View account activity and information

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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. Log in to your Wealthsimple profile
  2. Select Activity from the top menu
  3. You will see a full list of your activity, including deposits, withdrawals, buy and sell orders, dividends received, and more
  4. On the right-hand side, you can Filter by different types of transactions, accounts, holdings, timeframes, and statuses
  1. Sign in to the Wealthsimple app on your mobile device
  2. Tap the Activity tab at the bottom of the screen
  3. 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 types of transactions, accounts, holdings, timeframes, and statuses

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

Self-directed investing

  1. Log in to your Wealthsimple profile
  2. Select your desired self-directed account and scroll down to Holdings
  3. Here, you will see a list of securities that you own within that particular account

Managed portfolios

  1. Log in to your Wealthsimple profile
  2. Select a Managed account
  3. Beside the Holdings heading, select View and manage
  4. You will then be shown a page with a breakdown of your portfolio holdings

Self-directed investing

  1. Sign in to the Wealthsimple app on your mobile device
  2. From the Home tab, tap your desired account
  3. Scroll down to the Portfolio section
  4. Here, you will see a list of assets that you own within that particular account

Managed portfolios

  1. Sign into the Wealthsimple app on your mobile device
  2. From the Home tab, tap your desired managed account
  3. Scroll down to Holdings
  4. Tap View and manage
  5. Here, you will see your portfolio holdings

View your account number

You can find your account number by following the steps below:

Wealthsimple app Web
  1. Sign in to the Wealthsimple app on your mobile device
  2. From the Home tab, tap your desired account
  3. Tap the Settings (gear) icon in the top-right corner
  4. The account number is at the top of the screen
  1. Log in to your Wealthsimple profile
  2. Select your Profile in the top right-hand corner
  3. Choose Settings from the menu
  4. Select Accounts from the options
  5. Select an account
  6. The account number is at the top of the page

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

Note:
  • Self-directed investing account numbers begin with 'H' and end in either 'CAD' or 'USD'.
  • Managed portfolio account (including our Registered Savings Account) numbers begin with 'W' and end in 'CAD'.
  • Self-directed portfolio account numbers begin with 'WZ' and end in 'CAD'. 
Note: Some non-registered accounts have a single CAD account number for both CAD and USD assets, even after upgrading to USD accounts. Other accounts have both CAD and USD account numbers. This is expected and does not affect your activity with Wealthsimple.

If your account has only a CAD number, please note that USD and CAD cash is held in the same account.

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

Self-directed investing

  1. Log in to your Wealthsimple profile
  2. Select your desired self-directed account
  3. A new page will open with an overview of the selected account

Managed portfolios

  1. Log in to your Wealthsimple profile
  2. Select your desired Managed account
  3. A new page will open where you can toggle between Plan and History, and view your account graphs and earnings

Self-directed investing

  1. Log in to your Wealthsimple mobile app
  2. From the Home tab, select your desired account
  3. This page will offer an overview of the selected account
  4. Press and hold on the chart to see the difference between your net deposits and portfolio value

Managed portfolios

  1. Log in to your Wealthsimple mobile app
  2. From the Home tab, select your desired managed account
  3. 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. Log in to your Wealthsimple profile
  2. Select Activity from the top menu
  3. On the right under Filters, open the Type menu
  4. Select Withdrawals
  5. Open the Status menu
  6. Select Pending
  7. You will see any pending withdrawals here
  1. Log in to your Wealthsimple mobile app
  2. Tap the Activity tab at the bottom of the screen
  3. Tap the Filter menu in the top-right corner
  4. Tap the Type menu
  5. Select Withdrawals
  6. Tap the arrow in the top-left corner to return to the filter menu
  7. Tap the Status menu
  8. Select Pending, then tap Done
  9. You will see any pending withdrawals here

View your scheduled activities

If you have at least one scheduled transaction set up, you can view and manage your scheduled activities by following the instructions below:

Wealthsimple app Web

  1. Log in to your Wealthsimple mobile app
  2. Tap the Activity tab at the bottom of the screen
  3. Tap the Scheduled activities banner at the top of the screen
  4. You will see all scheduled activities
  5. Tap an activity to view its details, modify (if applicable) or cancel the activity
  1. Log in to your Wealthsimple profile
  2. Click the Activity tab at the top of the screen
  3. Click the Scheduled activities banner at the top of the screen
  4. You will see all scheduled activities
  5. Select an activity to view its details, modify (if applicable) or cancel the activity

The following scheduled activities are available to view:

  • Recurring buy
  • Auto-deposit
  • Scheduled deposit
  • Recurring bill pay
  • Scheduled bill pay
  • Scheduled INTERAC® e-Transfer
  • Scheduled EFT withdrawal
  • Recurring EFT withdrawal
Note: You can't view upcoming transactions with an uncertain date, like limit buys.

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