By Jason Schwartz

In early November, Questrade took the approach of utilizing smart technology in order to considerably lower its fees with the new Questwealth Portfolio (previously Portfolio IQ).

It now offers fees of 0.25% for the lowest dollar amounts, compared to its previous Portfolio IQ’s fees of 0.7%. In fact, its average asset-weighted fees have declined by 63%.

In addition, each portfolio is actively managed by Registered Portfolio Mangers and supported by 100 customer service agents.

Competiscan took notice and set out to document the new portfolio design experience, which you are able to find in the link below.

Competiscan clients can view the report here.

Not a client? Schedule a demo today.

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