View activity and account information for your managed account

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

View your activity

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

Web Invest app
  1. Head to my.wealthsimple.com and sign into your Managed Investing & Save profile
  2. Select Activity at the top of the screen
  3. From there you will see a full list of deposits, withdrawals, investments, and dividends received
  4. On the lefthand side, you can filter by date range, account, or activity type
  1. Log in to your Invest mobile app
  2. Select the bell icon in the top left-hand corner
  3. From there you will see a full list of deposits, withdrawals, investments, and dividends received
  4. Select the filter icon at the top lefthand corner to filter by account type or activity

View a pending withdrawal

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

Web Invest 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 Invest mobile app
  2. Tap the bell icon in the top left-hand corner of your screen
  3. You will see any pending withdrawals here

View your account holdings

You can view your account holdings by following the instructions below —

Web Invest app
  1. Head to my.wealthsimple.com and sign into your Managed Investing & Save profile
  2. Select your desired account
  3. On the righthand side, under Portfolio, select View holdings
  4. You will then be shown a page with a breakdown of your portfolio holdings
  1. Log in to your Invest mobile app
  2. Select Invest from the bottom of your screen
  3. Choose your desired account
  4. Scroll down and select the Portfolio box
  5. At the bottom of this page, you will see your Portfolio holdings

View your account graphs and earnings

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

Web Invest app
  1. Head to my.wealthsimple.com and sign into your Managed Investing & Save profile
  2. Select your desired account
  3. Here, you can toggle between Plan and History, and view your account graphs and earnings
  1. Log in to your Invest mobile app
  2. Select Invest from the bottom of your screen
  3. Choose your desired account
  4. Here, you can toggle between Plan and History, and view your account graphs and earnings

View your account number

You can view your Invest account number on desktop by following the steps —

  1. Head to my.wealthsimple.com and sign into your Managed Investing & Save account
  2. Select your name in the top right-hand corner
  3. Choose the My documents menu item
  4. On the lefthand 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: Your alpha-numeric account number will begin with 'W' and end in 'CAD'.

You can also find your account numbers at any time in the My Documents section of our website. They are listed in each of your trade confirmations, monthly statements, and the Investor Policy Statement.

 

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Your activity and account information

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