Wealthsimple asks clients to verify bank accounts to make funds transfers to and from Wealthsimple.
There are two ways to verify your CIBC chequing or savings account with Wealthsimple:
- A PDF of a full Bank Statement
- Image of a Void Cheque
Sign into your CIBC Online Banking
Under the 'My Accounts' tab, click on 'View eStatements'
- Select your most recent monthly statement and download it as a PDF
- Upload the PDF to your Wealthsimple account!
To upload a void cheque to Wealthsimple, please take one of your existing cheques and write VOID across the cheque. Next, scan the cheque to your computer (or take a photo of it) and upload it to your Wealthsimple account.