View your account documents
- Sign into the Wealthsimple app on your mobile device
- Tap the Profile icon at the top-right of the screen
- Select the Accounts menu item
- Choose an account
- Scroll down to the bottom of the account page. Under the Documents section, choose Account documents
- Review the available Account documents for the selected account
- Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
- Click your name on the top right of the screen
- Select My documents from the menu
- Under filters, choose an account
- Under document type, select Account documents
- 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
- Sign into the Wealthsimple app on your mobile device
- Tap the Profile icon at the top-right of the screen
- Select the Accounts menu item
- Choose an account
- Scroll down to the bottom of the account page. Under the Documents section, choose Monthly statements
- Review the available Monthly statements for the selected account
- Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
- Click your name on the top right of the screen
- Select My documents from the menu
- Under filters, choose an account
- Under document type, select Performance statements
- 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:
- Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
- Select the Activity tab at the top of your screen
- Choose the desired transaction
- Select View trade confirmation
- Sign into the Wealthsimple app on your mobile device
- Tap the Profile icon at the top-right of the screen
- Select the Activity menu item
- Choose the desired transaction
- Click View trade confirmation
Access your tax documents
- Sign into the Wealthsimple app on your mobile device
- Tap the Profile icon at the top-right of the screen
- Select the Accounts menu item
- Choose an account
- Scroll down to the bottom of the account page. Under the Documents section, choose Tax documents
- Review the available Tax documents for the selected account
- Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
- Click your name on the top right of the screen
- Select My documents from the menu
- Choose an account
- Scroll down to the bottom of the account page. Under the Documents section, choose Tax documents
- Review the available Tax documents for the selected account
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