Find your monthly statements

You can access all your monthly statements – as well as all your other documents – from the documents section of your profile.

Web Mobile app
  1. Log into my.wealthsimple.com and sign in to your Trade & Crypto profile
  2. Click your name on the top right of the screen
  3. Select My documents from the menu
  4. Under the filter for Document Type select Performance statements
  5. You can adjust the date filter to select a specific range
  1. Sign into the Trade app on your mobile device
  2. Tap the More tab at the bottom of the screen
  3. Select the Accounts menu item
  4. Choose your desired account
  5. Scroll down to the bottom of the account page. Under the Documents section, choose Monthly Statements
  6. Review the available Monthly Statements for the selected account

Note: We're gradually rolling out a new design to the Trade app. If you don't see a More tab at the bottom of your screen, please follow the instructions below –

  1. Sign in to the Trade app on your mobile device
  2. Select the Profile icon in the top left-hand corner
  3. Select the Accounts menu item
  4. Choose an account
  5. Scroll down to the bottom of the account page. Under the Documents section, choose Monthly Statements
  6. Review the available Monthly Statements for the selected account

 

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