What is the Wealthsimple Trade to Invest Bonus?
Wealthsimple will deposit a cash bonus of $50 (the “Bonus“) in your account when you open and fund your new Wealthsimple Invest account with at least $1. Only current Wealthsimple Trade clients that have not previously funded a Wealthsimple Invest account are eligible. Limit of 1 Bonus per qualified user. Must be a resident of Canada.
How do I claim the Bonus?
To claim your Bonus, open and fund your new Wealthsimple Invest account. The Bonus will be delivered within 7-10 days of the end of the Offer Period.
The Bonus will be paid into your accounts in the following order of priority:
- Wealthsimple Save accounts
- Non-registered or personal Wealthsimple Invest accounts
- Wealthsimple Invest TFSA accounts
- Wealthsimple Invest RRSP accounts
- Wealthsimple Invest RRIF accounts
There may be tax implications to the Bonus. For registered accounts, no tax receipt will be issued for the Bonus. If you require tax advice, please contact your personal tax advisor.
How long does this offer last?
The Offer Period begins on July 19, 2021 and will end on August 2, 2021. Account opening and funding must occur in the Offer Period.
General Terms and Conditions
This offer does not apply to Wealthsimple Trade, Crypto, Save or Cash Accounts or clients on the Wealthsimple for Work platform. This offer cannot be used in conjunction with any other promotional offer. Customers who receive the Bonus must keep the funds in their account(s) for 90 days from the end of the Offer Period or the Bonus may be deducted from their withdrawal amount or otherwise recovered by Wealthsimple.
Wealthsimple employees and their immediate family members living in the same household are not eligible.
Wealthsimple reserves the right to amend, withdraw or restrict this offer at any time without notice. Wealthsimple is the sole arbiter of these rules and any other issue arising under this offer. If Wealthsimple suspects fraudulent or abusive behaviour, gaming of the system or a violation of these terms, Wealthsimple reserves the right to remove all promotions from your Wealthsimple account(s) and take any other action it deems appropriate including, but not limited to, closing your Wealthsimple account(s). An invitation to participate in this offer does not provide assurance that you will be accepted as a customer of Wealthsimple. This offer is only valid for individuals in Canada that otherwise meet our eligibility requirements. Our standard terms (https://www.wealthsimple.com/en-ca/legal/terms) relating to your use of Wealthsimple and any agreements that apply to your Wealthsimple account(s) each apply and are not affected in any way by this offer.