Once your tax documents become available, you can view them by following these steps --
Stocks, ETFs & Crypto
- Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
- Select your name in the top right-hand corner
- Choose My documents from the drop-down menu
- Under Document type, uncheck everything other than Tax documents
- You will then see all of your available tax documents
Managed Investment & Save
- Log into my.wealthsimple.com and sign in to your Managed Investment & Save profile
- Select your name in the top right-hand corner
- Choose My documents from the drop-down menu
- Under Document type, uncheck everything other than Tax documents
- You will then see all of your available tax documents
Stocks, ETFs & Crypto
- Sign in to the Wealthsimple app on your mobile device
- Tap the Profile icon tab at the bottom of the screen
- Select the Accounts menu item
- Choose an account
- Scroll down to the bottom of the account page. Under the Documents section, choose Tax documents
- Review the available tax documents for the selected account
Tip: If you believe an amount is incorrectly displayed on your tax slip please contact our support team. Please specify exactly what you believe is inaccurate so we can serve you efficiently.
If the personal details listed on your tax slip are incorrect or outdated (for example you moved to a new address or changed your last name) this is okay - as long as your SIN matches the CRA will still consider the other details on the tax slip to be accurate.
If the personal details listed on your tax slip are incorrect or outdated (for example you moved to a new address or changed your last name) this is okay - as long as your SIN matches the CRA will still consider the other details on the tax slip to be accurate.
To learn more about what kinds of documents you will receive for each account, read this article.
Accessing tax slips after you've closed your profile
If you have previously signed account agreements within your profile before it was closed, you will still be able to log in and access any relevant tax documents by following the instructions highlighted above.
If you are having any difficulties with this, please reach out to us directly and we'll be happy to assist you.
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