Overview

Willow is Wealthsimple’s AI assistant, designed to help you complete key steps in your financial journey, from opening an account to transferring funds. Willow helps make it faster and easier to reach your goals while ensuring you always have support when you need it.

What Willow can assist with

Willow can help you with tasks such as:

• Guiding you through transferring funds
• Following up on pending account openings
• Detailing promotion eligibility or next steps
• Answering common client questions

Limitations of Willow

While Willow assists with various tasks, there are some things it can't do:

• Willow will never ask for your account information, passwords, or other sensitive personal details.
• Willow can't provide detailed financial advice or handle complex account issues. For help with these, please get in touch with our support team.
• Willow can't complete transactions for you. Any transfers or account changes must be done through our support team.

How to know it’s really Willow

You'll always know it’s Willow when:

• The call or message clearly says it’s from Wealthsimple
• She introduces herself as “Wealthsimple’s AI assistant”
• She never asks for passwords, verification codes, or sensitive details

How Willow gets in touch

You may receive a phone call from Willow. Below is a list of official phone numbers Willow uses. You can also verify these numbers using the chat icon on our website or through the app.

• +1 (647) 375-3418
• +1 (825) 256-5195
• +1 (778) 949-5758
• +1 (778) 949-2556
• +1 (647) 360-6461
• +1 (249) 502-8499
• +1 (587) 812-0975
• +1 (647) 360-5387
• +1 (778) 949-6232
• +1 (825) 606-5717
• +1 (587) 906-3952

Managing Willow’s interactions

If you wish to manage your interactions with Willow, you have two options:

• Opt-out: Adjust your preferences to limit or stop interactions with Willow.
• Provide Feedback: Share your experiences to help us improve Willow’s assistance.

To do either of these, please reach out to our support team.

Data privacy and security

We're committed to protecting your privacy. We handle all interactions with Willow in accordance with our Privacy Policy.