Overview

You can view your tax documents for your Wealthsimple accounts when they become available. Different documents may be available on different dates. Check out the important dates and deadlines to learn when your tax document will be available.

How to access your tax documents

Follow these steps to view your tax documents:

Why can't I find my tax document?

There are a few reasons why you may not have a tax document associated with one of your accounts. Reasons include:

The tax document isn’t available yet

Please review the important dates and deadlines to learn when your tax document will be available.

The account didn't have any taxable or reportable activity in the tax year

You won’t receive a tax document for an account that had no taxable or reportable activities in the tax year. Learn more about what accounts you can expect tax documents from. 

You have many accounts of the same type

You'll receive a tax document for each individual account you have with Wealthsimple, if applicable. Check for many tax documents if you have more than one account of the same type open.

Accessing tax documents after you've closed your profile

If you have previously signed account agreements within your profile before closing it, you can still log in and access any relevant tax documents by following the above instructions.

If you're having any difficulties with this, please reach out to us directly, and we'll be happy to assist you.