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. Statements are available in PDF and CSV files.
Note: Wealthsimple is entirely paperless and does not provide physical copies of monthly statements.
Self-directed investing, Crypto, and Cash accounts
- Log in to your Wealthsimple account
- Select your Profile icon in the top right corner
- Select Documents from the menu
- Choose Accounts from the options
- Under Filters, open the Account menu
- Select your desired self-directed, Crypto, or Cash account(s)
- Open the Document type menu
- Select Performance statements
- Your available monthly statements will populate
- Select Open to view the PDF or select Download CSV to download the CSV file
Note: Cash statements are only available from September, 2023 onwards.
Managed investing accounts
- Log in to your Wealthsimple account
- Select your Profile icon in the top right corner
- Select Documents from the menu
- Under Filters, open the Account menu
- Select your desired managed account(s)
- Open the Document type menu
- Select Performance statements
- Your available monthly statements will populate
- Select Open on a statement to view a PDF report for your managed accounts. Or, select the down arrow to individually select which account you'd like to download a monthly statement for
Note: Monthly statements for managed accounts are only available on the web version of Wealthsimple.
- Sign into the Wealthsimple app on your mobile device
- Tap the Profile icon tab at the top-right of the screen
- Tap the Settings (gear) icon in the top right corner
- Select the Accounts menu item
- Choose your desired account
- Under the Documents section, choose Monthly statements
- Review the available Monthly statements for the selected account(s)
Comments
0 comments
Please sign in to leave a comment.