You can claim the management fees charged on managed non-registered investment accounts - namely Personal, Joint, and Corporate accounts. To find these fees, follow these steps:
- Log in to your Wealthsimple account
- Select Activity from the top menu
- Under Filters, open the Type menu
- Uncheck All, then choose Fees
- The fees you have paid will appear on the left side
- Sign in to the Wealthsimple mobile app
- Tap Activity at the bottom of your screen
- Tap the Filters menu in the top right corner
- Open the Accounts menu and uncheck All
- Check the account you wish to see feed paid for
- Open the Type menu and uncheck All
- Check Fees, then tap Done
- Scroll to see all activity including fees paid
A breakdown of fees charged can also be found on your monthly account statements found on the Documents tab of your Wealthsimple profile. Learn how to view your monthly statements.
For more information on how to claim these fees on your taxes, we recommend seeking out the assistance of a licensed tax professional.
Comments
0 comments
Please sign in to leave a comment.