Update your personal information and settings

Email, phone number, address, employment information

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

Wealthsimple app  Invest app Cash app  Web
  1. Sign in to the Wealthsimple app on your mobile device
  2. Tap the More/Settings tab at the bottom of the screen
  3. Choose the Profile menu item and then My personal info. Under Contact and Employment, you will be able to update your email, phone number, address, or employment information

In order to update this information for your managed accounts, please do one of the following: 

  • Click on the Wealthsimple app tab and follow the instructions provided
  • Click on the Web tab and follow the instructions provided

In order to update this information for your cash account, please follow the steps below:

  1. Log in to my.wealthsimple.com and navigate to your Managed Investment & Save profile
  2. Select your Name in the top right-hand corner
  3. Tap Settings from the drop-down menu
  4. Under Profile, you will be able to edit your email, phone number, address, and employment information

Alternatively, you can reach out to our customer support team and we can help to make these changes manually.

In order to update this information for your managed investing profile, follow the steps below:

  1. Log in to my.wealthsimple.com and navigate to your Managed Investment & Save profile
  2. Select your Name in the top right-hand corner
  3. Tap Settings from the drop-down menu
  4. Under Profile, you will be able to edit your email, phone number, address, and employment information

In order to update this information on your trading profile, follow the steps below:

  1.  Log in to my.wealthsimple.com and navigate to your Stocks, ETFs & Crypto profile
  2. Select your Name in the top right-hand corner
  3. Tap Settings from the drop-down menu
  4. Under Personal information, you can edit your email address

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

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

 Wealthsimple app  Invest app  Cash app 
  1. Sign in to the Wealthsimple app on your mobile device
  2. Tap the More/Settings tab at the bottom of the screen
  3. Select Profile and then My personal info
  4. Tap Identity information under Personal details
  5. Tap Edit at the bottom of the screen
  6. Edit all field(s) that need updating
  7. Follow the prompts to upload the necessary supporting documents.
  8. Our team will then begin reviewing the updates.

In order to update this information for your managed accounts, please do one of the following: 
  • Click on the Wealthsimple app tab and follow the instructions provided
  • If you don’t have the Wealthsimple app, you’ll need the help of our support team. Please reach out to us directly and we can take the next steps.

In order to update this information for your cash account, please do one of the following: 
  • Click on the Wealthsimple app tab and follow the instructions provided
  • If you don’t have the Wealthsimple app, you’ll need the help of our support team. Please reach out to us directly and we can take the next steps.

While we are reviewing updates, you will see a yellow banner on the Identity information page letting you know that the edits are currently under review.

Note: Once we've reviewed the update, we will notify you via email and push notification (if enabled). If we accept the update, you'll receive a prompt to sign your updated agreements to complete the change. This process can take up to 5 business days. We very much appreciate your patience.

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

If you do not see the prompt, follow the steps below to sign your new agreements:

  1. Sign in to the Wealthsimple app on your mobile device
  2. Tap the More/Settings tab at the bottom of the screen
  3. Select Profile and then My personal info Tap Identity information under Personal details
  4. 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”

Types of documentation required to make these updates:

  • To update your legal name, you’ll 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.
  • To update your date of birth, you’ll need to upload a valid piece of government ID (e.g. Drivers License, Passport, ID Card) that includes your date of birth.
  • To update your SIN, you’ll 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.

You can read more about the required documentation here.

Note: Depending on the document types required, you may be able to use the same document to verify multiple pieces of information.

Preferred name 

 Wealthsimple app  Invest app  Cash app  Web

In order to update this information for your self-directed Trade account, please do the following:
Click on the Web tab and follow the instructions provided.

In order to update this information for your managed Invest account, please do the following:

Click on the Web tab and follow the instructions provided.

 

  1. Log into the Wealthsimple Cash app on your mobile device
  2. Select the Wallet balance in the top left-hand corner
  3. Tap the Gear icon in the top left-hand corner
  4. Choose the Profile menu item
  5. Select Preferred name
  6. Type in your preferred name and tap Update
  1. Log in to my.wealthsimple.com and navigate to your Managed Investment & Save profile
  2. Select your Name in the top right-hand corner
  3. Tap Settings from the drop-down menu
  4. Under Profile, you will be able to edit your preferred name
  5. Click Update to save the changes

Citizenship 

If you need to update your citizenship, you will need the help of our support team. Please reach out to us directly and we can take the next steps.

Shareholder communication materials

By default, shareholder communication materials are turned off for all clients when you first open an account. You can opt-in to receive these communications, or update your preferences, by following the steps below. Please note updating your shareholder communication material preferences is currently only supported through the Trade mobile app.

  1. Sign in to the Wealthsimple app on your mobile device
  2. Tap the More/Settings tab at the bottom of the screen
  3. Choose the Profile menu item
  4. Select Shareholder materials under Preferences
  5. Here, you can accept or decline shareholder materials

 

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