View your account documents
- Sign in to the Wealthsimple app on your mobile device
- Tap the Profile icon in the top right corner
- Tap the Settings (gear) icon in the top right corner
- 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 in to your Wealthsimple account
- Click the Profile icon in the top right corner
- Select Documents from the menu
- Under Filters, open the Account menu and choose an account
- Open the Document type menu and choose the documents you'd like to view
- 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 the steps outlined here.
Access your monthly statements
- Sign into the Wealthsimple app on your mobile device
- Tap the Profile icon in the top right corner
- Tap the Settings (gear) icon
- in the top right corner
- 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 in to your Wealthsimple account
- Select the Profile icon in the top right corner
- Select Settings from the menu
- Choose Accounts from the options
- Select an account
- Select Monthly statements
- 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:
- Log in to your Wealthsimple account
- Select Activity from the top menu
- Choose the desired transaction
- Select Download trade confirmation
- Sign into the Wealthsimple app on your mobile device
- Tap the Activity tab at the bottom of your screen
- Choose the desired transaction
- Click Download trade confirmation
Access your tax documents
- Sign into the Wealthsimple app on your mobile device
- Tap the Profile icon in the top right corner
- Tap the Settings (gear) icon
- 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 in to your Wealthsimple account
- Click the Profile icon in the top right corner
- Choose Settings from the drop-down menu
- Select Accounts from the options
- Select an account
- Select Tax documents from the menu
- Review the available tax documents
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