Wealthsimple asks clients to verify bank accounts to make funds transfers to and from Wealthsimple.
There are two ways to verify your Scotiabank chequing or savings account with Wealthsimple:
- A PDF of a full Bank Statement
- Image of a Void Cheque or Direct Deposit Form
Upload the document of your choice via the website.
Bank Statement
-
Sign into your Scotiabank Online Banking
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Under 'Account Summary' tab, click on the appropriate account (i.e., chequing or savings)
- Click the 'Documents' tab to access your online bank statements
- Click on the most recent bank statement and download it as a PDF
- Upload it to your Wealthsimple account!
Void Cheque or Direct Deposit Form
- Sign into your Scotiabank Online Banking
- Click on 'Direct Deposits & Payments' under the 'Account Details' tab
- Click on the 'Void Cheque' or 'Direct Deposit/Payroll Form' option and download it.
- Upload it to your Wealthsimple account!
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