Questrade offer. - Stocktrades Canada

Thanks for your recent video on the Questrade offer. It’s a very tempting offer. I’d of course use your affiliate link.
I don’t know if you can answer this but here goes anyway.
I’m wondering how they handle tax slips.
1) Do they automatically adjust the ACB for funds that pay partial ROC such as REIT’s or do we have to do that manually?
2) Do they issue a T5008 and a Realized Gains/Losses Report similar to TD?
3) For anything transferred in kind from another institution will the current ACB be reflected in the transfer?
Thanks as always,

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Asked on February 14, 2025 8:33 am

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Private answer

Their tax slips from what I remember are fairly standard and similar to other brokerages.

As per your other questions, they're actually pretty good ones, but ones I don't really know. It would probably be best to contact support for that. I do remember when I transferred to Wealthsimple Trade, they kept the ACB of my positions. I would imagine Questrade would, in fact I would be shocked if they didn't. However, I can't guarantee this and you'd be best to contact them.

I only spent about 15 or so minutes on the live chat waiting for someone, which is pretty good considering I imagine they are getting bombarded with queries right now. They answered the questions I had fairly quickly.

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Posted by Dan Kent

Answered on February 14, 2025 8:43 am

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