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.
Importar en Trandence
- Abre Trandence y ve a la página de Operaciones.
- Haz clic en Importar Operaciones en la esquina superior derecha y selecciona Subir CSV.
- Choose Questrade and match your CSV’s timezone.
- Sube tu archivo guardado.
- 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.
- Haz clic en Importar y Revisar Resumen para finalizar.
📎 Download a sample Questrade CSV file to see the expected format.
¿Necesitas Ayuda?
Si tu archivo no se carga, o si el bróker ha actualizado recientemente su formato de exportación, contáctanos en help@trandence.com. ¡Te ayudaremos a sincronizar tus datos sin problemas!