Email, phone number, address, employment information
You can update your email, phone number, address, or employment information directly through your Wealthsimple Trade profile. To do so, follow the steps below —
- Sign into the Trade app on your mobile device
- Tap the More tab at the bottom of the screen
- Choose the Profile menu item
- Navigate to My personal info under Profile
- Under Profile, you will be able to update your email, phone number, address, or employment information
Note: If you don't see a More tab at the bottom of your screen, please update the Trade app.
Citizenship or SIN
If you need to update your citizenship or SIN, you will need the help of our support team. Please reach out to us directly and we can take the next steps.
Legal name
If you need to update your name, you will need the help of our support team. Please reach out to us directly and we can take the next steps.
Date of birth
If you accidentally added the wrong date of birth and need to get this corrected, 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.
- Sign into the Trade app on your mobile device
- Tap the More tab at the bottom of the screen
- Choose the Profile menu item
- Select Shareholder materials under Preferences
- Here, you can accept or decline shareholder materials
Note: If you don't see a More tab at the bottom of your screen, please update the Trade app.
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