Export a Questrade Orders CSV from IQ Edge, then upload it in Rize Trade under Add Trades > File upload with broker set to Questrade. Stocks and options are supported.
For the general import flow across all brokers, see How to import your trades.
Export from Questrade IQ Edge
Download an Orders export from IQ Edge with all columns included, then upload that CSV into Rize Trade.
- Open IQ Edge, then go to Tools > Account.
- On the Orders tab, right-click and choose Edit Columns. Select all columns, then click OK.
- Set Range to the date range you want to import.
- Right-click the Orders tab and choose Export.
- Save the CSV and upload it using the steps below.
Warning: Some Questrade account types limit exports to about 30 days at a time. If your history is longer, export in shorter batches and upload each file to the same account. Keep the original column headers. Do not rename columns before you upload.
Upload in Rize Trade
After you have the CSV, import it from Add Trades with Questrade selected. For the general upload flow, see How to import your trades. Questrade-specific settings:
- Set broker to Questrade.
- Set Time zone to match the timestamps in your export. Required. Questrade has no date format selector.
- Use a CSV up to 50 MB. If your file is larger, export a shorter date range or see File too large, how to break up your import file.
After upload, open Settings > Import History to confirm status, trade count, and duplicates. Full walkthrough: View Import History logs. If the import stays queued or fails, see Import queued or something went wrong.
Tip: If dates look shifted after a successful import, the time zone on the upload screen may not match your export. See Why are my entries and exits on the wrong dates?.
Two file shapes Questrade exports use
Rize Trade accepts two common Questrade layouts: an Orders export and an Activity export. Use the shape that matches your file.
Orders format
Orders exports need symbol, action, fill quantity, fill price, and a time column. Rows with a Status of Rejected or Failed are skipped. Any other row imports only when it has a fill quantity and fill price above zero, so orders that never filled are skipped. An all-pending file imports zero trades even though it opens correctly.
| Field | Required? | Accepted headers |
| --- | --- | --- |
| Symbol | Required | Symbol |
| Status | Optional | Status. Rejected and Failed rows are skipped |
| Action | Required | Action |
| Quantity | Required | Fill qty |
| Price | Required | Fill price |
| Time | Required | Exec time, Updated time, or Time placed |
| Fees | Optional | Total fees, or Commission + SEC fee + ECN fees |
| Option type | Optional | Option type (Put or Call) |
| Activity type | Optional | Activity Type |
Activity format
Activity exports need symbol, action, transaction date, quantity, and price. When Activity Type is filled in, it must mark the row as a trade.
- Symbol: the ticker or option symbol
- Action: buy or sell
- Transaction Date: when the fill happened
- Quantity: fill size
- Price: fill price
- Activity Type: must be trades (non-trade activity is skipped)
Activity rows stamped 12:00:00 AM carry a date but no execution time, so they are skipped.
Why your import might be rejected
When something is off, Rize Trade shows a clear message. Questrade-specific rejections are below. For generic errors (file too large, wrong file type, empty file, missing account or time zone), see Fix any import problem.
File is empty or invalid
Message: File is empty or invalid.
Cause: The upload has no usable content, or it does not look like a Questrade export with a header and data rows.
Fix: Re-export from IQ Edge Tools > Account > Orders for a date range that includes executed fills, include all columns, and upload that CSV.
Missing required columns
Message: Invalid Questrade file: Missing required columns.
Cause: The file is missing headers Rize Trade needs for the Orders or Activity layout (for example symbol, action, fill quantity, fill price, and time on Orders files).
Fix: In IQ Edge, right-click the Orders tab, choose Edit Columns, select all columns, export again, and keep the original headers.
No valid trades found in file
Message: No valid trades found in file. When rows were skipped for their Action, the message adds how many rows had an Action the importer does not recognise.
Cause: Headers were found, but no rows passed the trade checks. Common reasons: Status is Rejected or Failed, the order has no fill quantity or fill price, Activity Type is not trades, the Action is not a buy or sell, or symbol or time is missing.
Fix: Export executed orders (or activity rows that are trades), confirm at least one row has the required fields filled in, and upload again.
Activity export has no execution times
Message: starts with This Questrade Activity export has dates but no execution times.
Cause: Every trade in the Activity export reads 12:00:00 AM, so Rize Trade cannot place the trades at the right time of day.
Fix: Export the Orders report from IQ Edge instead, using the steps above. It includes the time of each fill.
Failed to read Questrade file
Message: starts with Failed to parse Questrade file: followed by more detail.
Cause: The file structure could not be read as a Questrade export.
Fix: Export a clean CSV from IQ Edge again (not a heavily edited spreadsheet), keep the original headers, and upload without changing the column layout.