You can claim the management fees charged on managed non-registered investment accounts, including individual, joint, and corporate accounts.
Follow these steps to view the fees you've paid:
- Log in to your Wealthsimple account
- Select Activity from the top menu
- Under Filters, open the Type menu
- Choose Fees
- Select Apply
- View the fees you have paid
- Sign in to the Wealthsimple mobile app
- Tap Activity (the clock icon) at the bottom of your screen
- Tap the Filters menu in the top right corner
- Open the Accounts menu
- Check the account you wish to see fees paid for
- Open the Type menu
- Check Fees, then tap Done
- Scroll to see all activity including fees paid
You can also find a breakdown of fees charged in your monthly account statements. Learn how to view your monthly statements.
Tip: For more information on how to claim these fees on your taxes, we recommend seeking out the assistance of a licensed tax professional.
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