In this article:
Overview
You can view your year-to-date contributions across your Wealthsimple Tax-Free Savings Accounts (TFSA) in any TFSA. We track contributions for you so you can easily monitor them.
We only track contributions made in your Wealthsimple TFSAs. You'll need to manually calculate your total contributions if you have TFSAs outside of Wealthsimple.
Note: We don't track your contribution room. We recommend checking your Canada Revenue Agency My Account for this information.
How to view your TFSA contributions
Follow these steps to view your TFSA contributions:
- Log in to the Wealthsimple app
- Select any TFSA
- Scroll down to TFSA contributions
- View your year-to-date contributions
- Log in to your Wealthsimple profile
- Select any TFSA
- Navigate to TFSA contributions
- View your year-to-date contributions
Tip: You can request a contribution confirmation statement to generate a downloadable PDF.
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