In this article:
Overview
Learn how to update notification and shareholder communication settings within the Wealthsimple app.
Continue below to learn how to:
- Customize email and push notification preferences for account-related information, product updates, and announcements.
- Opt in or update preferences for shareholder communication materials.
- Delete notifications in the app's notification center.
Email and push notifications
You can customize the email and push notification updates you receive about account-related information, product updates and promotion announcements. To do this, follow the instructions below:
- Sign in to the Wealthsimple app on your mobile device
- Tap the Profile icon in the top right corner
- Tap the Settings (gear) icon in the top right corner
- Tap Notifications
- Tap either Email notifications or Push notifications
- Here, you can toggle on or off the items for which you'd like to be notified
- Log in to your Wealthsimple profile
- Select the Profile icon in the top right corner
- Choose Settings from the menu
- Select Notifications from the options
- On the Email notifications tab, toggle on or off the items you'd like to receive notifications for
Shareholder communication materials
Shareholder communications are materials that include proxy-votes, details on upcoming corporate actions, and financial reports.
Tip: As a shareholder of a company, you have the right to vote in shareholder meetings for that company. Learn more about participating in shareholder meetings and elections.
By default, shareholder communication materials are turned off for all clients when you first open an account. You can opt-in to receive these communications, or update your preferences, by following the steps below.
- Sign in to the Wealthsimple app on your mobile device
- Tap the Profile icon in the top right corner
- Tap the Settings (gear) icon in the top right corner
- Select Notifications and then Shareholder materials
- Here, you can choose your shareholder communications settings
- Log in to your Wealthsimple profile
- Select the Profile icon in the top right corner
- Choose Settings from the menu
- Select Notifications from the options
- Select the Shareholders materials tab
- Choose what kind of shareholder materials you'd like to receive notifications for
Delete notifications
Follow these steps to delete notifications in the notifications centre:
- Sign in to the Wealthsimple app on your mobile device
- From the Home tab, tap the Notifications (bell) icon in the top left corner
- Swipe left and tap Delete
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