Monthly statements are generated on the 6th business day of the following month (ie. this month's statement will be available on the 6th of next month). You can access all your monthly statements – as well as all your other documents – from the documents section of your profile.
Managed Investing & Save
- 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
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 Settings (Profile icon) tab at the bottom 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
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