You can update your Wealthsimple Tax settings directly through your Tax profile.
Note: Settings can only be updated through your Tax profile on a web browser at this time.
Email address
To update your email address, follow the steps below:
- Log into my.wealthsimple.com and sign in to your Tax profile
- Select Account at the top right-hand corner of your screen
- Choose the Settings menu item
- Next to your email address, select Edit
- Type in your new email and confirm
Note: Updating your email address in your Tax profile will update it across all of your Wealthsimple accounts.
Language preference
To update your language preference to either English or French, follow the steps below:
- Log into my.wealthsimple.com and sign in to your Tax profile
- Select Account at the top right-hand corner of your screen
- Choose the Settings menu item
- Under Language, select the drop-down menu and choose the language you want
Password
To update your password from your Wealthsimple Tax account, follow the steps below:
- Log into my.wealthsimple.com and sign in to your Tax profile
- Select Account at the top right-hand corner of your screen
- Choose the Settings menu item
- Under Security, choose Change password
- Enter your Current password, New password and then Confirm password
If you don’t remember your existing password, you can instead follow the steps below:
- Go to https://my.wealthsimple.com/app/login and select Forgot password
- Enter your Wealthsimple email address
- We will send instructions to your email on how to reset your password
Two-step verification method
If you wish to change your 2FA method, you can do so by following these steps —
- Log into my.wealthsimple.com and sign in to your Tax profile
- Select Account at the top right-hand corner of your screen
- Choose the Settings menu item
- Next to Two-step verification, select Switch method
- Select either Authenticator app or SMS and follow the prompts to finish this change
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