You can access all your monthly statements – as well as all your other documents – from the documents section of your profile.
- 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
- Sign into the Wealthsimple app on your mobile device
- Tap the Settings 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
Note: To view your statements for your managed accounts, head to my.wealthsimple.com.
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