Looking for some Passiv how-to videos?
You’ve come to the right place.

How to Manage Your Drift Notifications

This video shows you how to manage your portfolio drift notifications.

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How to Manage Your Brokerage Connections

This video shows you how to add and manage your brokerage connections.

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How to Connect Questrade to Passiv

Connecting your Questrade account to Passiv is super simple – here’s how.

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How to Set up a Target Portfolio

Passiv calculates trades based on your chosen target portfolio – set yours up in just one minute by importing your current holdings.

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How to Manually Build a Target Portfolio

Building your target portfolio from scratch is a breeze.

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How to Set Up Multi-Account Portfolios

This video shows you how to combine multiple accounts into one global portfolio. Follow along with the video to see how.

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How to Use One Click Trades

Tired of calculating and inputting trades yourself? Have Passiv do it for you.

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How to Exclude Stock Picks from Your Portfolio

Passiv makes it easy to exclude your “fun money” portfolio picks from your target portfolio.

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How to Connect Multiple Brokerage Accounts

Manage someone else’s investments? Here’s how to link additional accounts.

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How to Allow Selling to Rebalance

By default, Passiv will only calculate Buy trades to keep your commissions down. Here is how to turn on Sell calculations.

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How to Change Your Currency Handling Settings

Do you have Canadian and US dollars in your portfolio? You can choose how Passiv deals with multiple currencies.

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3 ways to Get the Most out of Passiv

You’ll get the most value out of Passiv when you manage multiple accounts, contribute regularly, and use one-click trades.

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