Questrade Financial Group
Enhancing Dividend Visibility
At-A-Glance
During my internship, I designed how key dividend info shows up on Questrade’s mobile and web platform. I approached it like a dividend investor, thinking about what details they’d actually care about in the moment, and what gets in the way of making quick, confident decisions.
My Role
UX Design Intern - User
Research, Visual Design, User
Flows
Team
Evan Ahmed, Strategy Analyst
Alex Chan, Project Manager
Colin Schotsman, Business Analyst
Timeline
Toronto, ON
Jun - Aug 2025
THE PROBLEM
Filing claims for lost or damaged belongings is slow, stressful, and disconnected
Customers had to call in and manually recall lost or damaged items on the spot, upload evidence on external tools, and wait weeks with no updates. The process lacked clarity, felt frustrating, and burdened insurance advisors, and even costed the business money.
OBJECTIVES
Helping investors better understand their cash flow
Make Passive Earnings Easier to
Understand
Goal: Show users what their dividend earning from each stock, and when.
Approach:
Add payout amounts, dates, and yield directly to each position.
Surface key payout information upfront, so users know what to expect before investing.
Highlight Income Performance Across the Portfolio
Goal: Give users a big-picture view of their earnings over time.
Approach:
Calculate the combined payout based on the user’s current holdings and share counts.
Present total expected income clearly, without digging through each stock.
RESEACH SUMMARY
Understanding the needs
Evaluating income potential
1
Income potential is a key driver for dividend investors
Investors often prioritize return consistency and payout frequency when evaluating a stock.
2
Dividend yield is the most common metric used to assess potential income
It provides a quick snapshot of how much a stock may return relative to its current price.
3
Ex-dividend dates play an important role in purchase timing
Missing the ex-div date means missing the next payout, so this info influences buy decisions.
4
Income-focused decisions are harder when dividend information is buried
If these stats aren’t available at a glance, investors may turn to external tools or delay their decisions.
Tracking income from individual holdings
1
Once invested, users care about how much they’ll actually receive
The focus shifts from potential yield to actual payout amount based on shares held.
2
Manual calculations are a common workaround.
Users often multiply dividend per share by the number of shares, mentally or using separate tools.
3
A total projected payout across accounts helps quantify passive income.
This gives users a fuller picture of their earnings and adds confidence to their investment strategy.
SELF REFLECTION