Monthly statements are generated and made available to you on the 8th business day of the following month at the latest. This means that this month's statement will be available by the 8th business day of next month. You can access all your monthly statements – as well as all your other documents – from the documents section of your web profile.
Note: Wealthsimple is entirely paperless and does not provide physical copies of monthly statements.
Managed Investing, Save & Cash
- Log into my.wealthsimple.com and sign in to your Managed Investing & Save profile
- Click your name on the top right of the screen
- Select My documents from the menu
- Under the filter for Document Type select Performance statements
- You can adjust the date filter to select a specific range
Note: Cash statements are only available from September, 2023 onwards. CSV download is not currently available for Cash statements.
Stocks, ETFs. & Crypto
- Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
- Click your name on the top right of the screen
- Select My documents from the menu
- Under the filter for Document Type select Performance statements
- You can adjust the date filter to select a specific range
Stocks, ETFs & Crypto
- Sign into the Wealthsimple app on your mobile device
- Tap the Profile icon tab at the top-right of the screen
- Select the Accounts menu item
- Choose your desired account
- Scroll down to the bottom of the account page. Under the Documents section, choose Monthly Statements
- Review the available Monthly Statements for the selected account
Note: Managed and Cash statements are only available on web at this time.
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