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.

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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