Will Wealthsimple reimburse transfer fees?

Absolutely! Investment transfers that are greater than $5,000 in value are eligible for transfer fee reimbursement. When the transfer is completed, please upload a digital copy of your bank statement showing your transfer fees and contact us to let us know you've done this!

Note: Wealthsimple doesn't reimburse Deferred Sales Charges (DSC fees), Low Load Fees (LL fees), trading fees or commission fees. Transfer fee reimbursement doesn't apply to advisor-referred clients who pay Wealthsimple preferential fees.

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