How do I set up TFSA contribution tracking?

There are two ways to set up contribution tracking for your TFSAs. Both options will require you to have a TFSA open with us beforehand.

  1. Log in to your account and go to the Funding page along the header. Select to add funds to your TFSA and click Set up. You'll be taken through a series of questions to calculate your contribution room.
  2. On your Portfolio dashboard, click any of your TFSAs under the “My account” sidebar. Once you're there, you'll see a card on the left to set up contribution tracking. Click Set up to get started.

Keep in mind that if you hold outside TFSAs, we won't be able to keep track of any outside contributions or withdrawals you make. You can always recalculate your contribution tracking manually as you make contributions or withdrawals to your outside TFSAs. The simplest way is to consolidate your TFSAs at Wealthsimple, then we'll be able to keep track of all your activity for you.

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