View your trading account documents

View your account documents

Wealthsimple app Web
  1. Sign into the Wealthsimple app on your mobile device
  2. Tap the Profile icon at the top-right of the screen
  3. Select the Accounts menu item
  4. Choose an account
  5. Scroll down to the bottom of the account page. Under the Documents section, choose Account documents
  6. Review the available Account documents for the selected account
  1. Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
  2. Click your name on the top right of the screen
  3. Select My documents from the menu
  4. Under filters, choose an account
  5. Under document type, select Account documents
  6. Review the available Account documents for the selected account
Tip: If you're looking for trade confirmation statements, follow the steps outlined here.

Access your monthly statements

Wealthsimple app Web
  1. Sign into the Wealthsimple app on your mobile device
  2. Tap the Profile icon at the top-right of the screen
  3. Select the Accounts menu item
  4. Choose an account
  5. Scroll down to the bottom of the account page. Under the Documents section, choose Monthly statements
  6. Review the available Monthly statements for the selected account
  1. Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
  2. Click your name on the top right of the screen
  3. Select My documents from the menu
  4. Under filters, choose an account
  5. Under document type, select Performance statements
  6. Review the available Monthly statements for the selected account

View your trading confirmation documents

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

Web Wealthsimple app

  1. Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
  2. Select the Activity tab at the top of your screen
  3. Choose the desired transaction
  4. Select View trade confirmation
  1. Sign into the Wealthsimple app on your mobile device
  2. Tap the Profile icon at the top-right of the screen
  3. Select the Activity menu item
  4. Choose the desired transaction
  5. Click View trade confirmation

Access your tax documents

Wealthsimple app Web
  1. Sign into the Wealthsimple app on your mobile device
  2. Tap the Profile icon at the top-right of the screen
  3. Select the Accounts menu item
  4. Choose an account
  5. Scroll down to the bottom of the account page. Under the Documents section, choose Tax documents
  6. Review the available Tax documents for the selected account
  1. Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
  2. Click your name on the top right of the screen
  3. Select My documents from the menu
  4. Choose an account
  5. Scroll down to the bottom of the account page. Under the Documents section, choose Tax documents
  6. Review the available Tax documents for the selected account

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