Greenline + Questrade

Questrade is a favourite among Canadian self-directed investors, and it’s easy to see why. Free ETF purchases, competitive stock commissions, and support for every registered account type. If you’re using Questrade, you’re already ahead of most investors on fees.

But Questrade shows you Questrade. If your financial life extends beyond one brokerage, the picture gets harder to see.

What Questrade does well

Questrade lets you buy ETFs for free, which makes it ideal for a buy-and-hold strategy. Stock trades run between $4.95 and $9.95, which is well below what the big banks charge. They support TFSAs, RRSPs, FHSAs, LIRAs, margin accounts, and more.

Questrade also integrates with Passiv, a portfolio rebalancing tool that helps you allocate new contributions across your holdings. For people who want to automate their investing, it’s a strong combination.

Their platform is mature, their mobile app is solid, and their fee structure is transparent.

Where it gets complicated

The gap appears when your investments aren’t all in one place.

Maybe you have a Questrade TFSA but your group RRSP is through work. Maybe your spouse uses Wealthsimple. Maybe you still have a mutual fund account at your bank from years ago. Questrade can show you everything inside Questrade, but nothing outside it.

You can’t see:

• Your total portfolio allocation across all brokerages
• Whether you’re duplicating holdings between accounts
• What your combined fees look like across every account
• Your real net worth from investments alone
• Your adjusted cost base for holdings that span multiple brokerages

That’s not Questrade’s fault. Brokerages are built to handle trades, not to give you a cross-platform view.

How Greenline fills the gap

Greenline connects the dots. You upload your Questrade PDF statement or CSV export, add your other accounts, and Greenline combines everything into one view.

You get:

• One dashboard covering every account at every brokerage
• Fee analysis showing what you’re actually paying across all your investments
• Net worth tracking that reflects your full investment picture
• Holdings deep dive breaking down your real allocation by region, sector, and asset class
• Tax reporting with ACB tracking that works across brokerages

Greenline doesn’t replace Questrade. You keep trading where you trade. Greenline just makes sense of the full picture.

Do you need both?

If Questrade is your only brokerage and you’re comfortable with their built-in reporting, you may not need Greenline right now. Questrade’s tools are more detailed than most brokerages.

But if any of these sound familiar, Greenline adds something Questrade can’t:

• You have accounts at more than one brokerage
• You want to see your total net worth, not just one account
• You want to know your real allocation across everything you own
• You need ACB tracking for tax season
• You want a daily summary that covers all your accounts in one place

How to get started?

If you’re a Questrade user, you can download your account statement as a PDF or export your activity as a CSV. Upload either to Greenline, and your holdings are imported automatically. It takes a couple of minutes.

From there, add your other accounts and you’ll have the complete picture.