View your account activity and running balance

In this article:

Overview

You can view all deposits, withdrawals, trade orders, corporate actions, and any other activity within your Wealthsimple accounts. You can also view all scheduled activities, including recurring buys, auto-deposits, scheduled bill payments, and more.

Note: Running balance is rolling out to all clients in phases. If you don't have access yet, you'll get access soon.

How to view your activity

Follow the steps to view your activity:

Wealthsimple app Web
  1. Log in to the Wealthsimple app
  2. Tap the Activity tab at the bottom of the screen
  3. You'll see a full list of activities

  4. Tap the Filter icon in the top right corner to filter by accounts, type of activity, status, holdings, and timeframe

    Note: You can also use filters to select a custom date range to narrow your results.
  5. Tap an activity to view its details
  1. Log in to your Wealthsimple profile
  2. Select the Activity tab (clock icon) from the left-side menu
  3. You'll see a full list of activities
  4. On the right-hand side, you can Filter by accounts, type of activity, holdings, status, and timeframe
  5. Select an activity to view its details
Tip: Transfers between Wealthsimple accounts before January 1, 2025, are on separate activity lines. You’ll see an activity for a transfer out and a separate activity for a transfer in.

Understand your running balance

The running balance shows you what your chequing account balance was immediately after each transaction. This creates a clear, chronological record of how your balance has changed over time, helping you understand how individual transactions affect your funds without needing to do mental math.

How the running balance works

For chequing accounts, each completed transaction in your activity feed displays your account balance at that point in time. You can find this balance directly below or alongside the transaction details.

Important notes about your running balance

  • Chequing accounts only: Running balances are only available for chequing accounts
  • Mobile only: You can use this feature in the Wealthsimple app. It’s not available on the web yet.
  • Pending transactions: We mark running balances for pending transactions and any transactions that follow them with an asterisk (*). This means the balance might change after the transaction settles.
  • Manual Transaction: You’ll see transactions handled manually by our operations team as new Manual Transaction line items in your feed.
  • Reversals: We backdate reversals to the original transaction date. This recalculates your balance history, and your balances might look different.
  • Older transactions: Transactions before January 2026 might not show a balance. This doesn’t affect the accuracy of your current balance.

How to 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 appWeb
  1. Log in to the Wealthsimple 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. Select the Activity tab (clock icon) from the left-side menu
  3. Select 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.

How to find pending transactions

You can now see a dedicated pending section at the top of your Activity feed. You can also find pending transactions by viewing an individual account’s Activity.

  1. Log in to the Wealthsimple app
  2. Tap Activity at the bottom of the screen
  3. Look for the Pending section at the top of your Activity feed
  4. Tap a pending transaction to view its specific details
Note: You'll find the pending transactions section only in the app.

How to add transaction notes

Adding a note to your transactions can help you remember the purpose of a deposit, withdrawal, or internal transfer, especially when you have multiple recurring activities. You can add, edit, or remove notes from eligible transactions right in the app or on the web.

Eligibility

Currently, you can add notes to one-off and recurring deposits, withdrawals, and internal transfers.

Note: You can't view upcoming transactions with an uncertain date, like limit buys.

How to add a transaction note

Follow these steps to add a note to an eligible transaction:

Wealthsimple appWeb
  1. Log in to the Wealthsimple app
  2. Tap the Activity (clock) icon at the bottom of your screen
  3. Tap on the specific transaction you want to annotate
  4. Tap Add note
  5. Type your note in the text field
  6. Tap Save
  1. Log in to your Wealthsimple profile
  2. Select the Activity tab (clock icon) from the left-side menu
  3. Select the specific transaction you want to annotate
  4. Select Add note
  5. Type your note in the text field
  6. Select Save

How to edit or remove a note

You can change or delete a note you've added at any time:

Wealthsimple appWeb
  1. Log in to the Wealthsimple app
  2. Tap the Activity (clock) icon at the bottom of your screen
  3. Tap on the specific transaction you want to annotate
  4. Tap the Pencil icon
  5. To edit, make your changes and tap Save
  6. To remove, delete all the text from the note and tap Save
  1. Log in to your Wealthsimple profile
  2. Select the Activity tab (clock icon) from the left-side menu
  3. Select the specific transaction you want to annotate
  4. Select the Pencil icon
  5. To edit, make your changes and select Save
  6. To remove, delete all the text from the note and select Save

Frequently asked questions

What does the asterisk (*) next to my running balance mean?

The asterisk means there's a pending transaction that hasn't fully settled yet. Because a pending transaction can affect all the balances that follow it, those balances are also marked with an asterisk until the transaction finalizes.

Why did my running balance history change?

When a transaction is reversed, it's backdated to its original date and all running balances from that point are recalculated. This is expected behaviour — it ensures your balance history is accurate, as though the original transaction never occurred.

Why is there a "Manual Transaction" in my feed that I don't recognize?

Manual Transaction entries reflect adjustments applied directly to your account by our operations team (for example, a manually completed transfer, a correction, or a reconciliation). They appear in your feed to keep your running balance accurate.

If you'd like more detail, you can cross-reference the entry with your monthly statement or download your activity as a CSV from the Activity tab. If you still have questions after checking, contact our support team.

My running balance doesn't match my current balance. What should I do?

Your most recent running balance should match your current account balance. If you're seeing a persistent difference, please contact our support team so we can look into it.

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