Connect Questrade to AllInvestView
Automatically sync your Questrade portfolio with AllInvestView. Set up in under 2 minutes with secure, read-only access.
Bank-Level Security, Read-Only Access
Questrade uses OAuth2 for secure, read-only authorization. Your login credentials are never shared with AllInvestView.
How to Connect Questrade
- Go to Settings > Broker Sync in AllInvestView
- Click "Connect a Broker" and select Questrade
- You'll be redirected to Questrade's secure OAuth page
- Log in and authorize AllInvestView
- Select which accounts to sync (TFSA, RRSP, margin, etc.)
- Your holdings will appear within minutes
Automatic daily sync, plus manual refresh anytime
What Syncs Automatically
- Holdings across all account types
- Buy/sell transactions
- Dividend payments
- CAD and USD positions
- Account balances
Connect Questrade Now — Free
Start auto-syncing your Questrade portfolio with professional analytics, tax reports, and dividend tracking.
Connect Questrade FreeFrequently Asked Questions
Will it sync my TFSA and RRSP separately?
Yes, each Questrade account type syncs as a separate portfolio in AllInvestView, keeping your tax-advantaged accounts organized.
Are both CAD and USD holdings tracked?
Yes, Questrade dual-currency accounts sync with both CAD and USD positions preserved in their original currency.
Is the connection read-only?
Yes, AllInvestView only has read-only access. We cannot place trades, transfer funds, or modify your Questrade account in any way.