Questrade allows you to export your filled orders from the IQ Edge desktop application. Make sure to include all available columns for the most accurate import.

Exporting from IQ Edge

1. Open IQ Edge, click Tools at the top menu, then click Account.
2. Right-click the Orders tab and select Edit Columns.
3. In the new window, select all available columns and click OK.
4. Click on Range and select the date range of trades you would like to export.
5. Right-click on Orders again and click Export…
6. Save the file to your desktop.

Note: For certain account types, Questrade only allows the export of trades from the last 30 days.

Import To Trandence

1. Open Trandence and go to the Trades page.
2. Click Import Trades and select Upload CSV/TXT.
3. Choose Questrade as the broker.
4. Set CSV Timezone to the timezone used by the broker export. For most US equities workflows, this is America/New_York.
5. Optionally apply an import preset if you use saved defaults for this account.
6. Select or drop the exported CSV file.
7. Review the parsed trades before saving. Confirm symbols, side, open/close times, quantity, prices, commissions, and the session date range.
8. Use Batch Tags to label the import, for example Questrade Main or Questrade Margin.
9. Click Import & Review Summary to save the import and open the post-import summary.

For the full import workflow, including presets, preview validation, multi-session progress, and conflict review, see Importing Trades.

What Trandence Reads

Trandence reads Symbol, Action, Fill qty, Fill price, Time placed, and Total fees. Export filled executions rather than open orders or account summary rows.

Trandence keeps supported US equity symbols, including common share-class formats such as BRK.A and BRK.B, and organizes the imported executions into completed trades for review.

Conflict Handling

If imported rows overlap with trades already in Trandence, use Review Conflicts to compare them before saving. The safest default is Keep Existing, which preserves the trade already in your account.

If you need to replace existing data, delete or correct the existing trades first, then import the file again intentionally. You can review completed imports from Import History.

Sample file: Download a sample Questrade CSV file to see the expected format.

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Need Help?

If your file cannot be uploaded, or if the broker has recently changed its export format, contact us at [email protected]. We will help you get the data imported smoothly.