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 —

1. Log in to the Trade mobile app
2. Select the Profile icon from the top left-hand corner
3. Choose the Settings menu item
4. Navigate to My personal info under Profile
5. Under Profile, you will be able to update your email, phone number, address, or employment information

Note: Updating this information on Trade is currently only supported through the mobile app. If you need to update this information on your Invest & Save profile as well, you can find out how to do so here.

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.

Note: To verify your new SIN, our team will ask you for a digital copy of your SIN document. Please ensure you have this available upon request.

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.

Note: To verify your legal name, our team will ask you for either a marriage/name change certificate or a valid piece of government ID with your updated name. Please ensure you have this available upon request.

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.

Note: To verify your date of birth, our team will ask you for a valid piece of government ID. Please ensure you have this available upon request.

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 —

1. Log in to the Trade mobile app
2. Select the Profile icon from the top left-hand corner
3. Choose the Settings menu item
4. Select Shareholder materials under Preferences
5. Here, you can accept or decline shareholder materials

Note: Updating your shareholder communication material preferences is currently only supported through the Trade mobile app.