Overview
Existing Generation clients whose account is already linked to another member of their household can view their combined total household assets in the Wealthsimple app. The Household view gives you access to your household assets which allows you to efficiently manage your finances.
This means that if you have $500,000 and your partner has $150,000 with us, you can view your total assets of $650,000 at a glance.
What can my household member see?
Household members can only see the total combined assets across both Wealthsimlple profiles. Household members can’t access each other’s accounts, account balances, or account activities.
View your consolidated household assets
The Household view is only available on the Wealthsimple mobile app. Follow the steps below to view your consolidated assets:
- Sign in to the Wealthsimple app on your mobile device
- From the Home tab, tap the Profile icon in the top-right corner
Opt-out of sharing household assets
You can contact our support team to opt-out of sharing household assets with linked household members.
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