You can update your Wealthsimple Tax settings directly through your Tax profile.

Email address

To update your email address, follow the steps below:

1. Log into my.wealthsimple.com and sign in to your Tax profile
2. Select Account at the top right-hand corner of your screen
3. Choose the Settings menu item
4. Next to your email address, select Edit
5. Type in your new email and confirm

Language preference

To update your language preference to either English or French, follow the steps below:

1. Log into my.wealthsimple.com and sign in to your Tax profile
2. Select Account at the top right-hand corner of your screen
3. Choose the Settings menu item
4. 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:

1. Log into my.wealthsimple.com and sign in to your Tax profile
2. Select Account at the top right-hand corner of your screen
3. Choose the Settings menu item
4. Under Security, choose Change password
5. 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:

1. Go to https://my.wealthsimple.com/app/login and select Forgot password
2. Enter your Wealthsimple email address
3. 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 —

1. Log into my.wealthsimple.com and sign in to your Tax profile
2. Select Account at the top right-hand corner of your screen
3. Choose the Settings menu item
4. Next to Two-step verification, select Switch method
5. Select either Authenticator app or SMS and follow the prompts to finish this change

Learn more about two-step verification