Surviscor Canadian Mobile Brokerage Review

The Mobile Brokerage Review was introduced in 2015. The review explores a typical mobile device-based investor experience, including both the pre-login and login areas, that evaluates the mobile journey through each investor process and typical investor experience.

What we Measure and The Deep Dive that Differentiates.

# of Questions

The questions form the basis for the mobile analysis and represent the lowest level of features surrounding the main functionality under review. The binary questions are used to replicate the various actions an actual user would perform when using the mobile platform.

# of Criteria

The second step is the criteria analysis which places groupings of questions together to form the ‘experiences’ or usability encountered by a mobile user. For example, placing a trade is not simply pressing Buy or Sell buttons. The process involves supporting actions and information.

# of Sub-Categories

The third step places the individual experiences into relevant sub-categories that are grouped according to the general activity performed by a mobile user. The sub-categories are then assigned weightings according to the importance the group of experiences contributes within its category.

# of Categories

The last step takes the sub-category items under review and rolls them up into the final industry ranking and individual scores. In most cases, the category weightings are defined by the industry firms once the review is complete which then forms the final mobile scores and rankings.

Mobile Brokerage Review - Experience Categories

The Mobile Brokerage Review objective criteria is divided into six main categories, each weighted according to industry-defined importance, for an overall maximum score of 100.

Initial Experience - The Pre-Login

The category explores the services available through the pre-login mobile platform, available to both existing and prospective mobile investors.

Account Information Experience

Transactional Experience

User Experience

Market Intelligence Experience

Mobile Resources Experience

Our Latest Results


Mobile Experience Rank Industry Firm Peer Score Strongest Result Online Experience Rank
1 Interactive Brokers 88 % Screening Tool 12th
2 Questrade 63 % Planning Resources T-4th
3 National Bank Direct Brokerage 62 % Market Information 11th
4 BMO InvestorLine 61 % Market Notifications T-4th
5 TD Direct Investing 55 % Service Availability 2nd
6 Qtrade Investor 48 % User Protection 1st
7 Scotia iTRADE 42 % Quote Services 3rd
8 CIBC Investor's Edge 41 % Public Resources 10th
9 RBC Direct Investing 34 % Account Notifications 6th
10 Virtual Brokers 32 % Educational Resources 7th
11 Desjardins Online Brokerage 31 % Service Availability 8th


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