Overview

Most transfers automatically generate a signature when you submit your request. However, there are times when you must manually sign a form or provide an e-signature to move your money to Wealthsimple.

If your transfer requires a signature, you'll see an Action required status in your account. You can complete this signature directly in the Wealthsimple app through an e-signature or by uploading a "wet signature" (a physical signature on a printed document).

How to provide a signature

If you haven't signed your transfer form yet, follow the steps below depending on the type of request.

E-sign a transfer initiated by our support team

If our support team initiated a transfer on your behalf, you must review and approve it in-app.

1. Log in to the Wealthsimple app
2. Find the transfer with the Action required status
3. Tap Sign now at the bottom of the screen
4. On the Sign in the space below prompt, use your finger or a stylus to draw your signature
5. Tap Submit

Upload a physical (wet) signature

If your account type requires a physical signature, you can upload a photo or scan of the document directly to the app.

1. Log in to the Wealthsimple app
2. In your Transfer Hub, tap the transfer that shows Action required
3. Tap Get form at the bottom of the screen
4. Tap Get the request form here to download the document
5. Print and physically sign the request form
6. Return to the Wealthsimple app
7. Tap the Tap to upload form button
8. Select the file or take a photo of your signed form
9. Tap Submit

Sign via DocuSign

In some cases, we may email you a DocuSign link to complete your request.

1. Log in to the Wealthsimple app.
2. Under Accounts, tap the account you're transferring funds into.
3. Tap the account transfer at the top of the screen
4. Tap Open email at the bottom of your screen
5. Tap Review Document (the form will open in a new browser window)
6. Follow the prompts to digitally sign your transfer request form