Questrade introduced Custom Indexing in its Dawn of Investing product announcement. The November 2025 release described it as an early-2026 roadmap item for building a personalized, ETF-like portfolio while directly owning the underlying securities.
The current product page shows that Custom Indexing is now available for cash, TFSA, RRSP and margin accounts. Clients can begin with a blank allocation or a template, adjust stocks or sectors from more than 15,000 Canadian and U.S. securities, use automated dividend reinvestment and rebalance the positions together.
Direct ownership also changes the work involved. A custom index can contain many separate holdings, so changes may generate multiple trades and, in a non-registered account, more tax records and capital-gain calculations than holding one ETF. Templates and one-click rebalancing simplify administration but do not remove market, concentration or tax risk.