I was introduced to Passiv as a result of joining the Questrade family back in 2025; Questrade subsequently broke off ties with Passiv earlier this year and have been working on improving their own platform to do a lot of what Passiv did. (Like recently introducing custom indexing¹).

Anyway, I still use Passiv since it makes it easy to see my entire retirement portfolio (including accounts owned by my spouse) all in one screen. Even its free version is useful in that regard².

Anyway, Passiv up until this week only natively supported Questrade and Wealthsimple in the Canadian market. But I see that they now also support DIYers using BMO Investorline and CIBC Investor’s Edge. So if you’re a user of these brokerages, you can enjoy the benefits of one screen for all your accounts.

1. A decent looking concept, but of no interest to me personally unless they add support for RRIF accounts. I’m not holding my breath. ↩︎
2. The paid version allows you to execute rebalancing trades, among other things. Passiv’s main competition is all-in-one ETFs. ↩︎