開戶&使用教學 / Account & Usage Guide

專業投資平台開戶及使用指南 / Professional investment platform account opening and usage guide

選擇投資平台 / Choose Investment Platform

推薦碼 / Referral Code

使用推薦碼可獲得額外現金返還 / Use referral code for additional cash back

開戶後獲得$50現金返還
Get $50 cash back after account opening

在開戶過程中輸入推薦碼即可享受優惠

Enter referral code during account opening to enjoy benefits

需在開戶後60天內完成首次入金,最低入金金額為$250

Completes this first account within 60 days of opening by funding it with a minimum of $250

開戶教學 / Account Opening Tutorial

詳細的Questrade開戶流程指導

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前往Questrade官網點擊「開戶」/ Visit Questrade website and click "Open Account"

2

選擇帳戶類型(TFSA、RRSP、現金帳戶)/ Choose account type (TFSA, RRSP, Cash Account)

3

填寫個人資料和身份驗證 / Fill in personal information and identity verification

4

上傳身份證明文件 / Upload identity documents

5

等待審核通過(通常1-3個工作日)/ Wait for approval (usually 1-3 business days)

查詢帳號活動 / Account Activity Inquiry

如何查看買賣記錄和帳號收益

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登入Questrade帳戶 / Log into Questrade account

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點擊「活動」或「Activity」標籤 / Click "Activity" tab

3

查看交易記錄和收益報告 / View trading records and profit reports

4

下載月度和年度報表 / Download monthly and annual statements

5

設定email通知獲取即時更新 / Set email notifications for real-time updates

股息收益紀錄 / Dividend Income Records

追蹤和管理股息收入

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在「活動」中篩選「股息」交易 / Filter "Dividend" transactions in Activity

2

查看股息收入詳細記錄 / View detailed dividend income records

3

下載股息報表用於報稅 / Download dividend statements for tax filing

4

設定股息提醒通知 / Set dividend reminder notifications

5

分析股息增長趨勢 / Analyze dividend growth trends

開啟股息再投資(DRIP) / Enable Dividend Reinvestment

自動將股息重新投資購買更多股份

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登入帳戶後選擇「我的帳戶」/ Log in and select "My Account"

2

點擊「股息再投資計劃」/ Click "Dividend Reinvestment Plan"

3

選擇要啟用DRIP的股票 / Select stocks to enable DRIP

4

確認設定並儲存 / Confirm settings and save

5

股息將自動購買更多股份 / Dividends will automatically purchase more shares

如何入金 / How to Deposit

將資金轉入Questrade帳戶

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登入後點擊「入金」或「Deposit」/ Log in and click "Deposit"

2

選擇入金方式(銀行轉帳、支票等)/ Choose deposit method (bank transfer, cheque, etc.)

3

填寫入金金額和銀行資訊 / Fill in deposit amount and bank information

4

確認交易詳情 / Confirm transaction details

5

資金通常1-3個工作日到帳 / Funds usually arrive in 1-3 business days

如何出金 / How to Withdraw

從Questrade帳戶提取資金

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確保帳戶有足夠現金餘額 / Ensure sufficient cash balance in account

2

點擊「出金」或「Withdraw」/ Click "Withdraw"

3

選擇出金方式和金額 / Select withdrawal method and amount

4

填寫銀行帳戶資訊 / Fill in bank account information

5

提交申請並等待處理 / Submit request and wait for processing

如何轉帳 / How to Transfer

帳戶間資金轉移操作

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在「我的帳戶」中選擇轉帳功能 / Select transfer function in "My Account"

2

選擇轉出和轉入帳戶 / Select source and destination accounts

3

輸入轉帳金額 / Enter transfer amount

4

確認轉帳詳情 / Confirm transfer details

5

轉帳通常即時完成 / Transfers are usually completed instantly

購買股票(碎股交易) / Stock Purchase (Fractional Shares)

如何購買整股和碎股

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搜尋想要購買的股票代號 / Search for desired stock ticker

2

選擇訂單類型(市價單、限價單)/ Choose order type (market order, limit order)

3

輸入購買數量(支援碎股)/ Enter quantity (fractional shares supported)

4

設定價格限制(限價單)/ Set price limit (for limit orders)

5

確認並提交訂單 / Confirm and submit order

如何購買股票(下單類別) / How to Buy Stocks (Order Types)

了解不同的下單類型和使用時機

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市價單(Market Order):以當前市場價格立即執行交易 / Market Order: Execute trade immediately at current market price

2

限價單(Limit Order):設定理想價格,達到價格時才執行 / Limit Order: Set desired price, execute only when price is reached

3

止損單(Stop Loss Order):設定止損價格,保護投資收益 / Stop Loss Order: Set stop price to protect investment gains

4

止損限價單(Stop Limit Order):結合止損和限價的訂單類型 / Stop Limit Order: Combines stop loss and limit order features

5

追蹤止損單(Trailing Stop):根據市場價格自動調整止損點 / Trailing Stop: Automatically adjusts stop point based on market price

6

全部成交或取消(Fill or Kill):訂單必須立即全部成交否則取消 / Fill or Kill: Order must be filled completely immediately or cancelled

7

當日有效(Day Order):訂單僅在當日交易時段有效 / Day Order: Order valid only during current trading day

8

取消前有效(Good Till Cancelled):訂單持續有效直到成交或手動取消 / Good Till Cancelled: Order remains active until filled or manually cancelled

QUESTRADE IQ EDGE介面操作介紹 / QUESTRADE IQ EDGE Interface Guide

專業交易平台IQ EDGE的完整操作指南

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下載並安裝IQ EDGE桌面應用程式 / Download and install IQ EDGE desktop application

2

登入帳戶並熟悉主介面佈局 / Log in and familiarize with main interface layout

3

自訂工作區和視窗排列 / Customize workspace and window arrangement

4

使用即時報價和圖表分析工具 / Use real-time quotes and charting analysis tools

5

設定技術指標和繪圖工具 / Set up technical indicators and drawing tools

6

建立和管理觀察清單 / Create and manage watchlists

7

使用進階訂單輸入功能 / Use advanced order entry features

8

查看帳戶餘額和持倉狀況 / View account balance and position status

9

設定價格提醒和通知 / Set price alerts and notifications

10

使用Level 2報價查看市場深度 / Use Level 2 quotes to view market depth

11

匯出交易記錄和報表 / Export trading records and reports

12

自訂快捷鍵提升交易效率 / Customize hotkeys to improve trading efficiency

重要提醒 / Important Reminders:

  • 開戶準備 / Account Opening Preparation:準備身份證明文件、銀行資料和聯絡資訊 / Prepare ID documents, bank details, and contact information
  • 資金安全 / Fund Security:兩個平台都受到加拿大投資者保護基金(CIPF)保護 / Both platforms are protected by Canadian Investor Protection Fund (CIPF)
  • 稅務考量 / Tax Considerations:了解TFSA、RRSP等註冊帳戶的稅務優勢 / Understand tax advantages of registered accounts like TFSA, RRSP
  • 投資策略 / Investment Strategy:建議先完成MBTI投資測試了解自己的風險偏好 / Recommend completing MBTI investment test to understand risk preference
  • 分散投資 / Diversification:不要把所有資金投入單一股票或行業 / Don't put all funds into a single stock or industry
  • 持續學習 / Continuous Learning:定期關注市場動態和投資教育內容 / Regularly follow market trends and investment education content

風險聲明 / Risk Disclaimer:投資涉及風險,過往表現不能保證未來收益。請根據自己的財務狀況和風險承受能力進行投資決策。建議在投資前諮詢專業的財務顧問。

Investment involves risk, and past performance does not guarantee future returns. Please make investment decisions based on your financial situation and risk tolerance. It is recommended to consult a professional financial advisor before investing.