Overview

You'll need to link a corporate chequing or savings bank account held with a Canadian financial institution before you can make a deposit and withdraw from your Wealthsimple Business account. To do this, we'll use one of our trusted partners, Flinks or Plaid, to securely request your online banking information.

If you can't link your bank account using Flinks or Plaid

If you can't or don't want to link your bank account through Flinks or Plaid, you can link your account manually or wire funds to your Wealthsimple account instead.

How to link your corporate bank account

When linking your bank account, we'll ask you to sign in to your bank via one of our trusted partners, Flinks or Plaid. You can only link a corporate bank account on web.

Follow these steps to link your bank account:

1. Log in to your Wealthsimple profile
2. Select the Person icon at the top right-hand corner of the page
3. Select Settings from the dropdown menu
4. Select Accounts
5. Select the Linked accounts tab
6. Select Link a new account
7. Follow the prompts to link your corporate bank account

Manually link your corporate bank account

If we can't automatically link your bank account, you can follow the prompts to manually link it during the bank linking process.

You'll need the following information to manually link your account:

• Institution number (3 digits)
• Transit number (5 digits)
• Account number (7-11 digits)

You'll also need to upload an account statement for the bank you're linking. The statement must include:

• Your corporation's name
• The full account number
• The institution logo

Please review how to find your account statement for help finding this document. If you're having difficulties finding the correct document, please contact our support team for help.

Troubleshoot linking your bank account

If you're having trouble linking your bank account, please try our troubleshooting tips.