Overview

You can update your personal information and settings in your profile. Some updates, like email, phone number, and address, can be done directly. Other updates, like legal name or SIN, may require contacting our support team or providing documentation.

Update your personal and contact information

You can update the following personal and contact information:

• Preferred name
• Gender
• Marital status
• Phone number
• Email address
• Mailing and residential address
• Employment information

Follow these steps to update this information:

Update your identity information

You can update the following identity information:

• Legal name
• Date of birth
• Citizenship
• Tax residency
• SIN

Update your personal identifying information through the app

Step 1: Collect your document(s)

Review and prepare the acceptable document(s) when you're ready to submit your changes. Depending on the document type(s) required, you may be able to use the same document to verify multiple pieces of information.

Step 2: Submit your changes in the Wealthsimple app

Follow these steps to update your personal identifying information:

1. Log in to the Wealthsimple app
2. Tap the Profile icon in the top right corner
3. Tap the Settings (gear) icon in the top right corner
4. Choose Personal information from the menu
5. Tap the pen icon beside Name, date of birth, SIN
6. Tap Edit
7. Edit all field(s) that need updating
8. Tap Save changes
9. Follow the prompts to upload the necessary supporting documents
10. Our team will then begin reviewing the updates

Step 3: Update review process

We'll notify you via email and push notification (if enabled) when we've reviewed the update.

If we accept the update, you'll receive a prompt to sign your updated agreements in the Wealthsimple app to complete the change. This process can take up to 2 business days.

If we reject the update for any reason, we’ll let you know why. You can follow the steps above to redo the process with the necessary changes.

Step 4: Sign your updated agreements

Follow the steps below to sign your new agreements:

1. Log in to the Wealthsimple app
2. Tap the Profile icon in the top right corner
3. Tap the Settings (gear) icon in the top right corner
4. Choose Personal information from the menu
5. Select Name, date of birth, SIN/SSN, citizenship
6. Select the green banner at the top of the screen, prompting you to sign new agreements due to your recent changes

Update your language settings

Follow these steps to change your language settings: