Platform Basics
This QTrade option automatically invests for you based on your goals
QTrade Guided Portfolios
Which option would be considered hands free
QTrade Guided Portfolios
This tool helps us connect members to either platform
Referral Link
QGP guarantees returns
False
This platform is designed for investors who want full control
QTrade Direct Investing
This option is fully customizable
QTrade Direct Investing
This determines your investment mix in QGP
Investor Questionnaire
Doing nothing can sometimes be the best strategy
True!
QTrade platforms are brought to you by ______
Aviso Wealth
Name the one registered account not available on either platform
RDSPs
This process keeps your portfolio aligned with its target mix
Rebalancing
Direct investing is always better than Guided
False
** DAILY DOUBLE**
This is the annual fee to hold a QTrade Guided Portfolios account
Double points if you can state the 3 services it affords
1.1%
Back Office Admin
Automatic rebalancing
Advisor Lindsey Smith
This platform is considered a Robo Advisor
QTrade Guided Portfolios
*Automatically manages your investments based on information given
This is why ETFs are commonly used on digital platforms
Low cost and diversification
More trading usually leads to better results
False
*DAILY DOUBLE*
These are the main types of investments used in Guided Portfolios
Double if you can explain them
ETFs - Exchange Traded Funds
An ETF is like a basket that holds lots of investments like stocks. You can buy and sell this basket on the stock market, just like you would a single stock. This way, with one purchase, you get a mix of investments.
This platform is considered a Discount Brokerage
QTrade Direct Investing
-Gives the tools to buy and sell securities yourself
This is what diversification helps to reduce
Risk
Having an advisor overseeing QTrade Guided Portfolios is unique to Coastal
True!