
The Questwealth Portfolios is a separate connector from Questrade. You will need to add this connector in order to aggregate your Questwealth portfolio.
If you require help with finding your Questwealth account number, please refer to this guide.
NOTE: Standalone Questwealth accounts (without the Questrade connection) can’t work because the users “Haven’t signed the market data agreement”. The users need a self-directed account so they go through the process of accepting the market data agreement which unlocks the API. If you open a self-directed account (cash, registered...) and fund it, then the API will start working, and you will be able to connect Questwealth.
Known Issues
Frequent Questions
Enhancements (Planned)