How to Export Your Questwealth Statements as PDFs

Here’s how to get your Questwealth statements out of Questrade and into Greenline.

Download the statement from Questrade

1. Log in to your Questrade account.
2. Go to Documents.
3. Under Statements, you’ll see the latest statements for each of your accounts. To view earlier ones, click See all statements.
4. Click Download on each statement to download it to your computer.

Import it into Greenline

1. Open Greenline and go to the account this file belongs to. If you haven't added that account yet, add it first.
2. Press Upload.
3. Choose Monthly Statement PDF.
4. Drag the file in, or browse for it. One file at a time, up to 10 MB each.
5. Greenline puts the result in your Portfolio Inbox, the tray icon at the top of the screen. Open it, check what was found, and confirm.

Downloaded several months at once? Repeat these steps for each file.

Nothing changes in your portfolio until you confirm it in the inbox. If something was read wrong, you can correct it there.

Still having trouble? Contact us at support@usegreenline.com.