It's important to understand that you can't close your Wealthsimple Tax account separately from your main Wealthsimple profile. Here's what you need to know:
- Wealthsimple Tax is part of your overall Wealthsimple profile
- Closing your account means closing your entire Wealthsimple profile
Before closing your account:
- Consider keeping your profile open to access your Wealthsimple Tax profiles and returns
- There's no charge for maintaining an unfunded Wealthsimple account
- If you want to stop receiving updates, you can adjust your communication preferences in your account settings
If you still want to close your account:
- Visit our help centre article Close your Wealthsimple profile for detailed instructions
- Follow the steps to deactivate your entire Wealthsimple profile
Remember:
- Closing your account will remove access to all Wealthsimple services, including Wealthsimple Tax
- Download any necessary tax documents before closing your account
- If you have any pending transactions or active features in other Wealthsimple products, you'll need to cancel or complete them before closing your account
If you need assistance or have questions about closing your account, please email us at tax@wealthsimple.com.
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