Seamlessly Manage your Spouse's Account


So you’ve got your investment accounts on autopilot with Passiv, and you love the ease of making One-Click Trades to allocate new cash contributions. There’s just one problem: you also manage your partner’s account, but you’re not sure how to add their Questrade account to Passiv.

You’re in luck: with just 4 easy steps, you can simplify your family’s financial life.

Note that while we’ll be using the word spouse throughout this article, you can follow these steps for other family members too.

Step 1. Become an authorized trader for your spouse’s account

Your spouse will need to submit a Trading Authorization form to grant you trading access. This form can be found under your spouse’s Account Management page.

They’ll need to scan and upload the completed form with a valid photo ID. Alternatively, they can use snail mail.

Once submitted, it will take a while for Questrade’s validation process to approve the trading authorization.

After a couple of days, check your spouse’s account to see if the trading authorization has been approved as an authorized trader.

You can now link your Questrade account to your spouse’s, which means that their account information will appear in your account.

Click the Start button to begin. You will need to enter your email address and a secret phrase (remember this) that you will confirm later. You will promptly receive an email asking you to link your account.

Click the link inside the email, enter your secret phrase, and log in using your Questrade credentials (not your spouse’s).

Now your accounts are linked, but you still need to wait for the authorized trader activation to take place. In our experience, this takes one day.

Step 3. Enable authorized trader access on your spouse’s account

After a day, check back in your spouse’s Questrade account to see the status of the authorized trader activation.

If it is complete, make sure that your spouse’s account settings have both general API access and authorized trader access enabled. You’ll find this under Settings. Flip that switch, and we’re almost done!


Step 4. Wait for Passiv to sync your accounts

This last step doesn’t actually require you to do anything but wait – how good is that? Passiv syncs accounts every night to make sure that we have the latest account information, so close your weary eyes and dream sweet dreams of blissful trading. When you wake up, you’ll be your family’s financial superhero.


First published on June 7, 2018.