Find your monthly statements

In this article:

Overview

Monthly statements are generated and made available to you on or before the 8th business day of the following month. This means that this month's statement will be available by the 8th business day of next month.

Your monthly statements are available in the Statements folder of the Documents section of your web profile, where you can also find all of your other documents. Statements are available in PDF and CSV formats. If you have an investment account, learn what the transaction codes on your monthly statements mean.

You can also bulk download your monthly statements in CSV or PDF format in a ZIP file.

If you can't wait for your monthly statement, we can provide a custom statement in specific circumstances.

Note: Wealthsimple is entirely paperless and doesn't provide physical copies of monthly statements.

How to find your monthly statements

Wealthsimple app Web
Note: Monthly statements for managed accounts are only available on web.
  1. Log in to the Wealthsimple app
  2. Tap the Profile (person) icon in the top right corner
  3. Tap the Settings (gear) icon in the top right corner
  4. Select the Accounts menu item
  5. Choose your desired account
  6. Under the Documents section, choose Monthly statements
  7. Review the available Monthly statements for the selected account(s)
  1. Log in to your Wealthsimple profile
  2. Select the Profile menu in the bottom left corner
  3. Select Documents from the menu
  4. Select the Statements folder from the menu on the left
  5. Open the Accounts dropdown in the header and select your desired account(s)
  6. Your available monthly statements will populate, showing the name, date, and account for each
  7. Select the PDF or CSV button on a statement's row to download it directly

Chequing account statements are only available from September 2023 onward.

To find statements for a closed or archived account, open the Accounts dropdown and select the Closed/Archived section.

How to bulk download your monthly statements

Follow these steps to bulk download your monthly statements on web:

  1. Log in to your Wealthsimple profile
  2. Select the Profile menu in the bottom left corner
  3. Select Documents from the menu
  4. Select Generate document on the left
  5. Select Bulk download monthly statements as the document type
  6. Select your desired document format (CSV or PDF)
  7. Select your desired Start date and End date
  8. Select Next
  9. Check each account to include in the bulk download
  10. Select Download CSV or Download PDFs
  11. View the ZIP file containing your statements in your downloads folder

Request a custom statement

Please contact our support team if you need a custom statement. Common reasons include:

  • Mortgage purposes
  • Permanent resident applications
  • Other time constraints that require 30-day or 90-day statements
  • The corporate fiscal year-end falls outside the traditional calendar year
Tip: Some custom statements, like the Custom activity statement, are available to generate yourself on web. Learn how to request a custom statement.

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