Overview

To set up your Wealthsimple profile, you'll need to provide some basic information to verify your identity and ensure your profile is secure. You’ll only need to enter this information once — it will be used for all your Wealthsimple products.

Eligibility requirements

To open an account with Wealthsimple, you must meet the following requirements:

1. Live in Canada as a Canadian citizen or with a valid Canadian Visa
2. Meet the minimum age requirement for your province or territory
3. Have a valid Social Insurance Number (SIN)
4. Have a valid phone number
5. Meet identity verification requirements for non-registered accounts

Information required to fill out your profile

You’ll need a few key pieces of information on hand to fill out your profile:

• Full name
• Email
• SIN
• Date of birth
• Address (and potentially a previous address)
• Phone number
• Employment information

Set up your Wealthsimple profile

Follow these steps to set up your profile:

Once you’ve set up your profile, you can open your first Wealthsimple account.