> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sure.am/llms.txt
> Use this file to discover all available pages before exploring further.

# Questrade

> Connect your Questrade investment accounts to Sure

Questrade is a Canadian online brokerage. Sure connects to it directly using a personal API refresh token, syncing your investment account balances, holdings, and trading activity.

<Note>
  Questrade support is in beta. Functionality is working but may have rough edges. Report issues in the [Discord](https://discord.gg/36ZGBsxYEK).
</Note>

## How it works

1. Generate a personal API refresh token from the Questrade desktop portal
2. Paste the token into Sure
3. Sure discovers your Questrade accounts and begins syncing balances, holdings, and activities
4. Choose how each discovered account should appear in Sure

## Prerequisites

* A [Questrade](https://my.questrade.com) account with IQ API access enabled
* A personal API refresh token generated from the Questrade portal (desktop only — the mobile app does not have API settings)

## Setting up Questrade

### Get your refresh token

The Questrade IQ API settings are only available on a desktop browser.

1. Sign in to the [Questrade portal](https://my.questrade.com) on a desktop browser
2. Open **Settings** and find **General settings**, then edit **IQ API settings**
3. In the API access modal, click **Manage** under **My applications**
4. Register a personal app with a name and description, then save
5. Add a new device and generate a token
6. Copy the generated refresh token

### Connect Questrade in Sure

1. In Sure, go to **Settings > Bank sync**
2. Find the **Questrade** panel and paste your refresh token
3. Click **Save** — Sure initiates a first sync to discover your accounts
4. Go to the **Accounts** tab and run account setup to choose how each Questrade account should appear

### Set up discovered accounts

After the first sync, choose how each Questrade account maps to a Sure account type:

* **Investment** (brokerage, RRSP, TFSA, RESP, and other registered accounts)
* **Loan** (margin accounts)
* **Skip** accounts you do not want to track

You can also choose how far back to sync transaction history during initial setup.

## Token refresh

Questrade refresh tokens renew automatically each time your accounts sync. If a connection sits unused for more than 7 days, the token may go stale. Paste a new refresh token into the Questrade panel in **Settings > Bank sync** to reconnect without losing your linked accounts.

## Supported data

* Account balances
* Holdings (positions and quantities)
* Trade activities (buys, sells, dividends, and other transactions)

## Troubleshooting

**Connection shows "requires update"**: The refresh token has expired or been revoked. Generate a new token from the Questrade portal and paste it into **Settings > Bank sync > Questrade**.

**Accounts not appearing after setup**: Trigger a manual sync from the Questrade provider panel. If accounts still do not appear, confirm that your token is valid and that the accounts are visible in the Questrade portal.

**Activities missing**: Make sure you selected a sufficient history range during account setup. You can adjust the sync start date per account if needed.

For Questrade API documentation, see the [Questrade IQ Edge API docs](https://www.questrade.com/api/documentation/getting-started).