Viewing your account and portfolio summary

In the account management screen, you can view a summary of all your Questrade accounts (both self-directed and managed), including the account holder, account number, account type, and billing account. 

To view your account summary: 

  1. In the left navigation menu, click My accounts and select Account management

  2. Under account #, select the account you want to view from the drop-down menu.

After selecting an account, your account and portfolio summary are displayed. 

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