How do I set up TFSA and RRSP contribution tracking?

Web Mobile app
  1. Log into my.wealthsimple.com and sign in to your Invest & Save profile
  2. Scroll down to your accounts
  3. Select your TFSA or RRSP account
  4. On the right side under TFSA/RRSP contribution room select Manage
  5. Click Set up and follow the prompts
  1. Sign in to the Invest mobile app
  2. Tap Invest on the bottom menu bar
  3. Select your TFSA or RRSP account
  4. Scroll down and tap Start tracking your contribution room
  5. Follow the prompts

Keep in mind that if you hold outside TFSAs or RRSPs, we won't be able to keep track of any outside contributions or withdrawals you make. You can always recalculate your contribution tracking manually as you make contributions or withdrawals to your outside accounts. 

Please note the Invest contribution trackers do not take into account or track contributions made to TFSA or RRSP accounts on Trade. 

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