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Rebate Offer Terms
*/** Terms and conditions apply.
- This offer is only valid for eligible new Qtrade clients who have never previously opened an account
Product Welcome Bonus
Earn up to $5,000 in cashback
- For a limited time, get $250 cashback when you invest $1,000.
- Put more away for another day. Get up to $5,000 cashback and $0 commission trades.
- Available to new clients only
- Offer period: Jan 6, 2026 – Mar 31, 2026
FUNDING TIER | CASH BONUS |
|---|---|
$1,000 - $10,000 | $250 |
$10,001 - $25,000 | $500 |
$25,001 - $50,000 | $650 |
$50,001 - $100,000 | $750 |
$100,001 - $250,000 | $1,000 |
$250,001 - $500,000 | $2,500 |
$500,001 + | $5,000 |
Promo Code: CASHBACK26
Transfer fee rebate: Receive up to $150 per Transfer Request when the client transfers-in $15,000 or more (can be combined with Cashback Offer)
Product Description
🏛️ Company Snapshot
- Qtrade Direct Investing is a self-directed online brokerage operated by Credential Qtrade Securities Inc., based in Vancouver, and owned by Aviso Wealth.
- Founded in the early 2000s, Qtrade is consistently ranked among the top Canadian brokerages for ease of use and overall investor satisfaction.
🌐 Regulation & Security
- Regulated by IIROC (Investment Industry Regulatory Organization of Canada).
- Protected by the Canadian Investor Protection Fund (CIPF) up to $1 million per account.
- Implements strong security measures: 256-bit encryption, two-factor authentication (2FA), session timeout, and an Internet Security Guarantee covering unauthorized transactions.
🧩 Account & Asset Types
Supported Accounts
- Personal: Cash, Margin, Joint
- Registered: RRSP, Spousal RRSP, TFSA, FHSA, RESP, RRIF, LIF, LIRA (CAD & USD versions)
- Business & Estate: Corporate, Trust, and Estate accounts
Tradable Assets
- Canadian & U.S. equities (incl. some OTC stocks)
- 100+ commission-free ETFs
- Mutual Funds
- Bonds & GICs
- IPO participation (when available)
- Options (buying, writing, spreads)
❌ Not supported: Cryptocurrency, Forex (FX), Contracts for Difference (CFDs), international stocks outside Canada/U.S., or Futures contracts
💻 Platform & Tools
User Experience
- Fully web-based with intuitive dashboard, available via desktop and mobile apps (iOS/Android).
- Fast account opening, usually approved in 1–3 business days.
Research & Planning Tools
- Advanced ETF & stock screeners
- Morningstar reports & technical charting
- Portfolio simulator & goal calculator
- Dividend reinvestment (DRIP) and performance tracking
- Options Lab for strategy visualization
- Alerts, watchlists, and market data integration
How to Get the Rebate
- 1.Sign in or create a new FinlyWealth account.
- 2.Click the offer link provided in order to be redirected to the merchant's page.
- 3.Make sure to add your INTERAC e-Transfer email to your Finly profile for us to process payments.
- 4.Complete your application process in one go.
- 5.Once approved, the institution will report the transaction to us based on their reporting schedule, which can vary from 3-5 days to 1-2 months. Your Finly cashback profile will reflect that as soon as we receive a status update.
- 6.Rebate payments are generally processed within 10 days of receiving transaction confirmations, however it may vary depending on payment processing times.
Rebate Timeline
Posting Time
3-4 weeks after signup
Locking Time
3-4 weeks after signup
Payments & Privacy
- •We take privacy serious and believe in keeping your information the way it's meant to be - private. We ask for minimal information to reduce exposure and secure any personal information stored using the latest industry standards.
- •Payments are sent via INTERAC e-Transfer through our secure automated payment system. If your INTERAC requires a password to accept payments, you can find your unique passcode in your Finly account page, otherwise the cash payment will be auto-deposited directly into your bank account.
Helpful Tips
Don't switch devices
Making sure to complete the process in one go without switching devices will help to avoid unforeseen tracking issues.
Avoid cookie or ad blockers
Most of our tracking process is done through browser cookies, hence blocking them would introduce potential tracking issues. Don't use incognito mode either.
Read eligibility criteria
It's generally recommended to read and understand the eligibility criteria before you apply for a financial product.
What Our Members Say
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