Wealthsimple asks clients to verify bank accounts to make funds transfers to and from Wealthsimple.
There are two ways to verify your Simplii chequing or savings account with Wealthsimple:
- A PDF of a full Bank Statement
- Image or PDF of a Direct Deposit Form
Sign into your Simplii Online Banking
Click on 'Online Statements'
- Click on the most recent month's statement
- Download the statement as a PDF and upload it to your Wealthsimple account!
Direct Deposit Form
- Sign into your Simplii online banking
- Click on the 'More Services' tab
- Scroll down to the 'Moving Money' section and click 'Set Up Direct Deposits'
- Fill out the form and then print to save as a PDF file
- Upload the PDF to your Wealthsimple account!