You can initiate a one-time transfer of funds from your bank account to your Wealthsimple account in just a few minutes by following these steps:
From a desktop
- Login to your Wealthsimple account
- Click the 'Move funds' button.
- Select the bank account you would like to transfer funds out of
- Select the Wealthsimple account you would like to transfer funds into
- Enter the amount you'd like to transfer
- Schedule the frequency of the transfer (if this a one-time contribution select "Just this once")
- Choose a date for the transaction
- Click 'Submit deposit'
From the app
- From your Wealthsimple account click the 'Move funds' button
- Select the "Add or move funds" option from the list
- Select if you would like this to be a one-time or automated deposit.
- Enter the amount you'd like to deposit to your Wealthsimple account and schedule the frequency of the transfer (if this an automated deposit).
- Select the Wealthsimple account you would like to transfer funds into
- Select the bank account you would to transfer funds out of
- Select the date for the transfer to start
- Finally, click the 'Submit' button
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