Questrade forex conta demo

Questrade forex conta demo
Notícias Trading Made Easy.
Corretores de Forex.
Esta é uma lista de corretores que estão atualmente sendo testados com a CNT EA por nossos membros. Para mais informações sobre a CNT EA e para participar na busca do Best News Trading Forex Broker, por favor visite o CNT News Trading EA. Comentários sobre corretores de Forex publicados nesta seção são de visitantes reais e membros da CNT. Nós aprovamos manualmente cada revisão para garantir que sejam autênticas. No entanto, essas revisões podem não representar a experiência típica do cliente com o corretor em particular, portanto, certifique-se de fazer sua devida diligência antes de usar qualquer um dos corretores listados abaixo.
Todo negociante Forex bem sucedido sabe que escolher um corretor Forex não é apenas importante, mas uma parte crucial do seu sucesso. Como o comércio de notícias se tornou mais popular, muitos Corretores Forex foram revelados pelos métodos que eles usam para "proteger" seus lucros. Ao ler e compartilhar suas experiências, você ajudará a comunidade a identificar quais são os corretores bons / ruins.
Os dados estatísticos são enviados por membros reais da CNT usando o CNT News Trading EA.

Comparação de corretagem de ações de desconto on-line canadense & # 8211; 2018
Comparação de corretagem de ações de desconto on-line canadense.
Esta comparação destina-se a mostrar em um só lugar, todas as informações importantes que alguém que está procurando uma corretora de desconto gostaria de saber & # 8211; comissões de negociação, taxas de conta, etc. Há também links para análises de corretagem individuais mais detalhadas. Claro, toda esta informação está disponível em sites de corretores, mas como eu descobri, & # 8211; pode ser muito difícil e demorado compilar até mesmo informações básicas de um site de corretor.
Coisas para procurar em uma corretora de desconto.
Comissões de negociação & # 8211; Não pague US $ 29 por um negócio quando você pode pagar muito menos. Isso não é um bom negócio. Taxas de conta & # 8211; Há muitas condições para as taxas da conta, portanto, estude-as com cuidado. Na maioria das vezes, os investidores com grandes saldos podem ter as taxas renunciadas, mas os investidores menores devem procurar uma conta sem taxas.
Aprenda a negociar.
Eu não posso enfatizar o suficiente para que, se você tiver uma quantidade decente de ativos, tente negociar taxas. Quanto ao quanto você precisa em ativos para negociar & # 8211; Experimente e descubra por si mesmo. Aqui estão algumas áreas de negociação sugeridas:
Comissões de negociação & # 8211; Você está em um grande banco e não está muito longe de ter dinheiro suficiente para se qualificar para uma comissão de US $ 10? Peça para eles agora. A TD e a Qtrade acabaram de ingressar na Scotia reduzindo seu limite de comércio barato para US $ 50.000. Peça ao seu banco para fazer o mesmo por você. Taxas de câmbio de moeda & # 8211; Antes de fazer uma negociação entre moedas, vale a pena ligar e ver que tipo de taxa preferencial pode estar disponível. Transferência para novas taxas de corretagem & # 8211; Se você estiver mudando para uma nova corretora, peça a eles que paguem suas taxas de transferência. Taxas de conta & # 8211; Se você estiver perto do limite para nenhuma taxa de conta, pergunte se eles podem ser dispensados.
Recomendações
Questrade é o meu favorito # 8211; Eles têm cada tipo de conta, você pode ter US $ em sua conta RRSP, segundo menor comissões de negociação (depois de IB). Como um investidor muito passivo, eu não consideraria usar mais ninguém. Confira a revisão completa de corretagem com desconto Questrade, que também oferece um código de promoção de negociações gratuitas de US $ 50.
Corretores interativos tem as mais baixas comissões e taxa de câmbio de todos os corretores listados. As principais desvantagens do IB são que eles só têm contas não registradas disponíveis e há uma conta mínima de $ 10.000.
Os investidores que negociam freqüentemente obtêm as melhores ofertas em comissões. A Interactive Brokers tem o melhor negócio para contas não registradas com um mínimo de US $ 10.000 (mínimo de US $ 3.000 se você tiver 21 anos ou menos).
Os grandes bancos têm bons negócios para traders ativos de US $ 6 a US $ 7 por negociação, o que é apenas um pouco mais do que o de Questrade.
Layout da tabela.
Seria bom poder colocar todos os dados em uma tabela para fácil referência, mas infelizmente nada é tão simples assim. Há tantas taxas condicionais que acabei colocando algumas informações na tabela e também criei uma seção de detalhes para cada corretora abaixo da tabela.
Se você vir um asterisco * no campo & # 8211; clique no campo e ele levará você à informação apropriada abaixo da tabela. Alternativamente, procure por campos com links & # 8211; e clique neles para mais informações.
Por exemplo, nas Comissões de Comércio Online do & # 8220; & # 8221; coluna você verá o intervalo de comissão de & # 8220; $ 24,99 a $ 6 * & # 8221; no campo ao lado do & # 8220; Scotia iTrade & # 8221 ;. Se você clicar nesse link, você será levado para as comissões detalhadas de comércio para Scotia iTrade, onde você pode ler como se qualificar para as diferentes comissões comerciais.
Também associei a minhas resenhas de cada corretora, que conterá informações mais detalhadas. Clique no nome da corretora para ver a revisão. Neste momento, há apenas alguns concluídos, mas estarei publicando mais nas próximas semanas.
Por favor, não copie e cole as informações nas tabelas para outros sites. Você está convidado a link para esta página.
Telefone para taxas exatas.
Mais Informações.
Por favor, não copie e cole as informações nas tabelas para outros sites. Você está convidado a link para esta página.
Detalhes extras de corretagem.
Segurando US $ em um RRSP e outras contas registradas.
O Questrade possui três opções de liquidação de moeda para todas as contas registradas:
Cdn gerenciado $ & # 8211; Todo o dinheiro é convertido em Cdn $ (ou seja, quaisquer fundos em US $ são automaticamente convertidos em Cdn $). US $ gerenciados & # 8211; Todo o dinheiro é convertido para US $ (ou seja, quaisquer fundos de Cdn $ são convertidos automaticamente para US $). Moeda de comércio & # 8211; Cdn $ e US $ podem ser mantidos e nenhuma conversão automática ocorre.
Se você deseja manter US $ em uma conta registrada, defina a liquidação da moeda como US $ gerenciado ou moeda de troca.
Note que se você está fazendo uma troca de moeda mais de US $ 10.000, telefone Questrade para tentar obter um desconto na taxa de câmbio.
Corretores Interativos.
Observe que o IB tem apenas contas não registradas.
Trocas canadenses & # 8211; US $ 6 / mês no câmbio dos EUA & # 8211; US $ 10 / mês & # 8211; waivable se $ 30 em comissões de negociação por mês.
Comissões de comércio on-line.
Estoques de Cdn & # 8211; US $ 0,01 por ação, US $ 1 Cdn mínimo, max é 0,5% do valor de negociação. Ações dos EUA - US $ 0,005 por ação, US $ 1 no mínimo, max é 0,5% do valor de negociação. Atividade mínima de negociação de US $ 10 por mês (US $ 3 se tiver 21 anos de idade ou menos) ou a diferença for cobrada em sua conta.
US $ 10.000 ou US $ 3.000, se tiver 21 anos de idade ou menos.
Credencial direto.
TFSA / RESP / OPEN & # 8211; Nenhuma taxa anual Accts registrados & # 8211; US $ 50 se o saldo for inferior a US $ 15.000.
Comissões de comércio on-line.
US $ 19,00 & # 8211; Se os ativos domésticos forem inferiores a US $ 50.000 e menos de 30 negócios por trimestre US $ 9,95 & # 8211; Se os ativos das famílias forem maiores que US $ 50.000 ou 30-149 negócios por trimestre US $ 7,00 & # 8211; Se 150 negociações ou mais por trimestre.
CDN $ RRSP e outras contas registradas & # 8211; US $ 50 se o saldo for inferior a US $ 15.000 US $ RRSP & # 8211; US $ 50 TFSA & # 8211; nenhum Não registrado & # 8211; Nenhum.
TD Waterhouse.
Comissões de comércio on-line.
$ 29,00 & # 8211; Se os bens do agregado familiar forem inferiores a $ 50.000 e menos de 30 negócios por trimestre $ 9.99 & # 8211; Se os ativos domésticos forem maiores que US $ 50.000 ou 30-149 negócios por trimestre. Declarações online. US $ 7,00 & # 8211; Se 150 negociações ou mais por trimestre.
Conta de negociação de ações registrada & # 8211; US $ 100 se o saldo for menor que US $ 25.000 GIC registrado e fundo de investimento mútuo & # 8211; US $ 25 se o saldo for menor que US $ 25.000. RESP & # 8211; US $ 50 se o saldo for menor que US $ 25.000 TFSA & # 8211; US $ 50 e US $ 8211; dispensado se saldo & gt; US $ 25.000 ou inscreva-se nos eServices.
Banco Nacional.
Comissões de comércio on-line.
$ 28,95 & # 8211; O saldo pessoal é inferior a US $ 100.000 e inferior a 30 negócios por trimestre US $ 9,95 & # 8211; Saldo pessoal maior que $ 100.000 $ 6,95 + 1 centavo por ação & # 8211; máx $ 9,95 Maior que 30 negócios por trimestre.
Note que o saldo necessário de $ 100.000 é para o indivíduo & # 8211; não doméstico, que é a norma para outras instituições.
Contas registradas & # 8211; $ 100 se o saldo for inferior a $ 25.000 RESP & # 8211; US $ 50 se o saldo for menor que US $ 25.000 TFSA & # 8211; US $ 50 se menos de uma transação por ano ou total de ativos for inferior a US $ 100.000 Conta não registrada & # 8211; US $ 80 se o saldo for inferior a US $ 10.000 ou inferior a quatro transações por ano.
CIBC Investors Edge.
Comissões de comércio on-line.
$ 28,95 é a comissão padrão. US $ 6,95 se você tiver pelo menos US $ 100.000 em ativos domésticos. Isso inclui quaisquer produtos CIBC, incluindo contas bancárias, hipotecas. US $ 9,95 se você tiver pelo menos US $ 50.000 em ativos domésticos. Isso inclui apenas ativos de corretagem online da CIBC.
RRSP, RRIF, LIRA, LIF & # 8211; $ 100, a menos que o saldo de todas as contas registradas seja maior que $ 25.000. RESP & # 8211; US $ 50, a menos que o saldo seja superior a US $ 15.000 TFSA & # 8211; US $ 50 Esta taxa está iniciando em setembro de 2011 & # 8211; renunciou se você tem uma conta registrada, bem como conta FundPlus & # 8211; $ 25 Esta conta pode conter apenas GICs, fundos mútuos e renda fixa Não registrada & # 8211; US $ 60, a menos que o saldo seja maior que US $ 10.000 ou você tenha uma conta registrada.
BMO InvestorLine.
Comissões de comércio on-line.
US $ 29,00 se os ativos sobre os quais você tem autoridade de negociação forem inferiores a US $ 50.000 e menos de 30 negócios por trimestre. $ 9,95 se os ativos sobre os quais você tem autoridade de negociação forem maiores que $ 50.000 ou mais de 30 negócios por trimestre.
RRSP, LIRA, RRIF & # 8211; US $ 100,00, a menos que o saldo seja superior a US $ 25.000,00 RESP & # 8211; US $ 50,00, a menos que o saldo seja maior que US $ 25.000 Não registrado & # 8211; US $ 25 por trimestre a menos que o saldo seja maior que US $ 10.000 ou pelo menos dois negócios por seis meses TFSA & # 8211; Sem taxa.
RBC Direto.
Comissões de comércio on-line.
$ 28,95 & # 8211; Se os ativos domésticos forem inferiores a US $ 50.000 e menos de 30 negócios por trimestre. $ 9,95 & # 8211; Se os ativos domésticos forem maiores que US $ 50.000 ou 30-149 negócios por trimestre.
Nenhuma taxa se o total de ativos do cliente for de US $ 15.000 ou mais. Se os ativos forem inferiores a US $ 15.000, uma taxa trimestral de US $ 25 será cobrada independentemente do número de contas. Pode ser evitado fazendo três ou mais negociações em todas as contas.
Scotia iTrade.
Comissões de comércio on-line.
US $ 24,99 por negociação US $ 9,99 & # 8211; Se você tiver US $ 50.000 em ativos combinados ou 30-149 negócios por trimestre, US $ 6,99 & # 8211; Mais de 150 transações por trimestre.
Conta não registrada & # 8211; US $ 25 por trimestre, a menos que o saldo mínimo seja de US $ 10.000 ou uma transação por trimestre. Conta registrada & # 8211; US $ 100 se o saldo de todas as contas for inferior a US $ 25.000. RESP & # 8211; US $ 25 se o saldo de todas as contas for inferior a US $ 15.000. TFSA & # 8211; Sem taxa.
ShareOwner.
Comissões de comércio on-line.
Os negócios do grupo são de US $ 9,95 cada ou US $ 40 por grupo de negociações.
Comissões de comércio on-line.
$ 29 se menos de 10 negócios por mês ou saldo for menor que $ 50.000 $ 9,95 se for de 10 negócios por mês ou mais de $ 50.000 min. US $ 5,00 - máximo de US $ 9,95 se 10 negociações ou mais por mês na solução Disnat Direct.
TFSA & # 8211; nenhum RRSP & # 8211; $ 100 se o saldo for inferior a $ 15.000 RESP & # 8211; US $ 50 a menos que você tenha US $ 25.000 em todas as suas contas Não registradas & # 8211; US $ 25 por trimestre, a menos que um mínimo de dois negócios nos últimos 12 meses. RRIF, LIF & # 8211; $ 100 se menos de $ 25.000 na conta.
Opções Express.
Comissões de comércio on-line.
$ 14,95 se menos de 35 negócios por trimestre $ 12,95 se 35 ou mais negócios por trimestre.
Eles só oferecem contas denominadas em US $ e só negociam em bolsas norte-americanas. Não Cdn $.
TFSA & # 8211; nenhum RRSP & # 8211; US $ 50 se o saldo for inferior a US $ 15.000,00 RESP & # 8211; US $ 50 se o saldo for inferior a US $ 15.000 ou se a conta bancária for superior Não registrada & # 8211; US $ 50 se o saldo for inferior a US $ 5.000 ou inferior a dois negócios por ano RRIF & # 8211; US $ 50 se o saldo for inferior a US $ 15.000 LIF & # 8211; US $ 50 - se o saldo for inferior a US $ 15.000.
Corretores Virtuais.
RRSP, RRSP de Spousal, LIRA, RIF, LIF & # 8211; US $ 50 se menos de US $ 15.000 TFSA & # 8211; nenhum RESP & # 8211; $ 25 US $ RRSP, US $ RRSP de casal, US $ LIRA, US $ TFSA & # 8211; US $ 50
Quer saber mais sobre os RESPs? Compre o livro:
O Livro RESP: O Guia Simples para Planos de Poupança Registrados para Educação.
Tudo o que você precisa saber sobre RESPs.
@Minha Uni $ & # 8211; Eu não posso dizer que eu já tive problemas, embora eu saiba quando eles fizeram uma conversão para sua nova página da web há um ano & # 8211; os tempos de espera das chamadas eram bastante longos. Eu penso em vários minutos.
Desde então, ficou muito melhor.
É difícil avaliar as coisas que você lê online & # 8211; como eu escrevi aqui.
Normalmente, são as pessoas que têm problemas ou adoram o produto que é publicado on-line. Outra coisa sobre o Questrade é que devido às suas baixas taxas e baixas barreiras de entrada (ou seja, você pode iniciar uma conta com $ 1.000 sem taxas), ele tende a atrair iniciantes que estão investindo pela primeira vez.
Iniciantes tendem a ter mais problemas, especialmente quando se trata de transferência entre corretores.
Curioso, alguma das empresas de comércio on-line listadas em seu artigo inclui o acesso à compra das ações da Bolsa de Valores da Austrália?
@peter & # 8211; Eu suspeito que não, mas você pode querer ligar para o IB. Se alguém oferece esse tipo de coisa, eles vão.
Opções Express agora têm taxas mais baratas e o número de negócios por trimestre agora é 9!
@Seashells & # 8211; qual é a nova taxa? o site não mostra a diferença agora, talvez eles não o tenham atualizado?
Hey Mike ótimo post. Estou muito animado e com medo de começar o investimento auto-dirigido. Estou no ponto em que tenho uma pequena quantia de dinheiro que estou disposto a arriscar e procurando uma corretora de desconto para começar. No entanto, eu sou um novato e sei sobre as empresas que eu quero comprar ações, mas não sei nada sobre a compra real do referido estoque ou seja, quais os mercados que posso comprar de etc. Existe uma boa corretora para manequins como eu?
@Jayisnew & # 8211; Questrade é melhor para pequenos investidores por causa das taxas. No seu caso, você precisa passar algum tempo aprendendo primeiro. A corretora não irá ajudá-lo com isso.
Você pode querer considerar investir em fundos eletrônicos TD até ter mais dinheiro.
Eu estou olhando para o comércio em trocas menos mainstream para o comércio internacional. Uma corretora como a RBC Direct Invest é muito limitada. Qual é minha melhor opção?
Além disso, a segurança dos fundos é a minha maior preocupação. Lugares como RBC e TD parecem ser os mais seguros. Algum comentário sobre a segurança das operações menores?
Scotia iTrade aumenta as taxas a partir de abril de 2012.
Agora o QTrade é o melhor de longe. Eu costumava ter o TDW para os e-funds, mas o comércio livre de comissões do ETF bate os e-funds (sem multa de 90 dias). Eu então tive Scotia para o vínculo um dólar (e comissão livre ETF). Mas agora eles aumentam a comissão mínima para operações com bônus para US $ 24,99. Então, agora o QTrade recebe o meu negócio (19,00 com o mínimo de obrigações, e com o ETF sem comissões).
Segurança de fundos é tudo a mesma coisa se você não é um milionário, uma vez que é tudo seguro.
Eu sou um estrangeiro olhando para abrir uma conta de negociação aqui (equidade). alguma sugestão. Eu sei que outros países exigem residência antes que um possa ser aberto? terá um endereço permanente no Canadá.
obrigado por suas comparações úteis. Há algumas coisas que eu não vi em comparação.
1. As ações são compradas através da corretora de propriedade direta dos clientes (registro direto), ou são mantidas pela firma no nome do cliente (ou seja, os clientes são credores não garantidos)?
2. As corretoras se envolvem em hipóteses e re-hipotecas dos ativos dos clientes? Em caso afirmativo, quais são suas políticas a esse respeito?
Eu sou um estrangeiro à procura de uma corretora onde eu possa negociar a bolsa de valores canadense em nome de uma relação de confiança. Qualquer informação que você possa ajudar seria muito apreciada.
Eu aprendi da maneira mais difícil que você tem que ler as regras com muito cuidado e algumas das caixas de seleção são muito confusas. Eu tive problemas com o Scotia i-trade, uma vez que era e-trade, mas está piorando. Eu tinha a maior parte do meu dinheiro com a Scotia McLeod, as taxas eram altas, mas eu confiava nelas. Eu vou tentar alguns dos outros para ver qual me suites. Aprendi a nunca ter contas nos EUA e no Canadá com a mesma corretora. Uma das declarações dá-lhes o direito de movimentar dinheiro e cobrar as taxas de câmbio, mesmo se você tiver fundos na mesma moeda.
@Sheldon & # 8221; Aprendi a nunca ter contas nos EUA e no Canadá com a mesma corretora. Uma das declarações dá-lhes o direito de movimentar dinheiro e cobrar as taxas de câmbio, mesmo se você tiver fundos na mesma moeda. & # 8221;
Quando você me diz qual declaração é essa, & # 8211; Estou curioso, pois nunca presumi que eles fariam isso a menos que você não tivesse fundos para pagar uma transação ou pagar uma taxa.
O meu problema é o que fazer com o & ldquo; loose change & # 8221; ou seja, dinheiro sentado inativo em uma conta. O TD oferece acesso a vários juros altos & # 8221; contas com um mínimo baixo (US $ 1.000?), enquanto o BMO exige um mínimo de US $ 25.000. Da mesma forma, os valores mínimos do GIC na BMO são de US $ 5.000, onde são (acredito) apenas US $ 1.000 no TD. Na Escócia, pode-se colocar dinheiro em um ETF baseado em títulos do governo sem taxa, mas é claro que o valor do ETF não é garantido. Como apontado, pesquisar todas essas informações para as diversas corretoras é tedioso.
Basta saber se você investigou se alguma das Corretoras de Desconto oferece RDSPs? Eu sei que a TD Waterhouse, mas eu acho que eles estão sozinhos nisso. Isso está correto? Enfim ótimo trabalho que estabelece a comparação, muito útil.
Você deve incluir taxas de plataforma na sua comparação!
Obrigado Mike pela sua comparação.
Eu adoraria ler mais sobre como as pessoas gostam das diferentes plataformas de negociação. Eu tenho uma conta com OptionExpress e gosto muito, no entanto, eles não negociam canadense $, então eu manter minha conta com TD, eles trading plataforma é tão difícil de usar qualidade terrível em: citando, gráficos, exibição de conta, etc & # 8230; Estou tão frustrado e desejo muito deixar o TD. No entanto, quem é o software de negociação é o melhor? Eu tentei o Quest Trade e não gostei.
Alguém tem uma comparação de taxas de plataforma? Eu costumava estar com a liberdade de comércio lá plataforma incluída intraday gráficos de graça, mas a Scotiai Trade agora está cobrando 70-100 $!
A Scotia ITrade está introduzindo saldos de conta mínimos e taxas anuais para contas registradas. O prazo para os clientes existentes era amanhã, mas foi estendido para 21 de setembro. A tabela de comparação precisa ser atualizada. Aqui está a informação que me foi enviada:
Para contas registradas que não sejam do RESP, é necessário ter US $ 25.000,00 ou mais em ativos combinados com o Scotra iTRADE para evitar uma taxa anual de US $ 100,00 (mais o HST) cobrada em sua conta registrada no dia 15 de setembro.
Eu costumava estar com iTrade, em seguida, taxa de plataforma foi de US $ 31,45 agora é de US $ 70 ou US $ 100, dependendo quantas vezes você troca, eu finalmente mudei para VB. Fiz muita pesquisa e descobri que eles são a empresa de negociação online com melhor preço no Canadá. iTrade é o seu típico banco canadense que níquel e você morre.
Alguém pode me dizer quais corretores (se houver) permitem paradas de trailing ajustáveis ​​em negociações de ações?
Eu usei a plataforma de Flight Desk Scotia itrade e é provavelmente tão difícil de ler quanto a plataforma TDW, mas acho que vou me acostumar com isso.
Bill: Eu confirmo seus comentários sobre as taxas da Scotia. Eu decidi pegar todos os meus fundos corretor regular e colocá-lo em discussão. Negociei a devolução da taxa de US $ 100 porque estou investindo 250 mil, obtendo 100 dias de negociações gratuitas (embora eu não seja um cliente novo), e eles estão cobrindo as taxas para as transferências, e eu vou ter a sua plataforma de negociação superior de graça. Eu acho que você precisa desse nível de conta para obter as vantagens, mas faça o que fizer "NEGOTIATE".
Alguém já usou o Credential Direct? Seu write-up parece bom, mas eu estou querendo saber se eles permitem negociação de contingência. Ninguem sabe? Acho que eu ligarei para eles no começo da semana que vem se eu não ouvir de volta aqui. primeiro.
Ótimo post Mike & # 8211; obrigado.
Duas perguntas para o grupo & # 8230;
1) Alguma idéia de quando este artigo foi escrito? Eu olhei, talvez eu esteja perdendo, mas eu estaria interessado em saber como isso é atual (este comentário foi escrito em 4 de janeiro de 2013, para registro).
2) Eu não sei o que é uma quantia pequena vs. grande de dinheiro para uma corretora de desconto. Eu estou olhando para configurar uma conta com.
US $ 120K e # 8211; é tão grande assim? Isso muda se devo ou não olhar para uma pequena corretora (IB / Questrade) vs. um banco? Como um pôster apontou, todo o dinheiro é segurado até US $ 1 milhão, então não vejo por que isso importaria. Nós (minha família) temos cerca de o dobro do que com uma grande corretora institucional e estamos recebendo "HOSED sobre as taxas, então eu decidi a) ir direto b) seguir um passivo / couch potato / dormir estratégia de investimento canadense. Comentários de boas vindas sobre esta ideia & # 8230;
@Dark Helmet & # 8211; O artigo foi escrito há alguns anos, mas como o título sugere, & # 8211; Eu tento mantê-lo atualizado com atualizações regulares.
Pequeno geralmente significa menos de US $ 50 mil em ativos. Menos do que isso significa comissões muito altas nas corretoras bancárias.
O OX Canadá encerrou em vigor no início de dezembro. Todas as contas foram trocadas para os corretores virtuais.
OX foi o melhor corretor que eu já usei no Canadá, e eu usei IB, Etrade, Fidelity, TD e outros. Até agora, o VB tem sido uma experiência absolutamente horrível. A maioria dos funcionários é incompetente. Eles não retornam e-mails. Os tempos de espera do telefone são enormes. As plataformas de negociação são confusas e outras fornecem informações incorretas ou incompletas. As declarações são ruins. Rejeições comerciais são comuns, e elas nunca lhe dizem por quê.
Eu vou para o IB em um piscar de olhos se eles oferecerem RRSPs. Eu estou esperando que a TD ofereça a plataforma ThinkorSwim com RRSPs em breve. Dedos cruzados.
Eu queria comentar sobre o RBC; Não tenho certeza se você faz uma distinção entre o RBC Direct e seu braço de Investimento Direto. Seja qual for a sua afirmação de que, se você tiver mais de 50.000 ou mais em ativos domésticos, pagará $ 9.95 & # 8221 ;. Eu estava tentando obter essa taxa atribuída à minha conta como eu tenho mais de US $ 80.000 em RRSPS, o saldo da minha hipoteca e HELOC com eles (lotes de equidade eu já paguei!) E eles me disseram que ele '# 8217 s 50.000 com Investimento Direto NÃO RBC.
Eu NÃO vou pagar US $ 30 + por transação.
Apenas pensei em compartilhar minha experiência com a Virtual Brokers.
Eu estou tentando abrir uma nova conta há algumas semanas, mas eles não respondem a e-mails e, quando eu ligo, eles me colocam em espera para sempre. A única razão pela qual estou até ligando é porque eles me deixaram uma mensagem dizendo "Tivemos um problema ao abrir sua conta; nós ligaremos de volta, mas caso não o façamos, ligue para nós em & # 8230; & # 8221 ;. Não é exatamente inspirador de confiança! Então, vou tentar o Questtrade & # 8230;
Eu estava feliz em negociar com o Options Xpress, mas eles transferiram todas as suas contas canadenses para a Virtual Brokers. Que pesadelo. Seu site é confuso e totalmente desconcertante com 3 plataformas diferentes. Leva uma eternidade para se conectar com alguém no telefone. Os detalhes da negociação não serão publicados até o dia seguinte. Negocio opções estritamente como substitutos de ações, empregando exclusivamente opções de compra e venda. Eu sou estritamente um selecionador de estoque, indo longo e curto. Alguém tem uma sugestão para uma alternativa melhor?
Foi com o Virtual Brokers desde a aquisição do OptionsXpress. Ficar longe. Eu sou principalmente um investidor de renda. Os dividendos chegam várias semanas atrasados, se é que chegam. Solicitações para transferir fundos para o banco são ignoradas. Eu tentei transferir uma conta para outro corretor e ainda não foi iniciado após 7 semanas. Parece que uma vez que eles têm seu dinheiro, eles nunca vão deixar você tê-lo de volta! Além disso, tenha cuidado com os planos de DRIP, os corretores virtuais, o Questrade e alguns outros que possuem seu próprio plano interno. Você não será elegível para receber re-investimentos com desconto ou dividendos aprimorados oferecidos por muitas empresas.
Kevin está no local sobre a Virtual Brokers. Eles parecem ter sofrido algum tipo de colapso desde a absorção dos clientes da Options Express, vencendo o Globe & amp; Mail 2012 classificações de corretores on-line e assumindo sua própria compensação.
Não se incomode em tentar abrir uma conta com eles no futuro previsível. Seu aplicativo vai cair em um buraco negro. Eles não atendem a e-mails ou telefonemas.
Eu não posso comentar sobre suas plataformas e desempenho comercial, já que eles me negaram a experiência.
Que pena! Eles queriam ser o Costco do mundo de corretagem on-line, mas eles realmente são uma loja de esquina que oferece ótimos preços em itens que estão fora de estoque.
Eu também estou esperando que o IB ofereça contas registradas & # 8230; por que eles não aproveitam essa enorme oportunidade?
Ditto TD e thinkorswim & # 8230; eles já o possuem há alguns anos, mas ainda não são amigos do Canadá. Bastante patético para um canadense & # 8221; banco, mas eu acho que eles estão felizes em clientes canadenses com seu serviço TDW regular.
Alguém sabe quais empresas de corretagem fornecem relatórios de ganhos de capital para transações? Atualmente estou com o Questrade, mas recebo apenas um resumo das transações. Isso significa que eu tenho que calcular os ganhos / perdas de capital em cada temporada de impostos. Ouvi dizer que alguns dos grandes bancos oferecem relatórios completos de ganhos de capital, são apenas para clientes de alta renda líquida?
Eu tenho as mesmas perguntas que Karen O. acima.
Eu tenho uma conta no Qtrade.
Minha esposa é RBC Direct.
Eu estava anteriormente com o questrade mas saí depois de sete erros técnicos diferentes no sistema deles cancelarem meus negócios. O Questrade é, na verdade, classificado como o mais baixo do país em termos de satisfação do cliente, mas as pessoas são atraídas por seus preços baixos.
Ótimo site de referência. Obrigado por tomar o tempo para manter a informação atual.
FYI, em fevereiro de 2014, o site da Morningstar publicou um artigo sobre as taxas. Um dos itens mencionados foi a possibilidade de algumas corretoras reduzirem ou eliminarem suas taxas adicionais de câmbio quando você comprar ações dos EUA com dólares canadenses. O processo, para tê-las em vigor, foi referido como WASHING, no artigo.
Você liga para a corretora ao mesmo tempo em que faz o negócio (você mesmo on-line) e pede que eles compensem o seu dólar americano com outro dólar americano. Parece que desta forma você só vai cobrar a taxa de câmbio.
Você pode esclarecer esse processo?
Olá, sou novo no mercado e aprendo o máximo que posso. Alguém pode sugerir se algum desses corretores on-line são bons, VB e Optionshouse. Qual deles você recomendaria com taxas baixas, etc. Eu só tenho $ 1k para jogar por agora. Eu li os comentários sobre o VB, que talvez estejam desatualizados. Basta saber se o VB ainda é ruim quando se trata de atendimento ao cliente, suporte, etc.
Bem, eu espero que você tenha uma experiência melhor com Questrade Raj, porque eu aconselho você a ir para ele .. goodluck.
Gostaria de saber qual destas plataformas de auto-negociação oferece uma boa parada em% em vez de um preço fixo? Trailing stop by pourcentage é de longe a melhor ferramenta no tipo de mercado que temos agora.
Eu estou com o RBC direto e não é bom. Eles só têm stop loss a um preço fixo e você precisa renová-lo a cada 30-40 dias. Eles me disseram que é a lei canadense que fez o stop loss temporário. Não pode mantê-lo por um longo tempo.
Então, se o mercado falhar e você não reconfirmar a parada perdida em cada uma das ações que você possui, diga Bye! Tchau! às suas economias.
Parece que a maioria das análises das Corretoras on-line se concentra em itens de berço, taxas por comércio, taxas de administração de conta, etc.
Estou mais interessado em & # 8220; valor agregadores & # 8221; tais como relatórios, particularmente relatórios de desempenho consolidados versus declarações de carteira; e pesquisa e orientação de informações, como recomendações para mix de ativos; geográfica, FI vs patrimônio; Fundos Mútuos vs ETFs, etc.
Alguém encontrou uma boa fonte de pesquisa e comparativos sobre fatores como esses?
Não tenho certeza da idade desse artigo, mas gostaria de responder a Stephen acima sobre "comércio de lavagem". O TDW tinha uma maneira confusa de fazer isso para contas registradas. Se você comprar uma ação / opção em US $ na primeira vez, é claro que receberá uma taxa de conversão. Mas se você os chamar ONCE, eles configurariam o comércio de lavagem, assim, à venda de ações / opções em US $, um fundo do mercado monetário em US $ será adquirido automaticamente. Se você fizer outro comércio de US $, este fundo do mercado monetário será vendido automaticamente para cobrir a compra. Você também pode comprar o fundo do mercado monetário em US $ primeiro e depois começar a negociar em US $.
Em dezembro de 2014, a TD dividiu o C $ & amp; Porções de US $ de contas registradas (sobre o tempo !!), então o método acima não é mais aplicável, mas algumas outras corretoras podem usá-lo.
Das outras corretoras, o RBC tem C $ & amp; Contas registradas de US $ por no mínimo 2 anos (se não mais).
As coisas acontecem muito lentamente nos grandes bancos do Canadá. Por exemplo, o site e os recursos do TD são dos anos 90. Seus aplicativos para celular / tablet são desajeitados. Eles precisam acordar e dar o passo para entrar no século 21!
Olá a todos. Sou estudante internacional no Canadá e gostaria de saber se existe alguma corretora de desconto canadense que não exija cidadania para abrir uma conta.
Eu fiz algumas pesquisas e vai ser difícil encontrar uma, então minha próxima pergunta é porque eu tenho uma conta no banco CIBC e já investi em alguns fundos mútuos através deles como seria boa ou má idéia para mim ficar com apenas fundos mútuos desde que eu não disponho de uma enorme quantidade de dinheiro.
Também há solução para mim ir com CIBC Investors Discount Brokerage, mas em relação ao post acima eles têm taxas mais elevadas e não tenho certeza se devo abrir conta com eles. Estou planejando investir cerca de US $ 4000.
Eu sou iniciante que gostaria de começar a negociar com a ETF desde que li alguns artigos sobre isso e gostaria de receber qualquer ajuda.
Acho que devemos começar a falar sobre o Suretrader também. Eles provavelmente têm os melhores empréstimos para curto prazo junto com IB para trader ativo que negocia smallcaps na NASDAQ e AMEX. Ao contrário de outro corretor que limpar suas próprias coisas, eles limpar através do ETC.
Fique o mais longe possível de VB. Esses caras são os piores! Eu queria comprar um MF específico e entrei em contato com ele antes de se inscrever. Eles disseram que estava disponível. Depois que eu me inscrevi, a mesa de operações deles me diz: "Desculpe, na verdade não está disponível". Então tento fechar minhas contas e elas não me deixam devolver todo o meu dinheiro. Eles mantêm um "saldo mínimo" lá. Quando eu ligo e reclamo, eles dizem que vão "resolver". Um mês depois, ainda não recebi o restante e, quando verifico minha conta do VB, vejo que o dinheiro foi cobrado como "Taxa de inatividade". Eu tento ligar para eles e não posso nem mesmo passar pelo horrível atendimento ao cliente.
Pior experiência ... sempre!
Nov 26/15 Como um trader iniciante buscando por uma plataforma de negociação de desktop para usar eu tenho testado alguns antes de cometer. Atualmente, neste momento, estou experimentando o Thinkorswim, também conhecido como US US Platform Platform e IB (Interactive Brokers) da TD. Antes disso, tentei o Questrade. Meus comentários até agora são, se você gosta de simplicidade e velocidade de execução, então vá com o IB. Se você gosta de & # 8216; alot & # 8217; mais complicado de uma configuração de tela do que escolher Thinkorswim. Pode ser esmagador e exige um pouco de aprendizado para dominar. Questrade cai em algum lugar dentro dos dois. A versão da Web do Questrade que encontrei é muito boa para aqueles que apenas querem fazer negociações ocasionais. Eu vou estar olhando para fazer uma demonstração de Suretrader em seguida. Supostamente com a Suretrader, pode-se abrir uma conta de negociação com apenas US $ 500 e financiá-la com um cartão de crédito / débito. Eu certamente espero que as pessoas usem sua discrição nessa ideia. Mais dois na minha lista são o Speedtrader e o Centerpoint Securities. O último sendo apresentado como o melhor para emprestar empréstimos de qualquer plataforma, mas o mais alto para começar a negociar. É necessária uma conta mínima de US $ 50 mil. É claro que com todas essas plataformas, dependendo do número de negócios que você fará, afeta o preço das comissões. Quanto mais negócios um realiza, menos o preço de comissão que se paga. Se alguém tiver usado ou estiver usando qualquer uma dessas plataformas, sinta-se à vontade para fornecer seus comentários.
O artigo diz que o IB fornece apenas contas não registradas. Não acredito que seja preciso. Eles permitem RSPs e TFSA.
Você poderia me recomendar a corretora que aceita residentes russos?
Eu estou procurando o acesso on-line para a Nasdaq e NYSE.
Desde já, obrigado.
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Posts populares.
Comparação de corretagem de desconto canadense.
Melhores taxas de poupança de juros de alta canadense.
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Revisão de Questrade.
A Questrade é a maior e mais popular corretora on-line do Canadá desde fevereiro de 2018. Eles foram fundados em 1999 e oferecem uma gama completa de produtos / serviços de investimento / negociação para o investidor médio e o trader ativo de alto volume.
Sua jornada desde a indústria da avalanche da indústria nos seus primeiros anos até seu atual lugar no topo, consistentemente, como a melhor corretora do Canadá (citada pelo Globe and Mail, pela MoneySense Magazine e pelo ranking anual da Deloitte) tem sido longa e fascinante. .
Dentro desta revisão aprofundada do Questrade, explorarei sua impressionante variedade de ofertas e debates se você quiser participar.
Comissões e amp; Honorários.
Questrade Offer Code.
A tabela acima deve ser olhada novamente! Não é um erro de digitação, nem um exagero! A Questrade oferece as negociações mais baratas em praticamente todas as categorias de investimento em todo o Canadá. Há uma estrutura de preços que não mudou desde o seu início e é tão impressionante que realmente incentiva novos e pequenos investidores a entrar no jogo do investimento, ao mesmo tempo em que atrai investidores insatisfeitos de outras corretoras.
Questrade convenientemente pode cobrir todas as taxas de transferência impostas por outras instituições financeiras se estiver interessado em mover sua conta de negociação existente para eles. Isso faz com que o fascínio se torne ainda mais tentador.
Para negociação de ações, a Questrade oferece uma estrutura única de preços democrática. Investidores de longo prazo, menos ativos, têm a opção popular de 1 centavo; por ação com uma taxa mínima de US $ 4,95 / trade e um teto de comissão máxima de US $ 9,95. Comerciantes ativos & # 8212; aqueles que fazem negócios de ações de alto volume & # 8212; tem a escolha de 1 & cent; por ação (1 & cent; mínimo / $ 6,95 no máximo), ou uma comissão de $ 4,95 de comissão por ações. Todos os titulares de contas podem alternar entre essas opções de preços a qualquer momento. Mas esteja ciente de que uma mudança para o programa de trader ativo envolve a assinatura de um dos vários planos avançados de dados de mercado da Questrade.
Desde 2013, a Questrade continua sem comissão sobre a compra de ETFs (Exchange Traded Funds). Os ETFs são gratuitos para todos. Isso mudou radicalmente a face do investimento em índice para melhor. Ele abriu um novo mundo para aqueles que preferem comprar mensalmente para aproveitar a média do custo do dólar. Também faz com que os juros compostos e os portfólios de reequilíbrio sejam muito mais doces.
Enquanto estivermos no tópico de ETFs, muitas outras corretoras (incluindo bancos) ainda cobram uma taxa por negociações de ETF, por incrível que pareça, assegurando a desaceleração do tempo do mercado & # 8221; estratégia como uma prática comum por muitos investidores amadores nestas outras saídas financeiras na esperança de economizar nos custos de comissão. Obviamente, isso não é mais necessário ao investir na Questrade. Com tantos voltando-se para ETFs estes dias devido ao seu baixo MER e alcance diversificado é uma lufada de ar fresco maravilhoso para poder fazê-lo sem nenhum custo. Todas as indicações parecem ser que Questrade foi o primeiro corretor de descontos no Canadá a fazer isso, e eu os aplaudo.
O Questrade também deixa claro que eles não cobram taxas de instalação, taxas anuais e taxas ocultas em qualquer um de seus serviços, o que é uma mudança bem-vinda em relação à norma da indústria. Uma nota especial deve ser dada, no entanto, à forma como eles lidam com a inatividade da conta.
Embora historicamente Questrade nunca tenha cobrado uma taxa de inatividade, eles recentemente fizeram uma mudança sutil nessa política. Na verdade, não é tão ruim quando você lê os detalhes. Se qualquer coisa é bastante razoável. Esse ajuste de política pode cobrar US $ 24,95 (sem impostos) por trimestre. No entanto, todos os titulares de contas do Questrade, incluindo famílias com o mesmo endereço físico (que também pode ser um grupo de estranhos ao usar o programa myFamily), com ativos combinados de pelo menos US $ 5.000 estão isentos dessa taxa de inatividade. Esta taxa também não se aplica a contas de caridade, contas forex, indivíduos com 25 anos de idade ou menos, e todas as novas contas abertas por apenas 6 meses. Se, no entanto, esta taxa ainda se aplicar a você, então faça pelo menos uma negociação comissível por trimestre (uma vez a cada 3 meses) e você não será cobrado. Além disso, se você estiver inativo por um trimestre e for cobrado, ao fazer pelo menos uma negociação no trimestre seguinte, será acionado um reembolso de até $ 24,95 em negociações sem comissões como compensação. Justo.
Para a maioria dos investidores, essa mudança de política é trivial, já que seus ativos são quase sempre superiores a US $ 5.000. E assim a maioria das pessoas nunca será cobrada essa taxa de inatividade. Como já referi anteriormente, penso que esta alteração é perfeitamente razoável e ainda é melhor do que todas as outras corretoras de desconto que cobram uma taxa de inactividade, sem excepções, fazem-no com maior frequência (mensalmente) e cobram taxas ocultas qual Questrade não faz.
Novas contas.
Existem dois conjuntos de contas oferecidos pela Questrade: Self-Directed e Online Managed Investing.
Investimento Autônomo: Essas contas são para aqueles que querem o controle total de suas decisões de investimento. Eles vão te poupar mais dinheiro, em termos de custos de comissão. A conta de Margem Padrão (Individual) é o tipo de conta mais popular aberto por novos clientes.
Investimento gerenciado: Essas contas são para aqueles que querem que a Questrade gerencie todas as decisões de investimento em seu nome, por uma taxa anual nominal. Eles exigem o menor esforço de sua parte e tendem a obter retornos mais elevados a longo prazo. De minha análise, essas contas são realmente tratadas por uma equipe real (a divisão Questrade Wealth Management) nos bastidores. Sob sua gestão, eles consideram seus objetivos pessoais e tolerância ao risco para combinar, gerenciar, monitorar e ajustar os melhores investimentos sem o seu envolvimento diário. Questrade chama esse portfólio de QI.
Questrade Accounts.
Standard Margin:
Informal, Joint Informal, or Formal Entity:
Sole Proprietorship, Partnership, Investment Club, or Corporation Registered:
TFSA, RRSP, LIRA, RIF, LIF, Individual RESP, or Family RESP Forex (FX) & Contract For Difference (CFD) Trading.
Actively Managed by Staff Assigned To Your Account @ Questrade.
Please note, unlike self-directed, managed investing comes with a price — a $14/year minimum management fee charge. In my opinion self-directed is all one will ever need considering how making informed investment decisions is quite simple for even newcomers these days. And to compound on this, self-directed accounts have no fees (outside the usual trade commission) associated with them unlike their managed investing cousins. I’ll be going in-depth on their managed investing side in a later section of this review.
Initial Deposit Requirements.
Although immediate access is gained after joining (don’t forget to use the Questrade offer code : Canada to get $50 free during sign-up), your account isn’t activated. To officially activate your account, so as to begin trading, an initial deposit is required.
For stocks and options, you will need to maintain a minimum equity balance of $250, after meeting the initial deposit requirement, to keep your active account in good standing. If, however, you plan on doing managed investing then it’s required that you maintain $1,500 in account value once you’ve invested. If that value drops below $1,500 then your investments will be liquidated.
Once this initial minimum deposit has cleared, Questrade emails you a confirmation message. For offline applications you will be contacted by one of their representatives confirming trading can begin. It takes roughly 1-3 business days for Questrade to receive and process this deposit.
* Canadian currency deposits into forex & CFD accounts are auto-converted into US currency.
Sign-up Process.
Opening an account with Questrade is a remarkably quick, intuitive, and painless process. It took me no more than two minutes to open a general account, which immediately gave me access to practice within trading platforms, and to post on their vibrant discussion forum. It took me under twenty minutes to open their popular individual margin trading account.
The online application requires your social insurance number (for reporting interest and dividends earned to CRA, but you are given the option, on the page, to not allow them to use your SIN), employment information (or source of income if unemployed), and a form of identification (e. g., driver’s license). And although they have an offline alternative that you can printout and fill in, I highly recommend their secure online process instead because it reduces the amount of write-in errors and legibility issues, and supports DocuSign for the online signature signing process.
One of the first things you are required to do when signing up is to define a user ID and password for your new account. Doing so provides the incredibly convenient ability to return to an incomplete application at a later time.
I found that sessions during sign-up time-out after 30 minutes of inactivity. This is more than enough time to collect required documents and credentials, and to review your inputted details for any mistakes.
Ways To Fund Your Account.
Accounts numbers consist of ten numerical digits (e. g., 12345678-90). This is a step up from their pre-2011 six character alphanumeric size, and as such it’s been reported that some external banks still enforce an eight character limit for payee accounts when you attempt to send money to Questrade. To get around this our readers have indicated that you only need to provide the first eight digits of your Questrade account number. Using this helpful workaround your funds will still be delivered successfully.
When making a deposit using online banking or via Interac you should keep in mind that it’s not possible to send USD to your Questrade account — only CAD. This is due to a limitation of EFT at the issuing bank, not Questrade. All the other funding methods shown above support the ability to fund your account with either CAD or USD. Withdrawals of USD funds from your Questrade account to a USD bank account works perfectly fine.
If you need to deposit USD currency right away and none of the methods above fit your needs, you still have few more options: You can convert your existing CAD balance, held within your Questrade account, to USD using the Exchange Funds tool (found under Requests ). This can take up to 24 hours to process. Or, you can take advantage of Norbert’s Gambit (see the FAQ)! Successful conversions have been confirmed by readers of this Questrade review.
Before withdrawals can be initiated, Questrade requires that you provide a void cheque or a pre-authorized deposit agreement form signed and stamped by your bank. This only needs to be done once per bank account. It takes roughly three business days to process a withdrawal and for the funds to arrive into your bank account.
Member’s Account.
Your account’s primary control portal is known as myQuestrade (alternatively, Questrade Account ) and it is a beautiful experience with well thought out organization and visual appeal. There is a lot of love put into this portal, providing a consistent fully immersive and responsive experience. I found that it worked seamlessly with every smartphone, tablet, laptop, and desktop I could throw at it.
This portal fully integrates trading and account management together effortlessly. It gives immediate access to buying and selling securities, working with research tools, using a bustling library of partner apps (and developer’s API) on any of your devices, viewing your account activity, analyzing balances and positions, managing your personal details, viewing statements, making fund transfers in & out of your accounts, uploading & downloading your documents, exchanging CAD/USD currency between accounts, taking corporate action on shareholder communications, transferring positions, opening additional accounts, retrieving tax slips, exercising options, interacting with mutual funds, and more.
Once your account is activated for trading you are conveniently asked when you log in for the first time to select a default home base. A home base is where you would like Questrade to directly place you each time you log in. You have a choice of either your account management page or the online trading platform. This is definitely a helpful time saver, but, if necessary, you can jump between each via an always-visible top menu bar. And you can change your home base at any time from the Settings page.
They also have several self-help areas, including a robust learning centre of ebooks (e. g., options strategies, and Forex & CFD trading), fact sheets, an in-depth glossary, and a very active online community discussion forum called The Exchange . The Exchange is where you’d want to hangout, ask questions among other engaged investors, share expertise, and browse a growing library of how-to resources and help guides. I found this area to be very enjoyable, especially because so many were sharing incredible investment advice and unique tips that I may not have discovered in other ways. A welcome surprise was seeing Questrade’s representatives so consistently involved in this forum’s discussions.
Located under the Reports menu option are a slew of subcategories providing details about trading and general account activity. Some of these subcategories include: Investment Summary (pictured above), Trade Confirmations , Account Activity , Statements , Investment Return , and Tax Slips . Collectively, these reports allow you to explore all of your investments (stocks, funds, bonds, etc), buying power, total equity, current cash balances and positions (in CAD and USD), and more.
Your trading history is maintained for 36 months while eStatements, generated monthly, are stored for 7 years. Tax slips (e. g., T3, T5, T5008) are also made available electronically for each year.
New statements are published on the 15th of each month and made available for immediate download as PDF files. These reports have improved dramatically over the years and contain a rich tapestry of useful colourful charts and graphs to make it easier to understand your performance to-date and compare it against previous years. Going further, these statements are very detailed, and very carefully constructed not to just be intuitively understood by the layman investor, but goes in-depth to provide breakdowns of the month’s activity details, a summary of all trades settled by the end of that month, conversion rates, allocations, current and historical rates of return, dividend distributions, and special notes from the brokerage.
Because I view myself as an average investor, the styling approach laid out in these statements are an excellent bonus offered by Questrade.
Although Questrade highly endorses the viewing, downloading, and/or printing of monthly statements online as PDF files, and provides them free of charge, they still offer the alternative option of mailing out paper statements. This alternative, however, does cost $20 per statement. If you still prefer these hardcopies, then you can put in a request directly by phone or through their live help chat window.
Dual Currencies.
Questrade’s margin and registered accounts are comprised of two sub-accounts — one that holds Canadian funds, and the other for holding U. S. funds. This is incredibly convenient since it stops unnecessary automatic conversion charges, common at virtually all other brokerage firms, when trading U. S. instruments. Questrade does not do automatic currency conversions. Other brokerages, on the other hand, do this simply because it maximizes their profits. Good for them, bad for you.
For example, with Questrade things like U. S. dividend income from U. S. traded stocks will remain as USD and automatically be deposited into your U. S. sub-account. The same is true when funding your margin (or registered) account by either currency type; the funds will automatically be placed into the associating sub-account of the same type.
Funds can be moved between sub-accounts using Questrade’s Exchange Funds feature, but just take careful note that by using this tool it will involve a conversion based on the spot rate at the close of market in Toronto plus a spread fee. This spread fee is 1.99% for both margin and registered accounts. If total equity exceeds $100K, however, this fee drops to 1.70% for margin and 1.00% for registered accounts. If converting between USD/CAD, a better approach would be to use the Norbert’s Gambit technique because it eliminates almost all currency exchange fees. Please see the FAQ for more details.
An interesting related note is that Questrade continues to be the only brokerage in Canada to allow dual currency (CAD and USD) to be held concurrently inside registered accounts (i. e., TFSA, RRSP, RESP, RIF, LIRA, LIF) at no cost which in and of itself will save a colossal amount of money from unnecessary conversion fees. And whereas other brokerage houses do routinely charge annual fees for just having a registered account, Questrade doesn’t charge an annual fee at all; allowing your yearly contributions to grow with maximum efficiency.
Plataformas de Negociação.
Questrade has four trading platforms: Trading with Questrade , a fully functional web-based trading platform for Windows/Macs/Linux desktop users, as well as for mobile devices; Questrade IQ Edge , a streamlined desktop-based trading platform for Windows 7/8.1/10+ and macOS 10+; Questrade Mobile , their mobile entrant into the field of on-the-go trading, for iOS and Android; and Questrade FX Global , their web-based forex & CFD market trading platform for most desktop and mobile users.
This entire suite is free to use and practice accounts (with virtual money) are available without even having to activate a real trading account. Many of these platforms include snap quote live Canadian/U. S. streaming level 1 data, a charting package, research tools for fundamental and technical analysis, and more. And although it is made available for free, these platforms can be upgraded to include one of three data packages or add à la carte feeds.
Now, let’s probe deeper into each of these unique platforms in turn and see what they have to offer.
Trading with Questrade.
This is Questrade’s most popular free trading platform. It serves as the primary trading gateway for most users entire investing experience. It also serves as Questrade’s answer for those who, for one reason or another, may not have access to (or be compatible with) their Mobile or IQ Edge applications. As such, this trading platform is what Linux users turn to when needing to trade stocks, ETFs, and options.
Trading with Questrade is craftily integrated into the Questrade Account portal and is reachable through the prominently displayed green Trade button located at the top menu bar. For convenience, this platform can be set as your home base when you log in. This platform is a fully compliant HTML5 browser-based responsive experience, it does not require a download, nor any third-party add-on, to be fully functional.
Taking a spin with this platform was an incredibly liberating experience — an excellent amalgamation of power and usability. It’s very featured-packed. It also introduces the concept of Gadgets into the platform lexicon. A gadget is an arrangeable user-customized view into your trading/market details. Some of these gadgets include: activity (a logs viewer), balances, time & sales (current global activity of a stock), level 1 quotes, level 2 quotes (if you’d paid for this extension), news, orders, charts, position summary, and a watch list. Any custom changes you make to your platform layout are automatically saved and restored when you re-log back in.
This platform was surprisingly lightning fast and responsive in every web browser I tested it in. Memory and CPU footprint usage was astonishingly small despite the depth of options, activity, and functionality it had to offer. I also found that sessions don’t appear to have any inactivity time limit.
A nice bonus feature of this platform was being able to start a trading task on one device (e. g., a home PC) and effortlessly shift to another device (e. g., smartphone or tablet) to complete it. This is an invaluable little addition because it can allow one to carefully construct lengthy trading procedures while permitting free movement during busy schedules. Additional bonus points also have to go to their clever use of green and red colouring in real-time to help more easily distinguish stocks and options price variations as they happen.
Impressively, this web-based trading platform has almost all the features found in IQ Edge, its bigger brother in this family. Notable differences include the lack of multiple workspaces, heat maps, and surprisingly, the inability to change color themes — you’re stuck with that white look, unlike IQ Edge which has selectable themes. So, if you feel you may need one or more of these missing features then I’d recommend you use their desktop-based IQ Edge platform instead.
Questrade IQ Edge.
Questrade IQ Edge is the big boy of this suite. It comes as a free install-based native PC (or Mac) desktop application. And although it is commonly used by many investors, regardless of experience, this platform was specifically engineered to cater to active and professional traders.
Interestingly, Trading with Questrade and IQ Edge share many features in common. But I did find the following unique differences.
IQ Edge allows for an unlimited amount of workspaces. A workspace is a screen area allowing one to open and customize a new set of gadgets or windows for a particular targeted purpose that suits a trading environment style. Multiple navigable workspaces is a valuable asset for active traders.
Other key differences I uncovered was that IQ Edge offers significantly more advanced options for order entries, such as conditional orders (e. g., trigger orders at a specific time, price, or volume automatically), creation of bracket orders, more extensive alerts, and multiple order entry windows. This platform also includes more extensive research tools and heat maps.
I also discovered a few subtle differences as well. IQ Edge allows for extensive gadget customizing, which takes them well beyond what is possible in Trading with Questrade. Most of these customizable features, however, are visual (e. g., drag-drop, resize, custom colourizing, blinking text). It depends on the gadget. Curiously, gadgets don’t have a snap-to feature and so they do not auto-arrange when the main application window resizes. It’s a bit annoying but not a deal breaker because most people just position their gadgets at a particular spot and maintain the application window at a set size.
Interestingly, any gadget customization you make in IQ Edge does not transfer over to their other trading platforms (assuming the same gadget exists), and vice versa. Ticker symbols and the related data inside gadgets (e. g., alerts), however, are properly maintained across different trading environments.
Thankfully IQ Edge incorporates different user-selectable colour themes, ranging from dark (default), light, and a sky blue. This is a welcome change from the screen burn-in white theme that their other trading platforms (excluding FX Global) are unfortunately hardwired to only use.
One additional allure of IQ Edge is that it gives a trader the sense of comfort knowing their platform’s trading activity will not be delayed or experience hiccups as might be the case if using a web browser. When speaking with Questrade’s technical staff, I was told that this platform is written from the ground up using optimized C++ code and deployed specifically for Intel processors, ensuring the speediest of responses for the most serious of traders. Unfortunately, at the time of this writing there is no 64-bit version for IQ Edge on PC platforms. For Macs it is natively 64-bit. Don’t get me wrong, this will still run perfectly fine on 64-bit Windows-based PC systems. It just won’t be running as efficiently as it could be. Here’s hoping in the near future an optimized 64-bit Windows version of IQ Edge will be made available.
Questrade Mobile.
Because many of us spend a lot of our time on mobile devices, it only makes sense that we want to be able to swipe, tap, and invest on-the-go as well. Questrade Mobile fills that void.
This free platform is a surprisingly very powerful, very capable mobile trading platform. Operating anywhere at any time, this app is available for iOS and Android devices from their respective app stores. The visual layout and organization of features is very well thought out — I can navigate and use the app with intuitive ease. And although they conveniently provide an interactive help tool I found there was little need to use it.
Questrade had originally planned to release a similar version for Windows Phone and Blackberry but, understandably, due to those aforementioned device’s almost non-existent market share, the idea was scrapped late in the development cycle. As such, users with those devices, including Linux, will need to use the browser-based alternative trading platform: Trading with Questrade.
I found Mobile’s feature set to be nearly identical to their Trading with Questrade platform, but with visual tweaks to better suit portable device operability. You can even perform account management actions directly within the app.
After using this platform for several days it’s clear to me Questrade is continuing to aim Mobile to be as feature-rich as IQ Edge over time so that even active traders can be less dependent of their desktops. I’m sure this will be greeted with overjoyed smiles by those traders who have been yearning to be more fully unshackled from their IQ Edge dungeons. On-the-go is here to stay so it only makes logical sense that Questrade will be continuing their trend of integrating more Edge-like whiz-bang functionality into Mobile, possibly surpassing their web-based sibling over time.
There is no question that Mobile is an integral component to Questrade and quite possibly view it as the most important in this entire platform suite, in terms of long-term growth, since most people will continue to be looking to their phones (and other portable devices) as their primary hub to the markets.
Questrade FX Global.
This is their free specialty web-based platform geared specifically to foreign exchange (FX) and contract-for-difference (CFD) traders. For the curious, FX contracts and CFDs are over-the-counter derivatives. FX Global gives you the ability to speculate on the price movement of currencies, energy, agriculture, metals, and equity indices from one account.
FX Global lives and breathes within the web browser. And my tests found the interaction to be seamless across every device I checked. That includes: PC, Mac, Linux, and mobile devices.
The platform conveniently tracks all trading activity in real time. I could execute trades from live bid/ask quotes just with a simple click or tap at any time. I was also able to keep tabs on open positions, watch for instant profits and losses, view account balances, and analyze historical activity, all on-screen.
Other positive noteworthy features in my evaluation include the ability to switch environment themes (i. e., dark or light), up-to-the-minute embedded news, research tools, technical analysis indicators, watch lists, and push notification alerts to your phone.
I found this platform to be designed very well and I could long and short hundreds of global currency pairs and CFDs with ease. The entire experience was surprisingly much more natural feeling than I was expecting; and this is coming from someone who has very little prior experience in the FX & CFD markets. Trading within the platform can be done 24 hours a day from Sunday evening to Friday afternoon, but, if necessary, existing forex account holders can also place orders for free over the phone.
Ferramentas de pesquisa.
One of the keys to successful investing is through tenacious market research — doing your homework. And so, while compiling this review I felt an honourable nod should be given to Questrade’s stand-out research tools: Market Intelligence and Intraday Trader .
When you login, both tools are found tucked away under the Market Research menu selection.
Market Intelligence is the place to go when you need to get the latest market news in North America, Europe, and Asia as it happens. With research data and ratings provided by MorningStar, I was able to successfully look up a lot of valuable material (e. g., reports, earnings) on whole industries, companies, and specific stocks without having to leave my account. There is also a very useful criteria-based email alerter to keep track of stocks. You can set it up to alert you on price changes, volume fluctuations, bid sizes, and more.
The other research tool, Intraday Trader, is a comprehensive technical analyzer that monitors the NSYE, NASDAQ, AMEX, TSX, TSX Venture, and ARCA. By providing an event triggering watch list (pre-set or custom), it’s able to scan those markets and cross-reference technical patterns of interest throughout the trading day. When a target has been triggered I get notified with charts and a description on what caused it and why. It’s clear that the goal of this tool is to give you a heads-up on potential trading opportunities as they are happening. Interestingly, I began noticing over the following days that I kept returning to use this tool and adding more refined complexity to my event triggers. In short, using this tool can become quite addictive.
Managed Investing (Portfolio IQ)
Self-directed investing (aka DIY trading) is offered essentially by every discount brokerage in Canada and has been a popular choice by the general public due to the cornucopias of easy-to-use tools and support made available to investors desiring complete control over every aspect of their financial interests. With this style of investing, customers have always been able to sculpt their own investment strategy, define their portfolio, buy and sell securities, and more.
However, another option exists. For those with very little time, while continuing to carry big investment ambitions, Questrade introduced Portfolio IQ , the alternative to self-directed investing. Really known as managed investing, Portfolio IQ takes away the stress of investment decision making, such as asset allocation and re-balancing, and puts this work into the hands of experienced portfolio managers of their Questrade Wealth Management division.
Who doesn’t want to take it easy and watch their money grow towards financial independence with little effort? It’s a dream come true! However, the difficulty lies in trying to figure out how exactly to do that. This is where I feel Portfolio IQ comes to the rescue.
I discovered that Portfolio IQ was Canada’s first online wealth management service. Another accomplishment by Questrade. When speaking with one of their managers, he expressed that the advent of Portfolio IQ is to grow and become a definitive market disruptor. To make managed investing accessible to everyone. He went on to say that because managed investing has typically been an exclusive club for the very rich, their goal was to hark back to their motto of unlocking all things restrictive to the masses by doing away with convention. That’s a bold statement. So naturally I signed up for an account and had a look around.
Opening a Portfolio IQ account is straight-forward and only requires an initial deposit of just $1. As an extra bonus, this review’s Questrade offer code — also known as a Questrade referral code — can be used when opening a managed account to receive a free cash bonus. Once open you’re taken through a quick, simple to use point-and-click/tap questionnaire to set up an investor biography that identifies your risk tolerance, existing financial circumstances, market knowledge, and investment ambitions. This is all used to help crystallize the best portfolio that will matter to you. If your goals change, then you can adjust your biography to keep things in balance, which will then automatically update your underlying portfolio model accordingly.
ETF Portfolios.
There are five portfolios and they all deal exclusively in ETFs. Composition is an assortment mix of sectors, markets, and countries.
Further, each of these portfolios have three tiers. Each tier has a different set of sector-specific and country-specific ETFs. It is your account asset value that determines which tier position you’re automatically assigned within the portfolio you’ve selected.
Estrutura de taxas.
Although it only requires $1 to open a Portfolio IQ account, your money sits uninvested until it reaches at least $2,000. Once that threshold has been reached, your money is automatically shifted into your selected portfolio, and your very own assigned team of specialists will begin actively managing and adjusting your portfolio as opportunities arise in the markets. I found they vigilantly kept re-balancing assets to stay within my risk tolerance without any daily involvement on my part, which was nice.
I didn’t find any trading or trailing commission fees. I did uncover a nominal annual management fee, however, which varies based on your existing total account asset value. This fee only gets charged when you have at least $2,000 in savings within your managed account. If it does apply then it’s broken up and charged proportionally on a quarterly basis. Relative to other brokerages and banks, this management fee is by far the lowest I’ve seen.
With the added benefit of taking full advantage of tax-loss harvesting, and providing a last quarter management fee refund guarantee if you’re not fully satisfied for any reason, Portfolio IQ is an extraordinary entrant into the managed investing arena. It has that perfect resonating mix all investors, big and small, crave when they daydream of an unshackled financial tomorrow.
IPO Centre.
Participating in initial public offerings (IPO), secondary issues (additional shares/bonds offered by a public company), and structured products has always been the holy grail for many investors due to the incredible euphoric frenzy of the 1990’s internet IPO boom, and recently with the bitcoin cryptocurrency mania (via Initial Coin Offerings).
Because IPOs usually tick up on first day closings, it makes total sense why so many want in — it’s a quick way to make an easy buck! However, due to the natural laws of supply and demand, interest in these new issues almost always outstrip the quantity made available, and therefore only insiders, well-connected bigwigs, and the very wealthy are usually the only ones who are granted access. Nepotism and cronyism at its undemocratic finest.
For generations the general public has had little access to IPOs. There was a brief moment in time when Wit Capital, an internet startup of the 90s, briefly unlocked this secret world, but it was short-lived.
Questrade became one of the new Canadian trailblazers to usher in a sledgehammer back into this world for the masses by introducing their IPO Centre. This centre is a very welcome sight and seems well positioned to grow into something incredibly special.
Type of Offerings.
The Questrade IPO Centre showcases newly available issues of Canadian equity, fixed income, and structured notes. For historic reasons, they also give access to a detailed back catalog of previous offerings. Each IPO’s respective fact sheet, investor summary, terms, preliminary and final prospectuses are also readily available.
Although the IPO Centre mostly has Canadian offerings, U. S. IPOs do show up from time-to-time as well. Due to Canadian security regulations though, U. S. and other foreign-based companies must file their prospectuses in each province individually in order to be sold to residents of that particular province. Since many companies in the United States may feel that doing an IPO in Canada could be an added expense (e. g., listing fees, legal fees, French language requirements), and that domestic demand in the U. S. is already strong enough to satisfy the capital they’re seeking to raise, it’s only logical that most offerings you see listed in the centre are Canadian by nature.
Fun fact: TSX has a very large mining focus. This is because many international mining/resource companies file a prospectus, raise money, and choose to be listed here in Canada.
Registered accounts (e. g., RRSP, TFSA) are also eligible to hold the vast majority of IPOs and treasury offerings. Some IPOs, however, may not be eligible due to their company/offering structure and how widely held it is.
My only complaint is that the number of IPOs to select from isn’t as bountiful as I would prefer it to be. I am not sure if this is due to the unseen battle that they surely must have with underwriters to be granted access to new filings, or if their staff is just being lethargic in pursuing more pickings.
How To Take Part.
The IPO Centre is reachable on your desktop/laptop , smartphone, and tablet. When you see an IPO or other new issue you like, it’s a simple click/tap of the Buy button found next to that offering. Alternatively, you can call their trade desk to put in a request. All IPO and secondary offering purchases are commission free.
Once your order has been placed, this is referred to as an “expression of interest”. An expression of interest makes Questrade aware you are putting in a commitment to buy a number of shares. This does not guarantee, though, that you will actually get any or all of the shares you’ve requested.
When placing an expression of interest on their website, the trade desk contacts you to confirm the order within an hour. In rare cases I found it took up to 24 hours.
There is a $5,000 minimum requested amount for submitting an IPO order. Some companies going public may even ask for an amount over and above this, but the majority of the time it won’t be above the $5,000 Questrade minimum. Once the order is confirmed, Questrade passes along your interest to the offering’s underwriter.
For instant notification of newly announced IPOs and secondary issues, I recommend subscribing to their mailing list known as the IPO Bulletin . Surprisingly, I found that notifications arrived roughly thirty minutes sooner than the time it took for new issues to appear on the centre’s front page. That revelation can potentially lead to unique first access opportunities. Agradável!
Canceling a request can be made within two business days (this may vary depending on the province) of receiving, or deemed receipt of, a prospectus and any related amendments (found at the online centre).
Processing Time & Distribuição.
Processing time for orders can vary but usually it takes around three weeks from when the underwriters first launch the IPO and when the offering closes. Times can be shorter when dealing with some secondary offerings and preferred treasury shares. Once allocations from the underwriter are received, Questrade informs customers via email or phone.
Allocations, however, may be distributed on a pro-rata basis if an IPO is oversubscribed (the number of shares requested by all interested parties is greater than what Questrade received), and so, as mentioned earlier, your original request amount may not necessarily materialize to what you actually get. For example, if Questrade receives a 50% allocation on their total order amount, they would then allocate only 50% to your original order request.
Serviço ao cliente.
Customer services are the make or break for practically every company, irrespective of the industry they’re in. If customers have an issue, be it executing a hanging order, a problem with account management, or just to get in touch to have someone walk them through a task, it’s critical that customer service be attentive, knowledgeable, and understanding. You can have all the best technology and intuitive user experience in place, but if you lack basic customer service support, you’re company is doomed.
Now let’s delve into Questrade’s customer service experience so I can give you my impression on their online and offline (i. e., telephone) efficacy.
Most people will likely prefer to communicate with Questrade through online means. As such, you have a few options: Email, and Live Help real-time chat.
Email response times were relatively quick. I sent four different emails regarding four distinctly different issues, and their reply times varied between one hour and eighteen hours. That’s pretty good. Their response content was very good as well. Nothing was canned, which is common when dealing with other companies over email.
As for the online chat feature, while putting this review together I noticed that Questrade had repeatedly repositioned their live help’s green Chat button. I figure it’s probably because they are still finalizing on the best placement for it. But nonetheless, their chat button tends to be conveniently a fixed overlay on the right corner of most pages. It’s operational from Monday to Friday (excluding holidays) from 8:00am – 8:00pm ET. When clicked it brings up a pop-up window.
After speaking with several online representatives — those who deal with potential new accounts and others who deal with existing accounts — I found them to be very well-informed, professional, and quick in their responses. They also took the extra time to provide external web links (those found outside the Questrade domain) for further reading which was a nice bonus. If the chat feature is unavailable (e. g., weekends, holidays, or outside service hours) you’re still able to leave a detailed message. When I tried this, I did receive a decent response when a representative returned.
For customer support over the phone, they are available Monday to Friday, 7:30am – 8:00pm ET. For forex trading, they are open much longer, including Sundays. When I did phone in, I found that they support English, French, and Mandarin languages. Coincidentally, being trilingual I was able to speak to representatives in all three languages. Hold times varied based on what I was calling about. During midday on a workweek I found the wait time for a new customer to be about one minute. When calling in as an existing customer, the wait time was much shorter. This may be coincidental, but I also found that using their live help was much quicker than calling into their offices. Overall, speaking over the phone with their different departments was a very relaxing and helpful experience. They know their stuff! And not once did I feel they were rushing to get the conversation ended quickly. It felt like I actually mattered.
Questrade has partnered with several financial service providers to help enhance your investment experience through third-party apps. Types of partner apps include trading platforms, stock pickers, performance recorders, statistics analyzers, portfolio monitors, etc. Once you grant permission to an app, it can access your account details (personal information is still kept private), retrieve market data, and assist you with placing trades through your Questrade brokerage account.
Granting permission to a third-party app is as simple as finding an app of interest within the App Hub library, clicking the Add to My Apps button, generating a special (and necessary) authorization token, downloading the associating partner’s app (and/or signing up for an account via their website), and then inputing your generated authorization token within the app.
The only apps authorized by Questrade are the ones listed in their library. If a third-party app is not listed there, then that specific app will not have access to your account. In other words, you cannot arbitrarily generate a generic authorization token for an unauthorized app.
Interestingly, you can create and register your own app and become a partner with Questrade. I will discuss this in more detail under the Developer Platform section of this review.
One strange quirk I did find, when you add a partner app it became difficult, if not impossible, to return to the App Hub library at a later time to add another app. Why Questrade didn’t add a navigable link back to the library on the My Apps page — if you’ve already added at least one app — is beyond me. Either this is an oversight, or a bug. I’ve reported this problem to them. Hopefully they fix it soon because the only way I could figure out how to return to the App Hub library was to remove all my apps. That’s very inconvenient. By the time you read this review it will probably already be fixed.
Beyond that little issue it was really fun and quite advantageous to have access to so many third-party apps.
Questrade’s security measures have improved dramatically over the years. They use an impressive 256-bit SSL class 3 extended validation for both logging in and trading. Extra security during the login process can be provided by enabling two-factor authentication. For those unfamiliar, two-factor authentication is an additional security layer which requires not just a username and password, but you must also use another device that you currently have in your possession — typically a phone — to input a special code shown on that device during the login process.
Questrade has an online security guarantee which insures investors against unauthorized transactions which result in a direct loss. This security guarantee, however, doesn’t extend to intruders breaching accounts on your end (i. e., browser vulnerability, PC/Mac infection). In other words, if there is fraudulent activity and it’s proven to be due to the negligence of Questrade they are in a position to cover your loss at 100%.
They are a CIPF (Canadian Investor Protection Fund) member, and so all Canadian investors are covered up to $1,000,000. They are also members of the IIROC (Investment Industry Regulatory Organization of Canada). For claims that exceed $1,000,000, Questrade offers extended private insurance up to $10 million. You will need to contact them directly by phone for more details in getting this extension set up correctly.
Other noteworthy features: When joining, you must provide at least two security questions and answers — one of which gets asked when you attempt to log into your account from an unrecognized device. Once signed into your account your last login information is prominently displayed at the top-right corner with the date, time, device used, browser user agent, and the operating system of who last accessed your account.
And lastly, a special appreciation goes out to the ability to set up a personal identification number (PIN) from your customer profile page. This PIN is optional, but is used to make it quicker to identify you when phoning in. You still have to provide other information about yourself when speaking to a representative, but the verification process is much quicker. I found this very handy, especially because I had to call in several times to better review their customer service.
Developer Platform.
Developers interested in writing their own applications or using tools from other third-party vendors can rejoice because Questrade has their own application programming interface (API). It’s free to use and can execute, modify, and cancel stock & option orders on Canadian and U. S. exchanges; retrieve balances, and positions as far back as sixteen months; and fetch delayed and real-time market data. Their SDK with sample code is available for download in C++ and C#.
After a quick glance over Questrade’s very clean online API operations documentation, within ten minutes I had created my first, fully functional application in Microsoft Visual Studio C#. It’s very easy to make an app! I also love how they give access to a practice server for testing applications on. And once I had fixed all my bugs, I then was able to switch over to the live server. Very smart!
Questrade implements Representational State Transfer (REST) for reading and writing data, and the OAuth 2.0 authorization framework for their security protocol. Everything communicates through HTTPS only. The great thing about using REST and OAuth is that development time is significantly reduced, as was evident by the time it took for me to make my first app, because they are widely used, simple to understand, standards for a lot of online development.
I noticed there is an option to partner with Questrade so that your application can extend beyond your app’s library, and be made available to every Questrade customer. I did not test this feature because my application was just a simple proof-of-concept for this review, but I did speak with a technician who told me that there is no cost when partnering. Your application goes through a thorough quality assurance review, and if they feel your app will enhance their customers’ experiences, they will happily add it into the App Hub. Please note, though, if you develop a trading platform where your users make trades within your app on the live server, then your users will still get charged the same commission fees that they would have paid if they were using one of Questrade’s standard trading platforms.
Conclusão.
My journey through the expansive financial world carved out by Questrade was a very enjoyable one. Although their list of achievements include free ETFs, very mature trading platforms, quality customer service, IPOs, and a comprehensive developer platform, their most impressive feature has to go to being able to execute trades as low as 1¢ per share (1¢ minimum for active traders; $4.95 minimum for non-active traders).
It has been decades now and Questrade continues to carry the honour of being Canada’s lowest cost discount brokerage company. Questrade’s low commission rate is so good it serves as an enticer to make more trades more often and not have to hesitate by attempting to time the market in hopes of lowering commission costs.
In MoneySense’s Canada’s Best Online Brokerages article, Questrade was top ranked as the best in terms of lowest fees and lowest commissions. They also received honourable mentions as the best in ease of use and overall independent broker.
I can’t think of anything negative to point out about this company. It’s very clear they want to be in this industry and stay as the market leader in Canada. When speaking to several of their representatives online and over the phone you could feel a strong sense of pride in their written words and spoken tone. There is clearly a strong and positive ecosystem in their workplace environment. The staff seem exceptionally knowledgeable when assisting, providing a fulfilling experience. This is a far cry from my past dealings with other brokerages and banks.
For most of my stock trading life I had been connected at the hip with my local bank. This was before I became more enlightened with better options that were out there. I’m sure this is the case for most people. Many of us usually get our first investment accounts at big banks (e. g., BMO InvestorLine, Scotia iTrade, RBC Direct Investing, TD Direct Investing) because of the ease to do so — we have our savings and chequing accounts with them already so it’s just logical to open a trading account there as well. Such conveniences, however, bring with it abuses by these banks onto their customers. And so it wasn’t until I became completely disillusioned by my bank’s high fees and endless shenanigans that I felt it was time to explore other financial outlets. And hence, here we are today and why I felt this ultimate Questrade review was a necessary obligation to write.
Should you join? Yes — a resounding YES! For someone like me, as a casual trader, who has experienced headaches with banks and other brokerage firms, it’s nice to finally find a good home at Questrade who doesn’t play games, nor charge exorbitant fees. Questrade fits my needs perfectly and helps unlock my potential as a growing investor.
Now I’d love to hear your opinion on Questrade. Leave a reply below, share this review, and rate them using the ratings gauge found at the very top of this page.
Editor Rating: 90% out of 100.
Readers Rating: 95 % out of 100 ( 2212 votes)
Perguntas frequentes (FAQ)
This review has been updated many times over the years and, during such time, many questions have been asked by my readers in the comments section. For your convenience, I have compiled the most asked questions, with their corresponding answers, below.
Why Questrade?
Lowest commission cost per equity trade in Canada. Commission-free ETF trades. No annual fees. Free $50 when using Questrade offer code: Canada Questrade will cover the transfer-out fee when moving your brokerage account to them. Full-featured tools and trading platforms available on all devices. Very responsive customer service. Even when using live online help. Hold dual-currency (CAD and USD) simultaneously within registered accounts (e. g., RRSP) without automatic conversions, nor fees.
Is Questrade good?
Sim! Questrade offers a remarkably rich tapestry of features well tailored for new investors and seasoned traders. They also have the lowest costs of any other brokerage house in Canada, by far. Over the years, they have routinely demonstrated their hypercompetitiveness in this crowded industry by endlessly releasing new products, updates, and exploring untapped avenues (e. g., IPOs).
Where can I get the Questrade offer code?
To get $50 free from Questrade, simply type the following Offer Code: Canada into the Offer Code input box during the sign-up process.
What is the best way to convert CAD/USD?
To elminate currency exchange fees almost entirely when converting CAD/USD, you will want to use Norbert’s Gambit. To do this, you will use tickers: DLR. TO and DLR. U.TO . The former deals in CAD currency, the latter in USD currency.
To convert from CAD to USD:
Buy shares of DLR. TO (currency will be in CAD) in the amount that you want to convert into USD cash. Get ahold of a Questrade rep via live help chat or on the phone. Tell the rep that you want to journal over all of your newly acquired DLR. TO shares to its USD equivalent side (i. e., DLR. U.TO). Your shares will now shift from DLR. TO to DLR. U.TO and be in USD currency. Sell all of your DLR. U.TO shares. You will now have USD cash.
To convert from USD to CAD:
Buy shares of DLR. U.TO (currency will be in USD) in the amount that you want to convert into CAD cash. Get ahold of a Questrade rep via live help chat or on the phone. Tell the rep that you want to journal over all of your newly acquired DLR. U.TO shares to its CAD equivalent side (i. e., DLR. TO). Your shares will now shift from DLR. U.TO to DLR. TO and be in CAD currency. Sell all of your DLR. TO shares. You will now have CAD cash.
The entire process can take up to 1-2 business days to complete. The full details of your conversion is recorded under myQuestrade’s Account Activity page.
Can I short sell?
Yes, you can short stocks in margin accounts. Registered accounts (e. g., RRSP), however, cannot short because of Canadian government regulations.
Do their platforms support Mac/Linux?
Yes, their trading platforms are available for Mac and Linux users. Questrade’s trading platforms are also available for Windows, iOS, and Android devices. For Linux users, Trading with Questrade, their responsive HTML browser-based web application, is what’s used.
My bank doesn’t accept Questrade account #s.
Most people will fund their Questrade accounts through their bank’s bill payment method. However, some banks still impose an eight character limit. You can get around this problem by using just the first eight digits of your ten digit Questrade account #.
How do I get trading reports before 2011?
If you have been a Questrade member before 2011, then you may have already discovered that their Trade Confirmations database, which claims to carry your trading details dating back to January 1st, 2009, in fact only rolls back to February 4th, 2011. Sadly, you may no longer have access to these older trading reports because Penson, Questrade’s old clearinghouse partner, who stockpiled these much older reports, has now shut its doors for good. When speaking with Questrade’s representatives, I got inconsistent answers on whether they still have these very old reports or not.
How do I stop paper-mailed investor documents?
Initially, shareholder communications (i. e., voting requests, annual meeting summaries, financial reports) are sent as paper mail to your physical address. For those who wish to save the environment by saving a few trees you can alternatively opt to receive these correspondence documents through electronic mail instead. A convenient free service called InvestorDelivery exists where you can set up to receive all of your investor correspondence electronically. InvestorDelivery requires a special ID that is stamped in the header region of each of your paper documents. So you’ll have to wait and receive a paper document of a security you own before you can switch over to its electronic alternative.
How do I avoid paying ECN Fees?
ECN fees are fees enforced onto Questrade by an external network that charges you for making a transaction which removes liquidity from the market (i. e., buying at the ask or selling at the bid). Questrade doesn’t make any money from ECN fees; they simply pass this collected fee to the designated network to execute your order. Although these fees translate to mere pennies, one can avoid paying them altogether by executing transactions as a limit (or stop) order at the bid/ask instead of as a market order request. For U. S. stocks you can also send orders to non-direct access ECN networks (i. e., LAMP, MNGD, or POST) to avoid these fees completely.
How do I avoid mutual fund trailer fees?
Questrade will rebate mutual fund trailer fees. They call this their Mutual Fund Maximizer . Trailer fees are commissions by fund management companies paid to brokerage houses for being the retailer that sold you your fund(s). This commission is an ongoing source of revenue for brokerages as long as you keep holding onto those fund(s). You don’t see this fee because it’s part of the MER of the fund. So, Questrade is willing to rebate this fee back to you every quarter. But there’s a catch. You need a minimum of $36,000 in mutual fund holdings to be eligible for this rebate. The reasoning is simple: There is a processing fee of $29.95/month. So, the rebates will start paying back if your mutual fund holdings is worth more than $36,000 (based on a 1% trailer fee).
What is the interest rate when buying on margin?
Most people will sign up for the standard margin account, which gives you access to borrow funds at an amount more than your current cash balance. This extended buying power ability is very useful and can come in handy when you need to jump on market opportunities. Assuming you’ve bought on margin and haven’t settled your stocks after three days of the purchase, the margin interest rate can be as low as prime + 2.5%, which is in-line with most brokerages.
What is Margin Power?
Margin Power is a free service by Questrade that allows you to link your existing TFSA account (held at Questrade) to your margin account. Doing so increases your buying power within your margin account by leveraging the assets you already own inside your TFSA, making it enormously convenient to enter new positions without requiring a transfer of new cash or selling existing securities.
How do I register for a DRIP?
A dividend reinvestment plan (DRIP), which is also known as a direct purchase plan (DPP), allows you to reinvest your stock’s dividend income automatically into the purchase of additional shares of that security without paying any trading commissions. To register for a DRIP, log into your Questrade account, navigate to Account Management > Find Forms , and download & fill out the one page PDF file: Dividend Reinvestment Plan (DRIP) Authorization . You’d then use Upload Documents to send your signed form to Questrade. It takes up-to 24 hours to process your request. If you ever sell off your security entirely, your DRIP will be canceled.
Replies to this Review.
Dionte says:
The sign up process is very easy and the document signing feature is pretty cool — pretty straightforward. A lot of other brokers should take note.
Wow, welcome to 21st century Questrade. I wrote a scathing comment about questrade on my site several years back because they hadnt updated their system in years and were falling behind because of it.
Now they look like they’ve really picked up on things and really improved dramatically. I might write a followup post about it.
You did a brilliant job in this Questrade Review by the way.
One of the benefits of using other discount brokers is that they may be tied to your own accounts. For example TD CanadaTrust has a lot of customers and it is very easy to just ask them to link your investor account with your bank account (just a click of a button).
Yes there is the added fees but the convience is much better.
BoyMeetsGirl says:
For the longest time i use to think that the only way to make trades was to call a broker directly. And this was just 6-months ago i had conitnued to think this. I am so behind the times.
I was playing with Questrade trading platforms and i really like the direct send order for trades. Thanks for the questrade offer code. Me and my wife will be making ‘electronic’ trades from now on.
Armaan H. says:
The CAD dollar is relatively weak (historically) compared to the USD. Anyone know if it’s worth buying gold right now?
Clayton D says:
Robert you might want to read this questrade review in full. Although Americans aren’t allowed to join via the online process there seems to be a way to do so offline (you’d have to walk into their office). And there are certain restrictions. You seem better off to find a broker in your country.
Robert M. says:
Maybe i am missing something but as an American i cant figure out why we dont get $4.95 trades. Are Americans allowed to join Questrade? I am pretty sure Questrade is a Canadian company.
Eduardo says:
Managed investing looks interesting. Anyone here have that type of account and willing to give more details.
Braiden K. says:
I’m thinking to open a RRSP account with Questrade and want to ask them some questions before I make the move. Tried to use chat and got this message "Please note that we are currently experiencing higher than normal chat volumes. Please continue to hold and not cancel the chat while we try to connect you to an agent." It took 5 minutes to get help which is absolutely unacceptable. I understand it will be less speedy service with discount brokerage but I don’t expect that long. The rep said waiting this long is not normal though. Who knows!!
Chance says:
Helluva whale of a questrade review! Much obliged from a lonely boy in a dark basement.
Tad Jefferyes says:
Based on this questrade review and the screen captures i like the intuitiveness of Questrade’s user interface such as that shown in Account Activity. I am a small time trader and so i dont like to be bogged down by a lot of techno babble. That free $50 questrade promo offer code is very inticing, i am not going to lie.
Jayvon H. says:
The pictures are very helpful. I just wish their was a video of using the My Account panel that would be nice.
Zebadiah says:
I noticed recently their chat feature was very bad. I often waited for more than half hour, still nobody showed up. When I just opened my account, their service was pretty good. Anybody have the same experience?
Nansy says:
Questrade Review to the MAX! Muah! I love you. Was aimlessly looking for a quality written review on Questrade.
And thanks for the Questrade Offer Code. I will be sharing this with a few friends on Facebook.
Isai G. says:
Questrade does a smart thing. They understand that their are many out there that are interested in investing but aren’t very experienced — the new investors. By drawing them in with simple signup and trading at low prices it is too good a thing to pass up for many. If just a few of these small, infrequent investors become active traders they’d be making a killing.
Gilberto H. says:
That questrade promo code is going to get some serious use by me. Obrigado!
Howard says:
What i cant understand is why other online discount brokers dont compete directly with Questrade. Questrade’s prices are way cheaper than anyone i’ve ever been with.
Noah F. says:
This questrade review is insanely thorough! Fantastic work! Questrade must have given you a lot of unprecedented access to be able to cover so much.
Ervin Keck says:
I decided to check out their online chat and they seem well informed. I am a bit surprised about that and not simply cut/paste answers.
Wynter says:
I think Questrade’s image has changed considerably. They were once considered the scorn of the industry but i think over the years they’ve changed their tune and now seem to want to embrace their customers.
Richard W says:
I’m really liking what i am seeing/reading here. I’ve been with TD Direct Investing (formerly called TD Waterhouse) for about 20 years now but as of late they’ve been getting on my nerves and have been slowly looking to potentially shift to a new home for my trades.
Not sure if i will make the move yet or any time soon but i’ve bookmarked this incredible questrade review for later anaylsis. Job well done to you bunch.
Beverly says:
I attended one of Questrade’s learning centres to see what they were about here in Toronto. Eu realmente gostei. I am now more convinced i should join them. Thanks for the incredible effort in this Questrade Review. And the Questrade Offer Code will be of great use when i join soon.
Benny Ackerman says:
Good point about the security thing. I notice a lot of financial instutions are now incorporating the image captcha thing you describe.
Dijon Woldring says:
Wow, i am liking the new Questrade look! I hear CP is going to be creating a separate new review of another aspect of the Questrade experience.
I think i must be the biggest doosh on the planet because prior to reading this questrade review i had never heard of questrade before. How uninformed am i? And yes, for the record, i have been living under a rock.
Arden Speagh says:
Ok so that i have things straight: it’s 1 cent per share but one is charged a minimum of $4.95 to make a trade. However i can buy/sell as many shares that i want which will at the most cost me $9.95 to make such a massive trade. Muito interessante.
NewTrader says:
Just opened my Questrade account and got confirmation that i can begin trading today. Had to stop by and say thank you very much for this wonderful Questrade review and Questrade offer code. It’s been a very big help!
Gerardo N says:
This is my second time reading this review. I didnt realize there were Questrade developer tools too. Good review.
Conner K. says:
Someone put a lot of love into this Questrade review that is for sure. I don’t think i have ever seen a review quite like this before. Fantastic and very comprehensive.
Harley says:
Thanks for the US information (eft) you bring up in this review. I was actually wondering this.
Gage B. says:
Still not sure if i should make the big switch. I’ve been a happy customer with IB for 5 years. This review does make it enticing though.
Anita Pierce says:
Just forwarded this questrade review to a few buddies of mine thinking of getting into stock trading now that we have graduated. I hope you write more reviews on other discount brokers in the future. It would be very handy.
Lukas says:
The questrade offer code in this questrade review works! Thanks for the $50 in free trades.
I’m interested in the tfsa account. But wondering about how the losses and gains apply. I will have to read up.
Mathias B says:
$4.95? That’s gotta be a typo. I ended up having to check their site to verify this. RI MUITO! Never heard of them until today. Thanks for the writeup.
Ariel Vancil says:
LOL is there an abreviated version of this Questrade review? I am a really slow and lazy reader. Good stuff though!
Unknown H says:
I remember when there was just E-trade. Now there are a ton of online brokers that make it possible for such great deals!
Paxton V. says:
Basically i am looking to do low volume trading now that me and my family have some disposable cash to see how things go.
This Questrade lot looks promising and so this along with the questrade offer code in this review might be what i was looking for.
Salvador says:
Questrade is going to be implementing a new security feature for the login process that will include a user-selected image that you must confirm along with one or more security questions. Was reading this the other day. I think it comes out some time this year.
I can confirm that my account was fully open and reading for trading in about 2 business days. Really quick. I was actually expecting it would take longer. This Questrade review has been very helpful.
Ricardo Bjorkman says:
Thanks for pointing out the CIPF mention. I was starting to wonder about that as i went through this review.
Darron M says:
Awesome review! The promo code was handy! So big hey to all y’all!
Yohan says:
Excellent writeup for this questrade review. My wife and I were having troubles trying to decide which discount broker to join with because we were thinking of just making it easy on ourselves and just sticking with the one that is offered at our local bank. Based on what we’re reading we just may go with Questrade after all.
Thanks very much for the excellent effort.
Forrest Dice says:
You’ve got me sitting on top of the clouds now that i’ve finally found a questrade offer code (or is it a promo code) that i can use. Much appreesh!
goodie2shoe! says:
From my experience most of the negative reviews about Questrade in the past were due to problems that Questrade DID have. I have been with them for many years and have experienced most of them but they are gone now. Although i wish they were faster at resolving them they do get to it eventually. Por enquanto, tudo bem.
Robbie says:
What surprises me most is that there is no clear competitor to Questrade. Everyone else is charging an arm and a leg and so it baffles me as to why Questrade is offering their service for so cheap.
Norberto says:
Just learned from this questrade review they’ve been around for 20 years! Time flies! I feel old and still living at home in my mom’s basement 🙁
Jean G. says:
Questrade as a whole is pretty good but their research tool, although acceptable, still needs improvements. I was using it the other day trying to search a symbol and it couldnt find it. I had to call in. It’s possible i had to postfix the. to part but it should have assumed i was referring to a tsx ticker.
Dale F. says:
Nice tip on doing a limit order to avoid the pesky ECN fees entirely. That has to be the first time i have ever heard that advice. I am loving this Questrade Review each time i read it. I will be joining questrade in a few days when i have $1,000 available to make my initial deposit. I’ve saved that questrade promo code too so thanks in advance!
Jamari says:
If you open an account you have up to 6-months to fund and send remaining documents before Questrade considers it abandoned and deletes the account. They will email and try to contact you via phone and mail to remind you throughout. I found this out from a buddy who signed up but left to Japan and his partner kept being contacted by Questrade about the unfinished opening.
BarbaraSweet says:
Eek, i didnt know they changed their account # format. I’ve been a Questrade member for years now. Didnt get an email about all this. Yikes! Glad i dropped by. I was actually looking for a Questrade Review for my neice.
Brice Vergenson says:
How long does it take to offically open an account from start to finish?
Irwin says:
Beck says buy gold! Maybe i’m gullable but its good to know Questrade offers this.
Stefano says:
Hey this Questrade Review has been updated again! That’s pretty cool! And i see Questrade has really revamped their entire look based on your screen captures. Their new look is much better.
Kamari C says:
The cost for International Stocks @ 1% is a really good bargain. Now you’ve got my full attention with Quesrade. Incredible work on this questrade review. That $50 questrade offer code might be what pulls me in.
Macey Soya says:
Oh so they also offer TFSA accounts too. That’s very interesting! I’ve been neglecting to use my tfsa contribution limit since its inception back in 2009. I am strongly considering opening a Questrade tfsa. Will have to read more though.
Equitizer says:
Yup, been with Questrade back in 1999. They’ve had their hiccups but they’ve been moving in the right direction over the past 10 years.
Chant Penrod says:
Finally stumbled onto a REAL Questrade review! Now i can finally decide who i should go with. I’ve been leaning towards my bank’s investor service simply because that is where my personal accounts are but after reading this i am really giving it second thoughts.
Julien says:
Credential Direct? Nunca ouvi falar deles. Just checked their site. You made a good choice!
Dusty says:
Geezus at $4.95/$9.95 one can’t help but wonder how low can this whole thing go? If Questrade is still able to make a sizeable profit and be such a disruptive force in trading then why hasn’t anyone else done this? Thanks for the questrade promo code!
Dyllan says:
@Felix – you raise a very good point. I too was ALWAYS thinking about commission costs before doing an actual trade. I lost a plenty of opportunities because of that. Now i never do that.
Mandy says:
Nice touch with the mention of the Investor Delivery option in this Questrade Review. Personally, i have been complaining about constantly getting this material in the mail all the time wishing there was a bloody way to get it electronically. Now i have my solution. Big moi, to you folks!
Felix says:
I switched from Credential Direct to Questrade in Dec 2010. At first I found the Questrade interface to be confusing compared to CD, but once I got used to it it was easy to navigate and make trades. The Questrade interface is good and their prices are even better. Before, I would strongly consider the commission costs before making a trade. Now, the trading costs are almost negligible! I highly recommend if you want a no hassle trading platform with low fees.
Donnell says:
Thank god for Questrade! I had been getting robbed with itrade for years. My significant other and i are planning on joining Questrade soon.
Conor says:
Great Questrade Review. I added the link to my site. Easily the de facto review for this discount broker. Obrigado por compartilhar.
Marquise Risser says:
Just wanted to say big thank you for the $50 questrade promo offer code!
Fynn S says:
If you have proof of a Canadian residency (you will likely need to go into their offices to provide this proof — i could be wrong and you may just can register online) then you may be able to open an account.
Rocco Daniels says:
I’m a US resident..i guess i wont be allowed to open an account?
Darell says:
@allen i hear ya. I honestly think this will teach you more about Questrade than what Questrade even knows about. lol.
allen says:
Seriously, how in the heck were you able to put such a really detailed questrade review like this? I’m actually still reading through it 24 hours later. This is not knocking you guys on it just more in awe at the depth to it.
Advice to anyone new to stock equity investing: Do your homework. If you are just following the herd you will invariably always lose your money in the end. The more you know, the better you perform.
Elias Osburn says:
Thank you for the quality work in this questrade review. And thank you for the questrade offer code.
Taurean McCabe says:
Just went through pretty much every discount broker in Canada. Gotta say, Questrade is looking very promising!
Fredrick Landau says:
This Questrade Review has been a big time life saver. I was getting lost in a deluge of information and wasnt quite sure what to do. I’ve bookmarked and emailed this link to a few friends of mine in the same boat.
Cody Byram says:
When are we going to be able to trade social predictions like what is done on sites like the now defunct intrade? I am terrible at stock trades but pretty awesome at predicting the future in social events.
Nikola Pierpoint says:
1 share. Doesnt seem worth it. I guess if the stock is Berkshire Hathaway (NYSE: BRK. A and BRK. B) it would make sense. Yes the comission charge will be a $4.95. That is the minimum fee Questrade charges.
Brendon Cowen says:
So far so good with Questrade. I joined last week and everything seems to be running smoothly. I am still wrapping my head around the Trade platform because i am such a n00b in trading. lol. I know i can go to IQ but i prefer the other one since its more my tea.
Anyway, thanks for the fantastic questrade review. I had to return to let everyone know i’m having a good time with the experience.
trigger_happy says:
Hey man thanks for the Questrade offer code! Was creating a new account now and figured I should find it and get a great deal just for opening.
Romeo S. says:
I am totally new to this stock trading thing. Is it possible to just buy 1 share of a company? Will this cost me $4.95 for just the one share?
Malaya Holt says:
Questrade with live quote streaming seems like an interesting path. I might join in a few weeks. obrigado.
Camden Gerkin says:
I’ve never done stock trading before but am interested in starting. This might seem to be a perfect fit after reading this questrade review and going over the details with one of their reps.
Thank you for writing this. It’s been a really big help for me.
Giovanny Dela Beals says:
Was thinking of wiring the money into my account since my bank doesnt charge me a fee for wire transfers. As far as i can tell Questrade doesnt charge a wire transfer fee on deposits. It’s only when you withdrawal that they will charge a standard wire transfer fee. That’s pretty good.
RedRum says:
Woohoo! I was looking for a Questrade Offer Code and this Questrade Review hit the spot! Thanks and Questrade’s just got itself a new member!
Karl Van Deusen says:
Thanks for the pointer on the chat link. Didn’t realize they are open from 7:30a to 10:30p each day (East Coast).
Eoin P. says:
My husband was talking about joining and was hunting around for the perfect questrade review for him. Just wanted to say thank you for saving me a lot of research time.
Deven Butterfield says:
@Cobra, yes you can do online banking and put the money directly into your account. Once finished signing up they give you an account # (emailed too). Just set up to Pay a Bill while logged into your bank and choose Questrade. Paying a bill to Questrade is like depositing money into your account.
Cobra Commander says:
Can i fund my account through online banking or must i send them a cheque and wait for who knows how long before it arrives then clears?
Evelyn says:
This has got to be the most detailed Questrade review out there! You guys deserve an Oscar or something. I am still going thru it and i think it will take me all week. lol.
Warren T. says:
So cheap price ($4.95-$9.95), quick joining, user-friendly layout. It seems like a perfect fit for me.
I am only 19 but am starting to become interested in all this. Questrade seems like a good springboard for me.
Much appreciated with this Questrade review and the questrade offer code. The free $50 will encourage me to make more trades and not just sit around double thinking things through. lol.
Alfredo O. says:
giggles, i doubt it. I think you would have to close the entire account and create a new one. At least that is what i had to do with my broker prior to joining questrade. All banks are the same way so i figure discount brokers will be the same.
Mr. Giggles says:
Anyone know if i created a joint account could i have the other person removed if need be in the future?
Landen Leeka says:
I’ve just linked to this Questrade review on my site. Way too useful.
Mandy says:
Wow how Questrade has changed. I remember when they first started out some 15 years ago. Even there Questrade Account page has changed dramatically from the pictures you show above. I haven’t done trading in years. I just might jump in again and test things out.
FunTimes says:
Just joined Questrade. Had to say Thank You for a great Questrade Review and thank you again for the Questrade Offer Code. I’ve also passed this along to my sister and my brother who are starting to get interested in trading too.
Larry Chastain says:
Awesome inclusion of their Forex platform images. Shame not too many people are into forex trading tho.
MissPiggy says:
Hey this review has been updated!! Decided to check back on this questrade review after signing up way back. Great to see its keeping up with all of whats happening.
Jerry H. says:
Thanks for the info on IQ Edge. I didnt realize i could download a live demo and have a look around. It’s very handy!
Durrell says:
xe doesnt offer the lowest spread any more. And besides the fee to make the transfer will eat into your original savings. But then maybe you make gigantic conversions at a time.
Deron says:
Nice touch to add the FAQ at the bottom of this questrade review. Makes it much easier.
There’s the Questrade Offer Code i was looking for! Thanks bud! I am signing up right now and was hoping to find a code to enter.
Dejon H. says:
to the dude about exchanging funds. Why not use XE and then wire the money into your Questrade account? I’ve been using XE for years.
Brogan A says:
I became annoyed with Scotia iTrade (formerly eTrade). Totally bloated and became frustrating. Ok, so when i try to move cash between accounts why must i fill in a request form and wait instead of just point and clicking..ugh!! And blah, blah..sorry for the rant. I might give Questrade a try. This review seems genuine and its really appreciated.
Looks like Questrade has changed their Sign up process and the above pictures need updating. Great questrade review nonetheless. Excelente artigo!
Update: Wow you guys are quick. Thanks for updating the snapshots 🙂
Isaias says:
Interestingly Questrade’s rrsp and tfsa accounts charge a low conversion. So if you’re into going with an RRSP or TFSA account you are set.
Btw, to the person mentioning Interactive Brokers lets not forget that IB also charges an arm and a leg with all kind of fees. Unless you are an active trader you are not advised to go with them.
Louie W says:
Great screen grabs for this questrade review. I tend to be the type that needs an extension analysis with pictures before i can make up my mind. I’ve bookmarked this review so when i do join i also know where to come for the questrade offer code referral ;P.
Yorick says:
@teddy: IB is still the best for currency exchange. Big bank rates are horrible. Quest trade seems to be the best for everything else.
Dakota L. says:
$4.95 is rediculously cheap and too good an offer to pass. Thanks for the great questrade review.
Damian Bjorkman says:
ted: you should be able to save some but be careful if you’ve never had prior experience with Forex trading.
teddy says:
Was wondering if subscribing to Questrade Forex in order to exchange currency is possible (CAD to USD) and saves money comparing to other fees?
Erin Reece says:
My girlfriend and I are thinking about starting a joint account. Just found this questrade review and sending it to her now to read. It’s amazing! Thanks for the writing!
Winter L says:
LOL i was going to ask the same thing about the questrade offer code. Thanks for reading my mind! And incredible work on this questrade review!
Danilo C says:
For penny stocks this no-conditions flat rate is something I really important to me.
Cason J. says:
So what’s the catch? They sound too good to be true.
Vaile Solomon says:
Huge thank you for this great questrade review! You answered some of my questions i couldnt find anywhere else.
Johnathon says:
Not sure if people are aware but Questrade has this thing called Market Research Tools for members.
Its a pretty cool stock research tool for charting, analysis, webinars, and real-time news. Been begging Questrade to get something like this for years so its nice to see their talks with Global Investor paid off.
Brendan P says:
The questrade offer code applies only to actual stocks. It says under its details page. I too was originally thinking i could probably use it to buy some bonds.
Leland Woodworth says:
Interactive Brokers have been pissing me off as of late and i think i might go this route. Good review. Your pictures helped give me some confidence in who i should go with.
Greggory Vanderhoof says:
This questrade review is really detailed. I ended up having to come back a 3rd time to finish it. A lot of invaluable information.
Greyson Lembert says:
@todd where is this g&m writeup at (link)?
Jamin D says:
Wow laura you must be a rollin’ in it. I dont even make enough in the year to even qualify for the questrade maximizer mutual funds 🙁 Ah well, i can always dream.

Revisões do corretor de Forex.
Nem mesmo as lendas do calibre de Larry Williams ou Martin Schwartz terão muita sorte na troca de moeda se o corretor não estiver disposto a cooperar - ele tem um papel decisivo na determinação do tipo de experiência que você terá como trader de forex. A falta de regras e precedentes claros cria grandes oportunidades, mas também enormes riscos para os despreparados.
Mas não há sempre dois lados para uma história? Para ajudar nossos visitantes a evitar o lado negro do forex, examinamos cuidadosamente as melhores ofertas no setor de corretagem on-line e preparamos uma seleção de alguns dos corretores mais conceituados e eficientes para seu benefício exclusivo. Se você tem planos para explorar o excitante mundo da troca de moeda, temos a certeza de que você encontrará na nossa lista um guia inestimável no mundo lotado e às vezes obscuro dos corretores de forex. Recomendamos que você leia as páginas de revisão de nossos corretores listados para comentários de usuários, por exemplo Etoro ou Plus500 revisa a página com tópicos de comentários e continua a contar. comentários.
Regulado por CySEC & amp; FSB Mais de 400k Contas Registradas Mais de 250 Instrumentos de Negociação Plataformas MT4, MT5 e Web Trader Modelo completo de Negociação ECN.
CySEC, DFSA, FCA, FSB, SIA MetaTrader4 regulamentado, MetaTrader5, cTrader, FxPro SuperTrader.
Depósito Mínimo $ 200 Plataforma de Negociação Social FCA, NFA, CySEC Regulamentado.
Depósito Mínimo $ 200 FSC, CIMA, ASIC, CySEC, BaFIN Regulado.
A FCA regulamentou a plataforma de negociação de múltiplos ativos sem prazo para contas de demonstração.
Depósito Mínimo $ 100 Alavancagem 400: 1 Gerente de Conta Dedicado.
Autorizado e Regulamentado pelos serviços FCA, ASIC, FSB, CySEC STP / ECN, assegure que não haja derrapagens ou re-cotações - escalpelamento permitido; Spreads ECN Real Raw, 0,2 EUR / USD 1 Milhões de GBP de seguro pela Lloyds of London.
Autorizado e regulado pela FCA e CySEC 43 pares de moedas 0,4 pips EURUSD Spread.
Líder de Mercado Global Confiável Online FX & amp; Negociação com CFDs 180+ Mercados Globais, 84 pares FX, 65 ações, 17 índices populares e mais Forex, Índices, Commodities, Equities & amp; Bitcoin.
Depósito Mínimo $ 5 Até 1: 500 de alavancagem com micro lotes (tamanho 0,01) disponíveis para todos Escalpelamento, cobertura, negociação nas notícias e EAs são permitidos na OctaFX.
CySEC, FCA Regulado MT4, MT5, Plataforma WebTrader $ 30 + Bônus de Depósito até $ 5.000 (aplicar t)
CySEC, FSB Plataforma MetaTrader4 regulamentada Cartão de débito proprietário para aplicações de retirada rápida!
CySEC, Plataforma de Negociação Proprietária de Mercados Regulados do FSB.
Nenhum depósito mínimo FCA & amp; ASIC Autorizado e Regulado Fundada em 1996 com sede em Toronto, CA.
Seu capital está em risco. Perdas podem exceder o investimento. Alavancagem de negociação é de alto risco e não para todos.
$ 200 min. De depósito FCA & amp; ASIC Autorizado e Regulamentado Corretor australiano bem estabelecido.
O FCA Regulated City Index está bem estabelecido e é um corretor forex de confiança.
FCA, ASIC & amp; O CySEC Regulated FXGiants possui uma interface proprietária para tornar seu processo de financiamento de contas mais fácil, rápido e seguro.
CySEC Regulated Cobre mais de 50 pares de moedas.
Bem Estabelecido Mais de 700 Funcionários CySEC Regulados.
Bem estabelecido CySEC Regulado.
Regulado pela CySEC Trading Academy, inclui amplo suporte para todos os níveis de traders, desde vídeos básicos de treinamento até discussões sobre estratégias avançadas de negociação;
FCA, BaFin, CMB & amp; KNF Regulamentado Bem estabelecido.
FSB Regulated MetaTrader4 & amp; Plataformas Sirix.
Depósito Mínimo US $ 100 Alavancagem Até 500: 1 As contas podem ser individuais, conjuntas ou corporativas, com opções de preços tradicionais ou do tipo ECN;
Pares de Forex e negociação de CFD O Tight se espalha a até 1.2 pips Mais de 130 ativos: pares de Forex (83), Índices (23); Commodities (18); e Treasuries (7)
O CySEC regulamentou spreads apertados de apenas 0,2 pips. Bom suporte para iniciantes.
Regulado pelo CySEC O depósito mínimo é de $ 100 mais de 367 opções de ativos.
CySEC & amp; Clientes regulados pelo ASIC podem negociar moedas, metais, energia e commodities agrícolas, Índices e Opções 50% FTD Bonus! (apenas operadores não pertencentes à UE)
A FCA regulamentou a plataforma de negociação social CopyMaster.
Contas PAMM ASIC Reguladas Disponíveis para Suporte a Gráficos de Telefone e Live.
Regulado pela CySEC “Sem execução de mesa de negociação, sem derrapagens, sem atrasos” “Suporte de negociação e gerenciamento de contas para traders com diferentes níveis de experiência”
Regulado por CySEC, BaFin, FCA, ACP e Bônus MiFID: cashback de $ 4 por lote negociado até o final do ano.
Regulado por ASIC & amp; O depósito mínimo da FCA é de US $ 250. As opções de ativos incluem pares de moeda estrangeira (35) e CFDs (10 índices, 2 metais, 2 de petróleo e o índice VIX e USD).
MFSA regulamentado Depósito mínimo $ 100 Sem comissões extras.
O escorregamento de ordem nas perdas de parada é geralmente mínimo, regulado por CySEC.
Nenhum depósito mínimo Fundado em 1996 e sediado em Londres; E-mails diários com comentários e análises do mercado permitem que você inicie cada dia de negociação;
A conformidade regulatória está sob os auspícios da FCA no Reino Unido, da SFC em Hong Kong, da DFSA em Dubai e da MiFID da União Européia. Bônus de Boas-vindas de até US $ 5.000,00 (aplicar T & amp; C)
ASIC regulamentado Depósito mínimo $ 100 Pedidos de levantamento aprovados dentro de 24 horas.
* A corretora oferece spreads variáveis ​​sujeitos a condições de mercado flutuantes. Spreads tendem a ser apertados durante tempos de liquidez profunda, mas também podem aumentar significativamente durante períodos de baixa liquidez.
Encontrando o melhor corretor de Forex - FAQ.
Encontrar o melhor corretor de forex para suas necessidades leva alguma pesquisa. Centenas de corretoras on-line agora competem por sua conta, então existem muitas opções para escolher. Confira nossa lista recomendada acima, ou leia nosso FAQ abaixo com excelentes pontos a serem considerados antes de escolher seu corretor, ou veja este extenso guia de cinco etapas sobre como escolher um corretor forex.
Encontrar o melhor corretor forex que tenha uma capacidade de execução rápida, uma plataforma de negociação confiável e que pode ser confiável com o depósito da sua conta pode ser a primeira coisa que você vai querer se assegurar. Outros adoçantes podem incluir bônus de abertura de conta e outros recursos, como comércio móvel e alertas do mercado de SMS.
Basicamente, você quer um corretor de forex você pode confiar para lidar com seu dinheiro e seus negócios para que você possa continuar com o negócio de negociação forex sem preocupações. De qualquer forma, para tornar o processo de encontrar um corretor mais simples, a lista acima cobre a maioria dos principais pontos de comparação entre os corretores forex para que você possa estar melhor preparado para uma pesquisa bem-sucedida.
No final desta página, você encontrará muitos outros corretores que não fizeram parte da lista principal, você ainda pode ler nossos comentários sobre eles e dar seus comentários sobre eles ou compartilhar sua experiência com eles.
Mas primeiro vamos passar por alguns dos critérios e recursos que você deve procurar ao procurar o melhor corretor de forex para você.
Regulamento.
Os corretores de forex on-line mais respeitáveis ​​passam a se submeter à regulamentação por uma das principais agências reguladoras financeiras que operam em seu país de origem. Às vezes, eles serão regulados por mais de uma agência. Esse regulamento oferece a segurança de saber que as operações do corretor estão sendo supervisionadas por uma autoridade independente com o objetivo de manter os negócios honestos.
Existe um benefício para onde um corretor está localizado?
A localização pode fazer uma grande diferença, especialmente se o regime regulatório do país for o topo da linha. O local mais vantajoso tem que ser reservado para os corretores do Reino Unido, uma vez que Londres é o centro do negócio de câmbio.
Forex Trading no Reino Unido.
No início do século passado, quase 50% das divisas do mundo foram conduzidas usando a libra esterlina. Hoje, o volume diário de negócios forex no mercado de Londres representa 41% do mundo, mais que o dobro dos Estados Unidos, com 19%. If you choose a reputable UK broker, then you can be assured that the firm can draw upon a broad pool of experienced and professional staff in the UK.
Do ponto de vista regulamentar, os corretores de forex do Reino Unido também devem cumprir com um dos órgãos reguladores mais rígidos em torno, a Financial Conduct Authority (FCA). Mais uma vez, o grupo de funcionários do Reino Unido será muito consciente das melhores práticas de negócios e questões de conformidade relacionadas, outra razão para escolher um corretor do Reino Unido, se possível. É preciso, no entanto, ser diligente ao escolher um corretor que alega ter escritórios em Londres, já que o aspecto de marketing desse local fez com que muitos corretores no exterior configurassem uma presença "shell" no Reino Unido para ganhar sua confiança, mas sem os benefícios listados acima. Se você preferir um corretor do Reino Unido, certifique-se de que eles estejam sediados em Londres e tenham uma presença significativa lá.
Segurança de dados.
Quando você entra ou armazena informações pessoais vitais on-line, pode estar sujeito a cair em mãos hostis que podem usá-las para seu ganho pessoal. Da mesma forma, uma das principais prioridades ao escolher um corretor é que eles criptografam todos os dados inseridos em formulários on-line usando a criptografia SSL padrão do setor ou melhor.
Outra questão fundamental envolve o armazenamento seguro de dados para que não seja perdido em caso de desastre. Muitos corretores de forex on-line usam farms de dados duplicados com alta segurança para garantir a segurança das informações da sua conta.
Lidando com Spreads.
Muitas estratégias de negociação do dia tornam-se mal sucedidas a longo prazo se a sua conta não tiver acesso a spreads de negociação competitivos. O spread é simplesmente a diferença entre o preço de oferta e o preço de oferta para um determinado par de moedas e não deve ser maior do que cinco pips nos principais e principais cruzamentos, com spreads mais amplos frequentemente vistos nos cruzamentos menores e nas moedas exóticas.
Comissões e Honorários.
Às vezes, os corretores não se contentam apenas em ter você lidando com seus spreads. Nesse caso, eles podem cobrar uma comissão ou taxa por cada transação. Às vezes, eles são calculados por transação ou volume. Taxas adicionais podem envolver a realização de saques ou depósitos, portanto, verifique essas informações para minimizar os custos de transação.
Tipos de Pedidos
A maioria dos corretores de forex lidam com o mercado básico, param e limitam os tipos de pedidos. No entanto, alguns corretores também oferecem suporte para OCO (one cancell-the-other) e trailing stops. Se qualquer um desses tipos de pedidos mais especializados for adequado para o seu plano de negociação, certifique-se de que o corretor escolhido os apóie e certifique-se de entender completamente a limitação desses diferentes tipos de pedidos.
Pares De Moeda.
Uma vez que mais pares de moedas geralmente significam mais oportunidades de lucro, você deve certificar-se de que seus corretores de forex ofereçam todos os pares que você possa estar interessado em negociar. Alguns traders também gostam de ter acesso a metais preciosos como ouro e prata, além do petróleo, especialmente se estiverem negociando moedas de commodities como o AUD e o CAD, cujas taxas de câmbio podem depender das flutuações nos preços das commodities.
Deposito requerido.
A menos que você esteja apenas interessado em abrir uma conta de demonstração ou prática com o corretor forex, eles normalmente exigirão um depósito mínimo a ser feito para você começar a negociar forex. Muitas vezes, quanto mais dinheiro você deposita, mais recursos você tem acesso ou mais apertados se tornam seus spreads de negociação. Certifique-se de que você pesquisa o corretor completamente antes de enviar um depósito.
Tipos de conta.
Os tipos de contas variam consideravelmente entre corretores, mas a maioria oferece contas de demonstração para negociação prática, mini contas para novos operadores com um depósito inicial mínimo baixo, contas padrão para operadores mais experientes com um depósito moderado e, finalmente, contas VIP para depósitos iniciais maiores.
Além disso, os recursos oferecidos com cada tipo de conta variam bastante entre os vários corretores de forex, por isso certifique-se de ver qual corretor respeitável oferecerá o melhor negócio para o depósito inicial que você tem disponível para você.
Alavancagem refere-se a quanto de uma posição você pode controlar com uma certa quantidade de fundos alocados a ela. Corretores de Forex atualmente oferecem taxas de alavancagem de até 500 para 1. O que isto significa é que você pode controlar uma posição de negociação de US $ 50.000 com apenas US $ 100 alocados de sua carteira. Nos EUA, a alavancagem máxima é de 50: 1 para maiores e de 20: 1 para menores.
Naturalmente, ampliar seu risco usando alavancagem pode resultar em ganhos maiores, bem como maiores perdas, portanto, certifique-se de usar a alavancagem de forma inteligente e evite negociar além de suas possibilidades.
Requisitos de Margem.
Embora as transações forex sejam trocas e não aquisições de um ativo como uma ação ou commodity, quando a taxa de câmbio se move, ela cria um risco de crédito para a contraparte, mostrando um ganho na transação. Como resultado, a maioria dos corretores de forex exige que seus clientes coloquem uma certa quantia de fundos em depósito para cobrir tais perdas potenciais. Isso é conhecido como o requisito de margem do corretor.
Como os requisitos de margem variam entre os corretores, convém garantir que o corretor escolhido tenha diretrizes com as quais possa conviver. Além disso, alguns corretores fecham automaticamente posições de negociação quando o valor da margem na sua conta é excedido por perdas de negociação, ou de acordo com outros critérios, portanto, certifique-se de compreender as implicações de tais políticas para o seu negócio de negociação.
Plataformas de Negociação.
A maioria dos melhores corretores de forex oferece suas próprias plataformas de negociação proprietárias para você usar para executar transações de forex e acompanhar o mercado. Eles geralmente tomam a forma de plataformas baseadas na web que usam o acesso através do seu navegador da Internet ou plataformas do lado do cliente que você baixa, instala e executa em seu computador pessoal.
Além disso, alguns corretores suportam plataformas de negociação independentes, como a popular plataforma MetaTrader 4, que pode ser obtida gratuitamente e para a qual muitos robôs comerciais de forex são projetados.
Negociação Móvel.
Alguns comerciantes forex exigem a conveniência de negociar e manter contato com o mercado forex através de seu telefone celular ou outro dispositivo móvel. Muitos corretores fornecem tais serviços, portanto, se isso for importante para você, confira o que cada corretor oferece a esse respeito e se o software deles funcionará com o seu dispositivo.
Negociação Algorítmica.
Comerciantes Forex cada vez mais desejam automatizar seus planos de negociação ou algoritmos para liberar seu tempo para outros empreendimentos. Eles costumam fazer isso usando uma linguagem de programação para anotar seu processo de decisão em um formato algorítmico que pode ser executado automaticamente por plataformas de negociação forex que suportam esse recurso.
Se você acha que pode querer automatizar seu plano de negociação, verifique com corretores que você está considerando para ver se eles suportam esse tipo de negociação e como eles fazem isso.
Alertas de mercado.
Muitos corretores oferecem SMS ou outros tipos de alertas de mercado para seus clientes. Se você acha que isso pode ser importante para o seu negócio comercial, procure por esse recurso.
Aqueles que são novos na negociação forex desejarão ter melhor acesso a suporte a transações e suporte técnico. Veja quais serviços cada corretor sob consideração fornece e se será suficiente para seus propósitos.
Recursos de Informação.
Comerciantes mais novos, muitas vezes exigem materiais educativos sobre o mercado forex e negociação em geral para começar a negociação forex com o pé direito. Se isso for importante para você, pesquise o que os corretores que você está considerando têm a oferecer a esse respeito.
Além disso, muitos corretores fornecem feeds de notícias sofisticados, como a Reuters, por exemplo, bem como comentários de mercado proprietários e outras informações oportunas.
Acesso à mesa de negociação.
Alguns comerciantes gostam de falar com um revendedor ou consultor pessoal no corretor, a fim de obter informações e conselhos sobre o mercado interno. Outros gostam de poder fazer transações pelo telefone em um piscar de olhos. Se qualquer uma dessas opções fizer sentido para você, informe-se com seus corretores em potencial se o acesso à mesa estará disponível para alguém com o seu depósito inicial antecipado.
Leia nossas análises de mais corretores de forex que não fizeram nossa lista top acima:
Por favor, dê-nos a sua opinião sobre estes corretores do forex e outros abaixo.

Notícia do mercado de ações de hoje & amp; Análise.
Roku mostra a volatilidade é seu amigo em ações individuais, também.
A Roku tem uma visão para o futuro.
Vídeos de notícias mais recentes.
Últimas notícias.
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Fique à frente dos mercados com estes artigos de leitura obrigatória.
Mercado de ações hoje.
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Rally dos estoques conforme os investidores reavaliam o relatório do Fed.
História em destaque de.
Últimos artigos por Martin Tillier.
A nova coluna de leitura obrigatória de Martin Tiller nos mercados.
Esclarecedor. Divertido. Todo dia. Apenas na NASDAQ.
Editar favoritos.
Insira até 25 símbolos separados por vírgulas ou espaços na caixa de texto abaixo. Esses símbolos estarão disponíveis durante sua sessão para uso nas páginas aplicáveis.
Personalize sua experiência NASDAQ.
Selecione a cor de fundo de sua escolha:
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Stock Market Swing Trading Video Course.
Download the Stock Market Swing Trading Video Course . 12 hours of instruction over 17 videos that include stock market basics, as well as versatile strategies showing you how to swing trade the stock market efficiently and effectively whether prices rise or fall.
Created by Cory Mitchell, CMT.
The Stock Market Swing Trading Video Course provides everything new and experienced swing traders need to be effectively and efficiently swing trade stocks. The course covers how to analyze price charts efficiently, focusing on the few key metrics that really matter. Several strategies are revealed that stand the test of time in terms of working whether prices are going up or down. It also shows how to find trades; a strategy is only useful if we can easily find stocks to apply the strategy to. Stock market basics, how to place orders, position sizing, and risk management are also covered. These lessons reveal how we can win a good percentage of our trades, while still keeping our winning trades much bigger than our losing trades.
Learning three strategies is efficient because there are countless methods for trading, but learning them all is impossible and time-consuming. Focus on a few strategies that work, get good at implementing them and then repeat, repeat, repeat. The nice thing about swing trading (taking trades that last a couple days to a couple months) is that you only need to spend about 20 minutes every few days finding trades and implementing the strategies. This is done by watching the price of a stock move up and down, and then buying and selling it when the strategies dictate.
The Stock Market Swing Trading Course is produced by me, Cory Mitchell, a Chartered Market Technician (CMT) , member of the Market Technicians Association , Canadian Society of Technical Analysts and by extension the International Federation of Technical Analysts . I became a full-time trade in 2005.
I worked for six years as a proprietary trader for a trading firm(s), doing one of the toughest jobs on the planet (also the most fun)–extracting profit every single month; se eu não tivesse lucro, eu não seria pago (sem salário, tudo dependia do desempenho). These are stock strategies forged by relentless dedication to trading, and tens of thousands of trading hours and trades. In 2011 I moved my focus to trading independently and helping others by sharing what I’ve learned. I freelance (write) for, and have been vetted by, some of the largest financial sites in the world, including TheBalance, Stock & Commodities magazine and Investopedia, among others.
The course is broken down into sections. Each section contains an educational component, where you are guided through a PowerPoint presentation. Then there is a component where charts are used to show how the information is applied.
What You Will Learn in the Stock Market Swing Trading Video Course.
–No frills, just solid trading education.
& # 8212; An efficient method of trading ; I have included only the things you need to know, so you don’t waste your time reading or watching videos that don’t help you. Also, once you know the strategies, you can implement them in about 20 minutes every few days.
& # 8212; Receive more than 12 hours of video, a Trading Checklist eBook and a Frequently Asked Questions (FAQ) eBook . Checklists make sure you are only taking trades based on the strategies and concepts discussed in the course.
& # 8212; How to effectively practice and implement the information you will learn . You will need to put in practice time if you want to get good at these strategies. I provide you with exercises throughout the course so can practice what you learn.
& # 8212; Learn all the stock market basics you need to start swing trading effectively and with confidence.
& # 8212; T o utilize this course effectively you should have $10,000+ in trading capital, and at absolute minimum $5,000+.
& # 8212; How to read stock price charts, and how to analyze them, including free resources you can use to practice your chart reading ability. For swing trading, you don’t need to spend loads of times analyzing the financial health of a company or reading news reports. Instead, swing traders focus on price charts. The price chart shows how the price of the stock is actually moving. It is the change in the share price that makes us money, so our job is to analyze the share price (I show you how) and then take advantage of trends and reversals within the share price.
& # 8212; How trends operate and reverse, and how to trade them, utilizing a trend-following strategy and a reversal strategy. During trends and reversals is where big money can be made… if you have strategies to capitalize on the trends and reversals (what this course is all about).
–The course covers how to find and trade USA and Canadian stocks that meet the strategy criteria. The strategies and information can be used to trade other global stocks, but examples are not provided.
Example of reversal trade in ACHC.
–How to place trades (order types) for the strategies you will learn. What type of order is used for each trade can dramatically affect profitability. The course shows you which ones to use under various circumstances.
& # 8212; How to find trading opportunities whether the price of a stock goes up or down .
& # 8212; I show you how to find the stocks you should be trading . Finding the best stocks to trade is what typically takes about 20 minutes every few days.
Making money on trend trade in TCK.
–What to do with your positions around earnings announcements or other major news events.
& # 8212; How to determine the exact number of shares to take when making a trade , based on your account size, the stock you are trading, and your risk limits (also taught in the course). This is part of risk management. Does buying 100 shares or 1000 shares matter? Com certeza faz!
& # 8212; What type of stocks NOT to trade . There are certain types of stocks that are just too risky and that have a greater tendency to produce big losses. I discuss which types of stocks to never swing trade.
& # 8212; How to determine the exact number of shares to take when making a trade , based on your account size, the stock you are trading, and your risk limits (also taught in the course). This is part of risk management. Does buying 100 shares or 1000 shares matter? Com certeza faz!
& # 8212; Exercises throughout the course show how to master the concepts discussed. Just like a sport, you have to practice and do the exercises to get better in order to start building that secondary income!
–Bonus Videos show you how to find and trade the Most Explosive Stocks in the Stock Market .
–Learn how to collect massive gains from stocks that have entered a “sleeper” phase but are setting up for a big rally .
& # 8212; Utilize a target method, or the versatile trailing stop loss method to capitalize on those stocks that keep running in your favor.
Get the more than 12 hours of video instruction, a Trading Checklist eBook and a FAQ eBook for $249 USD.
Make 2018 the year where you start building that secondary income stream.
(Note: The course download is a. zip file of approximately 3.5 GB. Be sure you have enough space on your computer/device for the download. Download speeds will vary. All videos are. avi format and the Checklist and FAQ eBooks are. pdf format. Download links are emailed out immediately; if you don’t see an email from us, check your junk mail. )
Video on what you will learn…
Quanto você valoriza seu tempo?
There’s loads of free trading information on the internet, but how much time are you spending trying to compile that information into a usable trading methodology? How much time is spent filtering through, well…crap? Salve-se o estresse, o tempo e a confusão.
Invista em você mesmo. Get more than 12 hours of video instruction, a Trading Checklist eBook and a FAQ eBook for $249 USD.
(Note: The course download is a. zip file of approximately 3.5 GB. Be sure you have enough space on your computer/device for the download. Download speeds will vary. All videos are. avi format and the Checklist and FAQ eBooks are. pdf format. Download links are emailed out immediately; if you don’t see an email from us, check your junk mail. )
This Stock Market Swing Trading Course is 100% Guaranteed:
If you follow the steps and guidelines in this course and you don’t think you’re a better trader because of it, I will refund you 100% of the purchase price within 30 days*. Não garanto lucros de negociação - isso depende de você e da prática necessária. No entanto, acredito que as informações contidas neste curso melhorarão muito suas chances de se tornar um profissional lucrativo.
Please note that you are paying for the course, and not personal mentoring. Personal trading advice is not provided with your purchase price.
Risk disclosure : All views expressed in the Course are my opinion. The strategies contained in this Course are subjective in nature, which means they require practice and fine-tuning as you progress and as market conditions change. Individual trading results vary. This Course should not be viewed as personal investment advice for you. Não conheço sua situação financeira pessoal nem seus objetivos financeiros ou tolerância a riscos. Consulte seu consultor financeiro antes de agir, pois minhas opiniões podem não estar necessariamente alinhadas com suas metas de longo prazo ou tolerância a riscos. All s tock trading involves substantial risk of loss, and it is possible to lose more funds than you initially deposited with your broker if you are using leverage. Para informações adicionais sobre riscos na negociação, consulte a página Legal Disclaimer.
* Purchase price is refunded via PayPal. Refund must be requested within 30 days of purchase and an email sent to cory [at] vantagepointtrading [dot] com explaining why you are unsatisfied, and if you followed the guidelines as outlined. This helps me see what needs to be explained more precisely, and where traders are typically struggling.
63 thoughts on “ Stock Market Swing Trading Video Course ”
Do you have a performance log of the strategy you’re selling please ? In order to know what to expect when the strategy is well apply.
I know it’s depend on each trader but what are you performances please.
I don’t typically publish results because every trader will have dramatically different results, even if using the same strategy. Small mistakes or differences of opinion on a trade will inevitably lead to different results, especially over many trades. People may also opt to use different levels of leverage, or take more or less trades. So my personal profits are not comparable to what others will make. Some people will make less than me, some will make more.
BUT, at times in the past I have provided trade signals on the site based on strategies very similar to those covered in the course. These trades and results were published on the site.
Here are the results for stock swing trades:
[percentages are account equity, not how much the stock moved]
Again, this simply what this strategy produced at this time. How much is made varies by market conditions, and also by individual based on factors such as leverage, trades taken, and the stop loss and target levels chosen. So this numbers should not be an expectation. Some traders may make less or more than this, depending on how they implement the strategies and the stocks they opt to trade (there are thousands of stocks, so when we screen for trades it is unlikely we will all end up trading the same ones….and which stocks we opt to trade will be a huge determinant in our profit potential).
You can also view a current and recent sampling of stocks trades on my Tradingview account: tradingview/u/VPTcory/
Click on a chart and then click the play button. You will see that most of the trades have/are working out very well. Please note that these are not meant to be trade signals. And since I am publicly posting these charts, my stop losses and targets may be slightly different than shown on the chart (so no one can take advantage of knowing the exact price my trade levels are at). People who have taken the course will understand these charts, and how to find similar trades themselves. All my publicly posted trades should be viewed as a learning tool, and not as trade signals. Do you your own due diligence first, as that is why the educational course is provided in the first place 🙂
It is Legally required to post a disclaimer any time trading results are discussed: past results do not guarantee future performance.
I am offering trading education. What traders do with that education is up to them. Profits are out there, but they are not guaranteed.
Hi cory i paid the course how i can get it.
Hi, a download link is sent out automatically after purchase. If you don’t see it, check your spam email folder. If you still don’t see it, let me know and I will send the download link manually.
I am interested in your approach towards swing trading. I have researched day trading and just do not believe I have the availability to accommodate the time needed. In regards to your swing trading approach, I am sure I do. I have very beginner/intermediate approach to trading, but could really use the extra knowledge your offering. I would like to ask you a question.
If I purchase this course…
1) Will I be able to learn how to identify, choose, and select stocks for trading? As in, will I have the information/skill needed to pick the right stocks to trade?
2) Can you use IRA’s to swing trade?
3) What is the view on trade costs/commissions for buy/sell.
Thanks, and I am looking forward to purchasing your course.
A large part of the course is dedicated to finding the right stocks for each strategy. We use screeners to help us find stocks that meet certain criteria. We then manually go through these results and find the stocks that align with the strategy parameters. I cap this process at about 20 minutes each night. You can look for stocks every night, or just two or three nights out of the week (weekends are fine too) depending on how much time you have.
Yes, you can use a registered account to swing trade. If doing so, I recommend using the approach covered in video 16 for your position sizing. There are two position sizing methods discussed in the course, but the one in video 16 is the one I use for non-leveraged accounts (like registered/retirement one).
Your commission costs will depend on your broker. Most brokers offer commissions between $5 and 10 per trade. That is really the only cost. I usually find about 5 trades I like each month (some months may be a little less or a little more). To make sure commissions won’t eat up our gains, it is recommended people using the program have at least $10,000 to trade with. $5,000 would be the absolute minimum, but $10K+ is much better. This way, we can take a good sized position (many brokers charge the same commission whether trading 100 shares or 1000) which will result in gains that are big enough so the commission is inconsequential.
Espero que ajude.
I really appreciate you taking the time to respond. How do you feel about trading down? Is that something you practice? Or do you advise sticking with the uptrend for trades? Also, Do you discuss options in your course?
The course covers trading uptrend and downtrends, and being able to spot how reversals often occur. So the course can be used to trade both uptrends and downtrends, which means no matter what the market is doing we can capitalize.
The course does not cover options at all.
Cory teaches many subjects on trading. One of which is wave analysis. He teaches when a market is in a trend, but more importantly, when not in a trend. Some of the analysis is subjective of course. But the longer you use the information and going back to course and studying the material again, and again, the easier the understanding becomes.
I trade the NQ futures. I am a day trader. His work is priceless. I cannot tell you how many times his methodology, understanding and teaching waves in a trend or not, that I have been successful on my analysis that when then when the immediate price action is a mess, but..my edge is knowing which direction to trade or not to trade.
His stock trading course price in the big picture is just a few ticks.
Should I buy screening or any other software to become a swing trader, apart from buying your swing trading course?
No, you don’t need to buy any additional software. In a prior comment, you mentioned trading Aussie stocks. A quick Google search revealed several ASX stock screeners. One of those will likely do fine for what the course calls for.
Those trading stock picks that you publish weekly on Tuesday, are they your recommendation for swing trading and/or for day trading?
Have a good one,
That list is for day trading, BUT, those are all stocks move quite a bit (especially the ones I provide daily % or $ volatility for) so they may at times present good swing trades as well….but only when a valid set up occurs (but swing trading is not the particular point of those article).
Thank you Cory for your prompt response.
I am living in Australia and planning to trade ASX stocks. Is your swing trading technique will apply to Aussie stocks or need any modification to apply them?
Desde já, obrigado.
I also use it on Canadian stocks and it works fine, so it will work on Aussie stocks as well. Australia and Canada have very similar markets. The only possible issue is that I am not familiar with Australian stock screeners. Part of the course covers how to use screeners to find stocks. Assuming you know a decent a stock screener for Aussie stocks, the course should be fine. And of course if there are an issues, you can ask for a refund. No issues there.
I just read thru the above and wish that this course existed in 2007 when I started my trading journey. For such a reasonable price I could saved years of time….and time is life.
Thanks for the feedback SJ. Best wishes on your journey!
Hi Cory, I just purchased the swing trading videos recently and can’t stop rewatching and taking notes. What a difference it makes to listen to your videos versus others who don’t have your extensive knowledge in technical analysis nor your “bootcamp” as I think of it where for 6 years your salary was directly tied to your profits…wow! I find your approach to trading very well thought out and simple yet I can really see how this came about from both your need to survive along with your constant studying. The concept of trading trend reversals and trend continuation just really struck a chord with me…good job! I’m a senior technical software instructor for a little over 20 years now so I’m definitely qualified to recognize a good instructor versus just a good presenter. You do a great job of taking a concept with lots of pieces and explaining it in simple terms. That’s a sign of a good instructor.
Thanks for the comments, Robert. Much appreciated and best wishes with the trading.
I mentioned I would follow up my results after purchasing the course back in November, so here it is:
It’s been about 6 months since I purchased the swing trading course by Cory and I have been live trading it for about 3 months. So although I still feel I am in the early stages of really being intimate with the strategies, I have also developed my own twists on it that I think are just as important. I hope this helps some of you who purchase it, especially those that are finding it harder than they thought it would be to profit.
1. I realized during sim trading that I could enter a trade and simply look at it once a week and let it hit target or stop. When I went live, I couldn’t just ride the trade out like I had. Seeing a trade go in your favor 3x your risk and just barely miss target only to return to your entry point for a no-win trade is absolutely heart breaking for me. Or having a trade in green a good amount then just consolidate for a week had me second guessing whether I want to take my profit now or ride it out (as a breakout in either direction could be likely). Nail biting every day I logged into my broker account and had me trying to micro manage everything.
So rather than fight those urges, I adapted it to suit my personality. Depending on the overall market, how the pattern develops and overall feel, I will take off 50-75% of my position at 1x my risk or at a logical place (just below the previous high/low – which may be 1.5x risk or more). Depending on how the pattern is developing I may just leave my stop as is or move it to break even if it shows weakness/strength on continuation. I haven’t done the statistics on it but I think it will smooth out your overall bottom line (less wild swings in P/L) and keep your win percentage up higher, BUT will you be more profitable than just letting the trade ride? I don’t think so. It might work out to be the same either way (letting it ride out or taking partials) but it’s what works for me and makes me comfortable and gives me the patience to let the second portion of my trade work its magic (or not). It gives me lots of small losers, lots of small winners and a handful of winning runners (and my ego intact as it keeps win ratio high). Also gives me lots of “phew, glad I took off a bit there” moments.
2. I’ve added overall market direction in my analysis (SPY or ES-futures). If the market is pulling back from a new high and looking to continue, it gives me extra confidence in my long positions to hit their targets or to trigger if waiting for entry long. If the market is choppy like it has been lately (4/21/2017) I will make my targets a bit more reasonable and even take off more of my position at 1x my risk or again, the first logical point exceeding 1x.
The market as of now may be viewed to some as a bearish cup and handle formation or a bullish triangle to others. Either way it has been consolidating so I like to keep targets tighter and have more control over my trades that way. If the market breaks out or down, I’ll most likely adjust my targets in those trades that are in line with the overall market.
3. I’ve added 20, 50 EMA and 200 SMA to my charts. Por quê? Because those are the moving averages the big players love to throw around on the news and sites. So I feel they are almost a self fulfilling prophecy for institutional traders and/or retail traders. Are those numbers special? No. Does a cross mean go long? No. I use them simply for overall consensus on a stock. If prices move below the 20 and the 50 with strong momentum, probably a good sign not to try to get long. You’d be surprised at how often they hold as support as well.
Those are just a few things I’ve adjusted to the strategies to my liking. Your experience may and should differ. As much as I want to become a consistently profitable trader yesterday, it takes time and patience to see the way patterns play out, what constitutes a failure of the pattern you’re in and when to take profit or look to exit.
And finally trading is more an art more than it is a science. So taking that into consideration, I think little things like taking partial profits, adding whatever indicators give you confidence to pull the trigger (I suggest not using them as an actual trigger as they are lagging) or even only checking trades once a week are all small steps each trader needs to give time and work through to become their own.
Like a set of golf clubs, the better you get at golf, you’ll find yourself replacing the grips, maybe replacing the driver with a different brand or swapping out a putter for the times you aren’t putting as well as you did. The strategies are all sound, it’s just those little touches each trader should add to suit their style and abilities.
And if you’re wondering, yes, I am just starting to become a little bit profitable. My first 2 months live had me going up and down, back to break even most of the time. As I adjusted, I started seeing more trades play out and getting better at it. More winners and although 3 months isn’t enough to tell whether I will be profitable in the long run, I have the tools and confidence now to make it happen.
Hope to update again in another 6 months. I’m sure it’ll be quite different than now!
It has been 6 months and I promised an update: (I have not viewed the updated videos so can’t comment on those)
Well, not much has changed – I haven’t blown my account and I’m not a millionaire. I have been making small gains and ensuring my capital never takes big hits. I am up a bit in my account (maybe 10%) but I feel my improvements still come every week.
3 major takeaways since my last post (that work FOR ME):
1. Momentum – One thing I have to stress that I knew earlier but kept ignoring (I don’t know why – well, actually it was lack of experience) was momentum/velocity. If a stock is trending up nicely and begins to pull back, you don’t want to see a sharp move down that covers half of the leg up in 2 or 3 days. Even if it consolidates at the bottom of this sharp move, this is an entry that I never take now – actually I may even look for a short entry.
Along the same lines, if you get a sharp strong leg up and you are looking to go long, don’t wait too long. If it consolidates near the highs or pulls back just a little, I get in as soon as new highs are made or strong momentum comes back in – these have been my bread and butter as of late. (Check out GRMN (entry @$60) and KORS (entry @$55) for recent examples)
2. Loosen stops and take partials – I was originally sticking my stops a penny under the recent swing low that was made when going long. So many times I got stop tapped and watched as prices took off. So then I adjusted it to 5 cents. Same deal. So what’s the solution? Well, for me it is more conservative targets and stops. Now I give it a bit of wiggle room unless it is a breakout trade. Pullback trades require some “slop” because we aren’t sure it is done pulling back and there is no clearly defined entry point like a breakout/breakdown. So usually I will place a stop under the whole number below recent swing (if swing low was $45.70 I will place my stop at $44.99. Been working well so far. Some situations I still place a penny under (see below).
Also I take off half or 1/3 of my position at 1:1 depending on how strong it got there. If it rocketed up there, I’ll usually see if I can squeeze 2:1 out of it before taking off half my position. If it is just roly polying up to my first target I’ll take off half there. Usually for the second half I leave my original stop (so you’ll experience a lot of break even trades – good for my personality rather than taking a loser) and take off another 1/4 at 2-3:1 and let the last quarter ride, moving stops up to under the next swings low.
3. Don’t always try to catch tops or bottoms of the pullbacks.
I used to want to enter at the bottom of a consolidation or front-run a pullback near the bottom of the channel only to see it go against me immediately. If you do go this method, I recommend sizing into the position rather than going full size at once. Again, pullback trades require some wiggle room.
Now, I don’t mind getting in with a bit more confirmation. If I see that a stock has a strong move up out of a channel or consolidation, I can enter on that strength, no problem. Earlier in my trading career I would’ve seen a big green candle and thought “oh shit, I missed like, the whole move, omg.” But this is probably the type of move you can stick the stop a penny under that swing low. Not only that but that strong move gives you a better chance as it kind of confirms the next move in the trend (not to be confused with chasing).
And of course all of this I could have only really learned through experience. I’ve read and heard all of what I said from others but it won’t really resonate until you have been in the markets for a some time.
Patrick, are you a full-time trader or part-time? how much time do you devote each week? Just curious.
Hi I have a question regarding the 1% risk on capital. Does this change dynamically with each trade. Example: I lose 5 trades in a row on $100,000 account. would I risk $950 on the next trade or do you trade based on the original amount until a threshold drawdown, say 10% or so? Same for profits. Do you risk 1% of original capital or the new higher amount?
I hope you understand the question. Obrigado pelo seu tempo e esforço.
Either way keeps your risk controlled. The “by the book” way would be to take 1% of the current account balance. But I personally use the “threshold” method pretty much as your describe. So I use 1% of the original capital. Continuing with your example…risking about 1000 on a 100,000 account. I will risk 1000 and pretty much keep that the same until the account is at 90,000 or 110,000, changing the $ risk to 900 or 1100, until the account moves 10% again.
So there is no right or wrong, each approach has its pros and cons. That said, the threshold method is my favorite. It forces you to pull back the $ being risked when not trading well, and allows you increase $ risk when you are trading well. Plus, it will reduce the erosion of capital if a trader does hit a rough patch. But it also allows for a flexibility in that it doesn’t penalize or reward you based just a few trades…the position size only changes if a there is a decent sized move in account value.
Hope that provides a good overview.
What about penny stocks, Are the priciples the same?
For risk control and position size, yes. the principles are the same.
I will eventually be trading with an IRA account where I can’t short stock. What can I use as a substitute when a short opportunity arises?
Just focus on the long trading opportunities. Without leverage is quite likely only one or two trades will be deployed at any time anyway.
There are “inverse etfs” which moves up when the asset it tracks falls. These etfs can be bought to take advantage of the decline in the asset. BUT, they often move in a weird way over long periods of time, since they only reflect daily price changes and not long-term price changes. Therefore, I don’t recommend they are traded unless you research them, see how they move (over the short-term and long-term) and practice trading them (just like anything else).
I just purchased your Stock Market Swing Trader Course. Is it okay to come by here to ask you questions about the course. Thus far I’m not sure where to look for historical charts or where to open a demo account. I have trading account where I have been doing some small trades. It’s through TD. Do they have demo accounts? Thank you very all this knowledge.
I believe you are from Canada, correct?
Yes, you can ask questions here. Alternatively, you can send me emails directly (I may answer the questions here, or, if likely many people have the same question…then I will write an article/video and post a link to it here). You can use the TD thinkorswim demo account discussed in the course. While the demo is available to anyone, thinkorswim is not available to Canadians for live/real-money trading. You can still practice on that platform though (and use it for charts), and then use your normal TD account for trades once you feel comfortable taking live trades. You can continue to sign up for new demo accounts definitely, as they will expire every 30 days.
You can also find charts within your Canadian TD investment account. Once you are in the account, click on Quote. Then input a stock symbol (provided by the screens you will learn about in the course). Select the stock. For example, input FB (which is Facebook) and then select it from the dropdown. A little window will pop up. On the very bottom right there is a little link that says “Charts’. Clique nisso.
Just to provide some other options, demo accounts with brokers that do open accounts for Canadians are also available at: interactivebrokers/en/index. php? f=1286 and questrade/trading/free-trial.
Impressionante. Thanks for your quick reply. I’m really looking forward to diving into all of this. And yes, I am from Canada.
Ooops I misspelled my own name. I just fixed it.
I am not sure if you use the Advanced Dashboard at TD but it has helped me with charting and tracking. Not bad for a retail solution. Only $30 per month if you are under 30 trades per quarter (ten per month basiclly)
Cory, you wrote that thinkorswim is not available but to Americans. Is it available to Americans living abroad?
Thanks in advance for your answer.
I not sure about this. You may have to contact them and ask.
Are you looking to open a live account or to just demo trade?
If you are just looking for a demo account, I would also recommend TradingView. TradingView is also free and can demo trade by opening a chart > click the Trading Panel at the bottom of the page > click Paper Trading. So a couple options for demo trading.
For a live account, if you are a US resident I can’t image you will have too much trouble opening an account with most brokers. I know a few people in your situation have also opened an account with InteractiveBrokers.
Very helpful answer, Cory. Thank you.
do you have one for futures?
No, and there likely won’t be…at least not for a number of years if there is one.
Can I use the same two swing trading strategies for day trading? Obrigado.
The general concept of the strategies I use are similar whether day trading or swing trading. While you can definitely extract useful information (such as the market basics, how to practice, order types, analysis concepts and general strategies), everything would need to be fine-tuned to day trading. You would need to put in additional practice to make sure you can apply the concepts on very short time frames.
This is a swing trading course, and there are certain things that I do when day trading that are not covered in this course (which aren’t required for swing trading).
So the short answer is: The course may help with day trading, but that is not its intent–it teaches swing trading. If you are a day trader and want to see if the course helps you, you are welcome to buy the course and if it is not what you are looking for you may ask for a refund.
I bought Cory’s ebook back in July of 2016 and found it a great resource for a trader just starting out. After subscribing to and jumping to other sites and (what I thought to be more advanced) strategies, I always seem to come back to Cory’s ebook for guidance and simplicity. It has become a cornerstone to my trade journey. I will come back to why I mention the ebook soon….
Being more of a visual learner, I had to try out the swing trading course. I just finished my first viewing of the series (it took me about a week, an hour or two each night after work) and will now view it again, taking my time and jotting down notes and setting up my ToS platform layout, etc.
While viewing the series, you will have many questions pop up. This is where Cory did a great job of answering these questions as the series progresses. Almost all of the questions that sprang to mind were answered within the next video or two. It is thorough and well thought out. For this reason, I don’t recommend jumping around from video 5 to 3 then 7. Watch them in progression as it all ties in with each other and builds off the previous.
If you were an ebook purchaser, this video series really expands upon and ties in with it. So a lot of things that I thought “ok I get it” from the ebook, I realized later that I didn’t. Only after seeing it visually did a lot of concepts in the ebook click, especially the importance of momentum and velocity.
So my recommendation for anyone starting out is to purchase the ebook first (he offers your money back if you don’t find it useful) which lays out a lot of the things you will be unfamiliar with in the video course. If you have the ebook, this is well worth your time and money which focuses more on the same topics.
For someone (myself) who has joined the chat rooms, bought penny stock make-a-gazillion-dollars courses, watched countless hours of youtube videos on every technical indicator, price action is what I always come back to. I have ADHD when it comes to strategies and discipline. I have been switching to this and that when I don’t win every time. I get bored and throw out orders that aren’t part of the plan. This is what makes trading so difficult and I appreciate how this series concentrates on basically 2 strategies. It’s narrowing down and simplifying that is the hurdle for me, not lack of knowledge or more indicators and strategies.
Overall, for the absolute beginner, I think this course might be a bit tough to absorb in one viewing so I recommend you read up on the basics first or try out the ebook beforehand. I am looking forward to my second viewing and hopefully will follow up this post with my sim results.
Thanks for your review, Patrick. It is helpful. Which eBook are your referring to? I see an eBook page that appears to be links to others’ webpages, but I can’t seem to find one Cory wrote.
Cory, is your eBook included in the course now and not available separately perhaps?
The eBook Patrick is referring to is the Forex Strategies Guide (vantagepointtrading/forex-day-trading-and-swing-trading-strategy-guide)…listed under the Trading Courses drop down menu. It’s the only ebook/course I sell.
It is a forex ebook, while the video course discussed on this page focuses on stocks. That said, there are many trading concepts that overlap even though they are different markets. I will work on creating a way to bundle them. In the meantime, bundling them would need to be done manually (if you are interested in both). I will shoot you an email with details.
Hi Patrick, you sound very similar to me. There is so much information out there that it is hard to know actually what works and everyone is either trying to palm you off or endorse someone else. I agree with the beginner comment as well. Beginners will need to look at some really basic fundamental information first.
All in all I found this very user friendly and am now ready for the next part of the journey. Methodically practicing and mastering these strategies before I even think about looking at something else.
I found your interesting video on youtube and landed on your site. The video is youtube/watch? v=UHdw7NzxeXY#t=748.521378.
Are you going to use the same tools mentioned in the video? I like your teaching style and the tools you mentioned. Also I have no idea about technical analysis is the course going to cover technical analysis for beginners?
Obrigado pelo feedback. The course does not cover technical analysis as a whole (a very big topic) rather it only covers the tools that are needed for the strategies discussed in the course. So the course covers how to analyze the price chart (for the two strategies covered) how to find trades and how to place orders. It also covers some stock market basics, and exercises are provided throughout the course so you can learn the material in a demo account before risking real capital.
Ultimately, if the course isn’t what you are looking for (or is a bit too advanced for you at this time), then just shoot me an email and I will refund your money.
Obrigado pela sua resposta. What I am looking for is to start swing trading as passive income. I assume that your course focus is swing trading based on exact steps to follow for newbies. Certo?
I provide the swing trading strategies to follow, but there IS work and research that goes on. You may find 5 stocks one night that meet all the strategy criteria; the job of the trader is to narrow it down and take only the one or two that offer the best opportunity. The course covers this topic–how to analyze charts so you pick the best opportunities. But it does take some work. Practicing the strategies will take some time in a demo account. Then, once you are comfortable with analyzing charts and spotting the trades, it will likely take 20-30 minutes a couple times a week to find and place trades. Once trades are placed there is very little work, except looking for potential new trades when the current ones complete.
Also, is there any pre-requisite for taking this course to be successful?
Hi Raza, sorry for the delay.
I do cover stock market basics in the course, therefore there aren’t any pre-requisites.
I know zero about technical analysis but I will take the chance and buy your course. Obrigado.
Do you have any discounts for black Friday …. or for Thanksgiving….?
Obrigado & # 8211; have a great Holiday.
Thank you for your interest and question. Have a great holiday as well 🙂
The course is currently on sale for the introductory price of $179, through to the end of the year. After that it will be $229.
Looking forward to getting this course as soon as it’s released. Loved the eBook and has payed for itself several times over. Keep up the amazing work Cory!
Apart from the different capital requirements, what other differences are there between swing trading stocks and trading forex?
Are there factors or benefits that come with trading stocks that are absent when trading forex?
Obrigado pela ajuda!
Having traded both extensively over the last 12 years, there really isn’t much difference to me. It is more just about which market you prefer to trade. Forex has a couple things going for it…one is higher leverage (just allows you to take more trades at one time, which is fine because risk on each trade is always strictly controlled) and the forex market is open 24-hours a day during the week which means there are no daily price gaps. Daily price gaps can be an issue for a stock swing trader. That said, based on how I trade, the gaps have not been an issue for me when trading stocks, so really there is very little difference other than the capital requirements. So again, more just what you prefer to be trading and in involved in.
The course will be available shortly, but if you have questions about it in the meantime, ask away!
I want to know the minimum amount of capital in a trading account I need to swing trade what I learn from your course. It makes no sense to purchase the course if I’m under capitalized.
I provide some details on this above:
“to utilize this course effectively you should have $10,000+ in trading capital; with only $5,000+ you will likely need to utilize leverage, which may not be everyone’s preference.”
So $5,000 is the minimum, but $10,000 is preferred. With smaller accounts, commissions and fees just become too much of a factor.
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