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Connect Questrade or import its Orders report

Connect Questrade through SnapTrade with your own login for daily read-only automatic sync, or export the Orders report and upload the CSV.

Same on every platform Updated
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What this does

Brings Questrade trades into VEXA in one of two ways: an automatic connection through SnapTrade, VEXA’s connection partner, or the broker’s Orders CSV export.

With automatic sync you sign in with your Questrade login inside SnapTrade’s portal, VEXA never sees your password, and the access is read-only, so VEXA cannot place, change or cancel orders. Automatic sync is a Pro feature. File import works on every account.

Automatic sync

Same on every platform

  1. In VEXA, open Profile, then Connected brokers, and choose Questrade.
  2. Open the Automatic sync tab and choose Connect with Questrade.
  3. SnapTrade opens Questrade’s own sign-in page. Enter your login and complete any verification Questrade asks for.
  4. Approve the read-only connection and choose the accounts to link.
  5. Return to VEXA. On a phone or tablet, switch back to the app when the portal finishes. If the accounts have not appeared, choose I’ve connected.
  6. The first sync starts on its own. Compare one imported trade with Questrade before relying on a long history.

The sync brings in stocks, ETFs and options with the fees Questrade reports. New trades appear the day after they settle, and Sync Now refreshes on demand. If Questrade asks you to sign in again, VEXA shows Reconnect Questrade.

Import the Orders report

  • Use the Orders export, not an account summary or positions report.
  • Set the date range deliberately before exporting.
  • Keep the CSV unchanged. Renaming the file is fine, but do not delete or rename its columns.
  • Questrade timestamps are interpreted in Toronto time, including daylight-saving changes.

Same on every platform

  1. Sign in to the Questrade web platform.
  2. Open Accounts, then Activity.
  3. Choose Orders and set the date range you want to import.
  4. Export the report as CSV.
  5. In VEXA, open broker connections, choose Questrade, and upload the CSV.
  6. Review the import result before continuing with additional files.

What VEXA imports from a file

VEXA reads executed stocks and ETFs, Questrade’s reported fees, and the executed portion of partially filled orders. Cancelled or rejected orders with no fill are ignored.

Options are supported when the export contains enough contract information to identify the expiry, strike and call or put. If those facts are incomplete, VEXA rejects the ambiguous row instead of inventing a contract. A file that overlaps what the connection already imported is recognised, not duplicated.

What you should see

A connected Questrade account with a last-sync time, or a result panel identifying the file as Questrade Orders with the accepted and skipped row counts. Open one imported trade and compare its quantity, execution price, time and fees with Questrade before importing a large history.

If it doesn’t work

  • “Automatic sync is a Pro feature.” The account you are signed in with is not on Pro. Upgrade, or upload the Orders report.
  • “Automatic sync for this broker isn’t switched on yet.” The connection is not live on VEXA’s side yet. File import works in the meantime.
  • VEXA asks you to reconnect. Questrade wants a fresh sign-in. Choose Reconnect Questrade and sign in once.
  • The file format is not recognised. Export the Orders report from Accounts, then Activity, and upload the original CSV.
  • No trades were imported from the file. Check that the selected range contains executed or partially filled orders, not only open, cancelled or rejected orders.
  • An option row was rejected. The export did not contain a complete, unambiguous contract description.
  • A trade appears on the wrong day. Confirm that the export came from the Questrade web platform and that its timestamps were not edited in a spreadsheet.

Broker page

Questrade with VEXA Journal Questrade stocks, ETFs and options in VEXA. Connect with your Questrade login through SnapTrade for daily read-only sync, or export the Orders report and upload the CSV.

Related

Upload a statement or CSV Where the upload area is on each device, which file types VEXA accepts, and what happens while the import is running. Understand your import results What every line of the import result panel means, including the two success messages that read like failures. Reconnect a broker that stopped syncing What the Needs Reauth badge means, the broker-side changes that cause it, and how to restore the connection without touching your trade history. How options trades are imported Contract size, the three symbol formats VEXA reads, what happens when an option expires worthless, and the export settings that keep contract detail intact.

Still stuck? Email support@vexatrade.ai.