Update your personal information and settings

In this article:

Email, phone number, address, employment information

You can update or change your email, phone number, mailing or residential address, and employment information directly through your profile. To do so, follow the steps below:

Wealthsimple app  Web
  1. Sign in to the Wealthsimple app on your mobile device
  2. Tap the Profile icon in the top right corner
  3. Tap the gear icon in the top right corner
  4. Tap Personal information
  5. Under Contact, you will be able to update your email, phone number and address
  6. Under Employment, you can update employment information
  1. Log in to your Wealthsimple account
  2. Select the Profile icon in the top right corner
  3. Choose Settings from the menu
  4. Select Personal information from the options
  5. Under Contact, you can edit your email, phone number, and address
  6. Under Employment, you can update your employment information

Legal name, date of birth, Social Insurance Number (SIN)

Depending on what type of account you have open under your Wealthsimple profile, you may need to contact our support team to update your personal identifying information:

  • If you have at least one Self-directed investing account open
    You can update your personal identifying information through the Wealthsimple app. You must use the most recent version of the app. Follow these steps to update your information.
  • If you only have a Managed investing account open
    You must contact our support team to update your personal identifying information.

Update your personal identifying information through the app

Before you begin

You should have the following documentation ready to submit your changes:

  • Legal name: You need to upload either a marriage/name change certificate or a valid piece of government ID (e.g. Drivers License, Passport, ID Card) with your updated name.
  • Date of birth: You need to upload a valid piece of government ID (e.g. Drivers License, Passport, ID Card) that includes your date of birth.
  • SIN: You need to upload a digital copy of your SIN document. This could be a clear picture of your SIN card/SIN certification, an original PDF copy of your T4 or another tax document with SIN included. You can download this from your employer's portal or the CRA website.
Depending on the document types required, you may be able to use the same document to verify multiple pieces of information. You can read more about the required documentation here.

To update your name, date of birth, or SIN through your profile, follow the steps below:

  1. Sign in to the Wealthsimple app on your mobile device
  2. Tap the Profile icon in the top right corner
  3. Tap the gear icon in the top right corner
  4. Choose Personal information from the menu
  5. Tap Identify information at the top of the screen
  6. Tap Edit at the bottom of the screen
  7. Edit all field(s) that need updating
  8. Follow the prompts to upload the necessary supporting documents
  9. Our team will then begin reviewing the updates

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 5 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.

Sign your updated agreements

Follow the steps below to sign your new agreements:

  1. Sign in to the Wealthsimple app on your mobile device
  2. Tap the Profile icon in the top right corner
  3. Tap the gear icon in the top right corner
  4. Choose Personal information from the menu
  5. Tap Identify information at the top of the screen
  6. Select the yellow banner at the top of the screen that reads “We reviewed the changes you made on YYYY/MM/DD. To finish updating your profile, sign new agreements”

Citizenship and U.S. person status

In order to update your citizenship or U.S. person status, follow these instructions:

  1. Sign in to the Wealthsimple app on your mobile device
  2. Tap the Profile icon in the top right corner
  3. Tap the gear icon in the top right corner
  4. Select Personal information from the menu
  5. Tap Identity information
  6. Tap Edit at the bottom of your screen
  7. Scroll down and you can update your information here

Preferred name

You can update your preferred name by following the steps below: 

  1. Sign in to the Wealthsimple app on your mobile device
  2. Tap the Profile icon in the top right corner
  3. Scroll down and tap Personal information
  4. Select Preferred name
  5. Input preferred name
  6. Tap Update to save your changes

Gender

To update your gender, follow the instructions below:

  1. Sign in to the Wealthsimple app on your mobile device
  2. Tap the Profile icon in the top right corner
  3. Scroll down and tap Personal information
  4. Select Gender
  5. Here, you can select the gender that best describes you
  6. Tap Update

Language settings

Follow these steps to change your language settings:

Wealthsimple app  Web
Your Wealthsimple mobile app inherits the language setting of your mobile device (English or French only). You can also the preferred language for your Wealthsimple app by following the steps below on iOS:
  1. Open the Settings app
  2. Scroll down and tap Wealthsimple
  3. Tap Language
    Note: You'll only see this option if you have 2 or more preferred languages in your Language & Region settings. 
  4. Select your preferred language for Wealthsimple
  1. Log in to your Wealthsimple account
  2. Select the Profile icon in the top right corner
  3. Choose Settings from the menu
  4. Under General setting, select Change language
  5. Choose a language (English or French) and click Save

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