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 and all of your other documents are available from the Documents section of your web profile. Statements are available in PDF and CSV files.
You can also bulk download your monthly statements in CSV format in a ZIP file.
We can also help you get your statement sooner or provide a custom statement in specific circumstances.
How to find your monthly statements
Self-directed investing, crypto, and chequing accounts
- Log in to your Wealthsimple profile
- Select your Profile icon in the top right corner
- Select Documents from the menu
- Under Filters, open the Account menu
- Select your desired self-directed, crypto, or Chequing 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
Managed investing accounts
- Log in to your Wealthsimple profile
- 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
- Sign in to 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)
How to bulk download your monthly statements
Follow these steps to bulk download your monthly statements on web:
- Log in to your Wealthsimple profile
- Select the Profile icon in the top right corner
- Select Documents from the menu
- Click Request documents in the top right corner
- Select Bulk download monthly statements as the document type
- Select your desired Start date and End date
- Select Next
- Check each account to include in the bulk download
- Select Download CSV
- View the ZIP file in your downloaded files
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 or 90-day statements
- The corporate fiscal year-end falls outside the traditional calendar year
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