Wealthsimple asks clients to verify bank accounts to make funds transfers to and from Wealthsimple.
There are two ways to verify your Tangerine chequing or savings account with Wealthsimple:
- A PDF of a full Bank Statement
- Image of a Void Cheque
Sign into your Tangerine Online Banking
Click on 'Statements'
- Click on the most recent month's statement (subject line should be 'Your X month chequing statement is ready')
- Download the statement as a PDF and upload it to your Wealthsimple account!
- Sign into your Tangerine Online Banking
- Click on the 'Void Cheque' button
- A sample void cheque should pop up, download and upload it!