When transferring an investment account to Wealthsimple, you will need to make sure that you know your account number. Keep reading this article for tips on finding this number if you're having trouble locating it.
Where to look for your account number
Your account statement
Look for an account statement for the account you're trying to transfer from within the past 6 months. Once you have your account statement, make sure to check the following places:
- Beside or below the name of the account you are transferring
- At the top of your statement
- In the chart that provides a summary of your account transactions
Your mobile or desktop app
Sign into the mobile or web app you typically use to view your investments outside of Wealthsimple. Once you're logged in, be sure to check any page on the application that sounds similar to:
- My Accounts
From there, click on the account you're trying to transfer, and see if there is an account number beside or below it.
Call Wealthsimple for help
Many clients need our help finding their account numbers. Reach out to our support team, and a member of our team can help you find your account number.
Examples of where to find account numbers
Below you can see certain examples of where to find account numbers with different institutions:
- See an example statement for Scotiabank Personal Portfolio Services here
- Notice here that account numbers on Scotia iTrade have to be revealed
- See here how the RBC Direct Investing app has the account number below the account name
- If you zoom in on the photo here, you’ll notice that TD Direct Investing places account numbers in grey right below the account names
- On the CIBC Investor’s Edge mobile app here, you’ll notice that the account number is in black beside the word “TFSA”
Make sure to follow the tips below when searching for your account number or using it to transfer an account to Wealthsimple:
- Exclude any dashes: When you are entering your account number into the text field of Wealthsimple’s desktop or web application, make sure to avoid using any dashes.
- Unhide your account number: When using the apps or webpages of other banks, the account number might be hidden, like it is for Scotia iTrade. Try tapping or clicking on a menu (3 dots) or the account number itself to reveal it.
- Look for greyed-out text: Account numbers might be listed in grey instead of black font, so be sure to look carefully
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