Passiv Reviews and details

Social recommendations and mentions

• I have 200k to invest in margin accounts (TFSA, RRSP, FHSA maxed), do I continue to use the old 3 fund model from Canadian Couch potato from 2019 or use the new 1 fund model (VGRO)?

  I have no issues maintaining the ratios as I use a platform that buys it in the correct ratios (passiv.com). Source: 10 months ago

• Need help with RESPs

  Open an account with Passiv. Since you have a QT account, it will give you access to their "elite" subscription for free. See this video to see how you can setup your Passiv account: https://www.youtube.com/watch?v=A-hGnim7v5U. Source: 11 months ago

• Is there a way to see how many dividends a specific stock has given me all time without scrolling through activity and writing it all down?

  Personally I use the free version of "Passiv" website. You are able to link up your Wealthsimple account to it and it gives you some performance metrics about your portfolio including breakdown of dividends by stock/etf and all time dividends. Source: 11 months ago

• Revoke api access token

  I've given access to passiv.com for my IBKR account. Source: 11 months ago

• Does Schwab support autopurchasing stocks?

  Schwab does not, but you can use a third party service like Passiv. It connects to your Schwab account and manages the portfolio for you. Source: 12 months ago

• Questrade or Questwealth for a beginner planning to invest in ETFs

  I use Passiv to manage my accounts at Questrade, and I made a short guide on how to setup Passiv to manage your portfolio. I hold asset allocation ETF's, which give you a low cost globally diversified portfolio--no thinking required. Source: about 1 year ago

• Questrade or Questwealth for a beginner planning to invest in ETFs

  I use Questrade, and manage my accounts with Passiv. Source: about 1 year ago

• Has anyone tried using Passiv for rebalancing?

  As the title says - happened on this service https://passiv.com/ when browsing around; they can be linked to brokerages including IBKR, and help you rebalance your portfolio based on your previous settings. Especially attractive if you were using multiple brokerages. Wondering if anyone has any experience with it, if there are any catches, etc. Source: about 1 year ago

• First time investor WealthSimple Robo Advisor

  I use Questrade as my brokerage, and use Passiv combined with the free upgrade to Passiv Elite to manage my TFSA and RRSP. I use the Target Portfolio feature, and One Click Trades to place trades in my account when I make new deposits. I know how to place manual trades, but Passiv just automates that. I also like their reporting dashboard. Source: about 1 year ago

• ideal timing to buy all equity etf

  I use Passiv and don't bother with DRIP. I just log in once a month after I make my regular contributions and it calculates and places my trades with one click trades. Source: about 1 year ago

• What’s your favourite way to track and visualize your investments?

  Every 3-6 months I update my net worth worksheet in Excel, but otherwise I use the Passiv Reporting Dahsboard to keep track of my TFSA and RRSP at Questrade. Source: about 1 year ago

• A broker for foreigners in France

  While not completely automated, Passiv would allow you to set your target allocation and make all required purchases in one click, and supports IBKR. Source: about 1 year ago

• Is there a way to set up automatic DCA in IBKR?

  3) Setting up https://passiv.com/ . This service isn't exactly free though. Source: about 1 year ago

• tfsa, rsp, unregistered cleanup

  For making regular purchases and portfolio management, I use the Passiv platform and free upgrade to Passiv Elite to use One-Click Trades. Source: about 1 year ago

• Tracking FIRE progress

  I use https://passiv.com/ to view my investments, their performance and current progress on targets. Source: about 1 year ago

• Best low-fee brokerage for ETF portfolio management that allows custom allocations?

  2) Crate an account at Passiv, and link it to your Questrade account. You get the free upgrade to Passiv Elite. Source: about 1 year ago

• best brokerage to start investing?

  I use the Passiv platform to manage my portfolios and take advantage of the free upgrade to Passiv Elite to use their One Click Trade Feature. Source: over 1 year ago

• RRSP Transfer

  I have a little under 200k invested with Questrade in my TFSA and RRSP, both managed by Passiv. Right now I told XEQT for 100% stocks. It pays out a quarterly distribution which I always re-invest. Source: over 1 year ago

• Investing with my bank or using WealthSimple, QuestTrade etc

  Placing trades is fairly simple, and can even be automated by combining Questrade with Passiv, which is what I use. Source: over 1 year ago

• How do I go about changing my Mutual Funds into ETFs without issues or penalties?

  Questrade also had a partnership with Passiv which is a portfolio management platform. I use to to manage my TFSA and RRSP on Questrade. Source: over 1 year ago

• 20 yr old curious to hear opinions on my investment strategy

  If you want to go all in on your mix of funds, you can set that up in Passiv, and it will calculate and place trades with minimal input. I would just buy XGRO and forget it. Source: over 1 year ago