What can we help you with?
Browse help topics
Tax Support Centre
Information on tax slips, deadlines, and other helpful topics to ensure your tax filing goes smoothly
General information on Wealthsimple, including fees, security and contact information
Wealthsimple's investment strategy and education on our products
Your Wealthsimple Profile
Managing your personal profile, statements, and earned credit
Account Opening & Maintenance
Detailed information on opening and closing accounts
Funding an Account
Transferring money from a bank account, existing investment accounts and between Wealthsimple accounts
General financial advice to help sharpen your financial knowledge.
Program features and how to qualify
Registered Investment Accounts
Information on requirements, contribution limits and tax for RRSPs, TFSAs, and RESPs
Overview of our Smart Savings account
A detailed Help Centre for clients
- Contact us: Who can I talk to?
- How do I open a Wealthsimple account?
- How do I fund my Wealthsimple account?
- How can I transfer my pension to Wealthsimple?
- How do I transfer an existing investment account to Wealthsimple?
- How do I add or change my banking details?
- How to I set up automatic recurring deposits (PACs)?
- How to set up a one time contribution?
- How do I transfer money from a chequing account?
- What is Wealthsimple Black?
- What's a Smart Savings account?