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 bottom 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 bottom 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

Access your tax documents

Wealthsimple app Web
  1. Sign into the Wealthsimple app on your mobile device
  2. Tap the Profile icon at the bottom 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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