Overview

You can view your balance confirmation and contribution confirmation statements on the Wealthsimple website.

• Balance confirmation statements show end-of-day balances for your accounts on a specific date.
• Contribution confirmation statements show contributions to your registered accounts for a specific tax year.

View your balance confirmation statement

Follow the steps below to view your balance confirmation statement:

1. Log in to your Wealthsimple profile
2. Select the Profile icon in the top right corner
3. Select Documents from the menu
4. Click Request documents in the top right corner
5. Select Balance confirmation statement as the document type
6. Choose an Effective date as your desired date
7. Click Next
8. Check the box for your desired account(s), or check the box next to All accounts
9. Select Generate document
10. Refresh the webpage to see the balance confirmation statement
11. If the PDF doesn't populate, click Open on the right to view the PDF

View your contribution confirmation statement

Follow the steps below to view your contribution confirmation statement:

1. Log in to your Wealthsimple profile
2. Select the Profile icon in the top right corner
3. Select Documents from the menu
4. Click Request documents in the top right corner
5. Select Contribution confirmation statement as the document type
6. Select your desired Tax year from the drop-down menu, and click Next
7. Check the box for your desired account(s), or check the box next to All accounts
8. Select Generate document
9. Refresh the webpage to see the contribution confirmation statement
10. If the PDF doesn't populate, click Open on the right to view the PDF