View account activity and information

Below are instructions on how to view your activity and other account information.

Note: The Cash account is not currently visible on desktop computers, if you wish to view your account activity and information, be sure to access your account through the mobile app and tap on the card icon.

View your activity and order history

Your activity and order history will show you any deposits, withdrawals, trades, or any other activity within your account. To view your activity and order history, follow the instructions below —

Web Wealthsimple app

  1. Head to my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto or Managed Investing & Save profile
  2. Select Activity from the top menu bar
  3. From there you will see a full list of deposits, withdrawals, investments, buy orders, sell orders, and dividends received
  4. On the left-hand side, you can filter by date range, account, or activity type
  1. Sign in to the Wealthsimple app on your mobile device
  2. Tap the Activity tab Screenshot 2023-09-05 at 10.13.08 AM.png at the bottom of the screen
  3. From there you will see a full list of deposits, withdrawals, buy orders, sell orders, and dividends received
  4. Tap the Filter icon in the top right corner to filter by. different transaction and account types

View your account holdings

You can view your managed account holdings and the assets you’ve purchased through trading by following the instructions below —

Web Wealthsimple app

Stocks, ETFs & Crypto

  1. Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
  2. Select your desired account and scroll down to Your portfolio
  3. Here, you will see a list of assets that you own within that particular account

Managed Investing & Save

  1. Log into my.wealthsimple.com and sign in to your Managed Investing & Save profile
  2. Select your desired account
  3. On the right-hand side, under Portfolio, select View holdings
  4. You will then be shown a page with a breakdown of your portfolio holdings

Stocks, ETFs & Crypto

  1. Sign in to the Wealthsimple app on your mobile device
  2. Tap the Home tab Screenshot 2023-09-05 at 10.12.42 AM.png at the bottom of your screen
  3. Tap your desired account
  4. Scroll down to the Portfolio section
  5. Here, you will see a list of assets that you own within that particular account

Managed Investing & Save

  1. Sign into the Wealthsimple app on your mobile device
  2. Tap the Home tab Screenshot 2023-09-05 at 10.12.42 AM.png at the bottom of your screen
  3. Tap your desired managed account
  4. Scroll down to the Account details section
  5. Tap on Holdings
  6. Here, you will see your portfolio holdings

View your account number

You can find your trading account numbers and managed account numbers by following the steps below:

  1. Head to my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto or Managed Investing & Save profile
  2. Select your name in the top right-hand corner
  3. Choose the My documents menu item
  4. On the left-hand side under Filters, select the Account drop-down menu
  5. You will see a list of all your accounts and their associated account numbers
Note: For stocks, ETFs & crypto accounts, the alpha-numeric account number begins with 'H' and ends in either 'CAD' or 'USD'. For managed accounts, the alpha-numeric account number will begin with 'W' and end in 'CAD'.CAD'.

You can also find your account numbers at any time in each of your trade confirmations, monthly statements, and the Investor Policy Statement.

View your account graphs and earnings

You can view graphs and earnings for each of your accounts by following the instructions below —

Web Wealthsimple app

Stocks, ETFs & Crypto

  1. Log into my.wealthsimple.com and sign in to your Stocks, ETFs & Crypto profile
  2. Select your desired account on the left side
  3. This page will offer an overview of the selected account

Managed Investing & Save

  • Log into my.wealthsimple.com and sign in to your Managed Investing & Save profile
  • Select your desired account
  • Here, you can toggle between Plan and History, and view your account graphs and earnings

Stocks, ETFs & Crypto

  1. Log in to your Wealthsimple mobile app
  2. Tap the Home tab Screenshot 2023-09-05 at 10.12.42 AM.png at the bottom of your screen
  3. Select your desired account
  4. This page will offer an overview of the selected account
  5. Press and hold on the chart to see the difference between your net deposits and portfolio value

Managed Investing & Save

  1. Log in to your Wealthsimple mobile app
  2. Tap the Home tab Screenshot 2023-09-05 at 10.12.42 AM.png at the bottom of your screen
  3. Choose your desired managed account
  4. Here, you can toggle between Plan and History, and view your account graphs and earnings

View pending withdrawals

You can view a pending withdrawal by following the instructions below:

Web Wealthsimple app

  1. Head to my.wealthsimple.com and sign into your Managed Investing & Save profile
  2. Select Move Funds at the top of your screen
  3. Click Withdraw Funds
  4. You will see any pending withdrawals here
  1. Log in to your Wealthsimple mobile app
  2. Tap the Activity tab Screenshot 2023-09-05 at 10.13.08 AM.png at the bottom of the screen
  3. You will see any pending withdrawals here
 

 

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