Overview

When transferring an investment account to Wealthsimple, you need your account number. Here are some tips to help you find it.

Where to find your account number

Find your account number on your account statement

Look for an account statement for the account you're transferring from within the past 6 months. Check these places on your statement:

• Beside or below the account name
• At the top of your statement
• In the account transactions summary

Find your account number in your online account

Sign in to the app or desktop website you use to view your investments outside of Wealthsimple. Check for a page similar to:

• My Accounts
• Accounts
• Investing
• All
• Portfolios 

Select the account you're transferring. Your account number may be beside or below the account name.

Get help from your financial institution

If you're having trouble finding your account number, please reach out to your financial institution for assistance.

Troubleshooting tips

Follow these tips when searching for your account number or using it to transfer an account to Wealthsimple:

• Exclude any dashes: Enter your account number in Wealthsimple's app or on the web without dashes.
• Unhide your account number: Account numbers may be hidden on other banks' apps or websites, like Scotia iTrade. Tap or click on the menu (3 dots) or the account number to reveal it.
• Look for greyed-out text: Account numbers may be in grey font instead of black font.
• Enter your account-specific number: Check that you're entering the number associated with the specific account you're transferring. This can differ from your client number.