Thanks for choosing Wealthsimple! If you work at an IIROC firm, we'd be happy to provide you with the necessary documentation to open accounts with us.
Please see the attached letter of discretionary account management. Please see the attached letter of discretionary account management. This document outlines that the investments in your account are fully managed by us and exclusively invested in exchange-traded funds.
In order for us to send duplicate statements, please complete a compliance letter and submit the form here. You should receive confirmation from us that we've updated your account within five days of uploading this document.
If you require assistance or have any other questions about compliance, please contact us.