View your trading account documents

In this article:

Overview

You can easily view all your Wealthsimple account documents, including monthly statements and trade confirmations, from both the Wealthsimple mobile app and on the web. This article explains how to access these documents

View your account documents

Follow these steps to view your account documents:

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 Settings (gear) icon in the top right corner
  4. Select the Accounts menu item
  5. Choose an account
  6. Scroll down to the bottom of the account page
  7. Under the Documents section, choose Account documents
  8. Review the available Account documents for the selected account
  1. Log in to your Wealthsimple account
  2. Click the Profile icon in the top right corner
  3. Select Documents from the menu
  4. Under Filters, open the Account menu and choose an account
  5. Open the Document type menu and choose the documents you'd like to view
  6. The available documents for the selected account will show on the left side of the screen
Tip: If you're looking for trade confirmation statements, follow these steps.

View your monthly statements

Follow these steps to view your monthly statements:

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 Settings (gear) icon in the top right corner
  4. Select the Accounts menu item
  5. Choose an account
  6. Scroll down to the bottom of the account page
  7. Under the Documents section, choose Monthly statements
  8. Review the available Monthly statements for the selected account
  1. Log in to your Wealthsimple account
  2. Select the Profile icon in the top right corner
  3. Select Settings from the menu
  4. Choose Accounts from the options
  5. Select an account
  6. Select Monthly statements
  7. View the available Monthly statements for the select account

View your trading confirmation documents

You can view trade confirmation documents for your self-directed investing accounts by following the steps below:

Web Wealthsimple app
  1. Log in to your Wealthsimple account
  2. Select Activity from the top menu
  3. Choose the desired transaction
  4. Select Download trade confirmation
  1. Sign in to the Wealthsimple app on your mobile device
  2. Tap the Activity tab at the bottom of your screen
  3. Choose the desired transaction
  4. Click Download trade confirmation

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