How do I rename a profile?

To rename a profile in Wealthsimple Tax, please follow the steps below.

  1. Log into your Wealthsimple Tax account at my.wealthsimple.com
  2. Click the Account menu in the top right of the page and select My Tax Returns
  3. Click the more options icon (three dots), and select Rename Profile.
  4. You can then change the profile name to whatever you like. Keep in mind that each profile name must be unique.

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