View your trading activity and account information

Below are instructions on how to view your activity and other account information.

View assets you’ve purchased

You can view the assets you’ve purchased through Trade by following the instructions below —

Web Wealthsimple app
  1. Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
  2. Select your desired account on the left side under Trade
  3. Scroll down to Your portfolio
  4. Here, you will see a list of assets that you own within that particular account
  1. Sign into the Wealthsimple app on your mobile device
  2. Tap the Arrow icon at the bottom of the screen
  3. Select your desired account
  4. Scroll down to the Portfolio section
  5. Here, you will see a list of assets that you own within that particular account

When viewing your assets in the Wealthsimple mobile app, you can toggle between Today’s price and Total value by selecting the corresponding badge above the price column. Today’s price will display the price per share, whereas Total value will display the total value of your holdings within your portfolio.

Note: Assets that trade in USD will have their value displayed in USD.

View your activity and order history

Your activity and order history will show you any deposits, withdrawals, trades, or any other activity that has happened within your account. To view your activity and order history, follow the instructions below —

Web Wealthsimple app
  1. Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
  2. Select Activity from the top menu bar
  3. From there you will see a full list of deposits, withdrawals, buy orders, sell orders, and dividends received
  4. Select from the Filter menu on the left side to only view a particular type of transaction
  1. Sign into the Wealthsimple app on your mobile device
  2. Tap the Profile icon at the bottom of the screen
  3. Choose Activity
  4. From there you will see a full list of deposits, withdrawals, buy orders, sell orders, and dividends received
  5. Tap Filter in the top left corner, to filter this page to only view a particular type of transaction

View your account graphs and earnings

You can view graphs and earnings for each of your accounts by following the instructions below —

Web Wealthsimple app
  1. Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
  2. Select your desired account on the left side under Trade
  3. This page will offer an overview of the selected account
  1. Sign into the Wealthsimple app on your mobile device
  2. Tap the Arrow icon at the bottom of the screen
  3. Select your desired account
  4. This page will offer an overview of the selected account
  5. Press and hold on the chart to see the difference between your net deposits and portfolio value

View your account number

You can find your trading account number by following the steps below:

Web Wealthsimple app
  1. Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
  2. Select your name in the top right-hand corner
  3. Choose My documents from the drop-down menu
  4. On the left-hand side, under Filters, select Account
  5. This will now show a drop-down menu of all your accounts and their associated account numbers
  1. Sign into the Wealthsimple app on your mobile device
  2. Tap the Profile icon at the bottom of the screen
  3. Select the Accounts menu item
  4. Select your desired account
  5. Under About this account at the top of this page, you will see your Account number
Note: Your alpha-numeric account number begins with 'H' and ends in either 'CAD' or 'USD'.

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