Set up a robo-advice investment account

A mix of digital capabilities with expert human support

BlueShore provides access to “robo” or “digital” investing through the Qtrade Guided Portfolios^† platform. It’s well-suited to clients looking for a simple, low-cost online option to build their wealth, who don’t want to spend time selecting, monitoring and rebalancing their investments.

Getting started

To set up a Qtrade Guided Portfolios account, you start by contacting our Solution Centre. We first ask you to tell us a little about yourself and how much you’d like to initially invest. We then send the referral link you need to answer the online questionnaire used to identify your savings goals and risk tolerance.

Once you’ve completed the questionnaire, you’ll be prompted to upload the required ID documents (scanned images) and provide your e-signature. You fund the account using Electronic Funds Transfer (upload a void cheque image) or online bill payment.

To get started, call us at 604.982.8000 (toll-free 1.888.713.6728), send us a message, or visit a local branch.