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
- Open IQ Edge, click Tools at the top menu, then click Account.
- Right-click the Orders tab and select Edit Columns.
- In the new window, select all available columns and click OK.
- Click on Range and select the date range of trades you would like to export.
- Right-click on Orders again and click Export…
- Save the file to your desktop.
Note: For certain account types, Questrade only allows the export of trades from the last 30 days.
Importing to Trandence
- Open Trandence and navigate to the Trades page.
- Click the Import Trades button in the top right corner and select Upload CSV.
- Choose Questrade and match your CSV’s timezone.
- Upload your saved file.
- Important: On the Review screen, use the Batch Tags field to assign a custom tag (e.g., “QT TFSA”). This is crucial if you track multiple brokerage accounts within Trandence.
- Click Import & Review Summary to finish.
📎 Download a sample Questrade CSV file to see the expected format.
Need Help?
If your file fails to upload, or if the broker has recently updated their export format, please reach out to us at [email protected]. We’ll help you get your data synced smoothly!