If you need to change the name of a Tax profile in your Wealthsimple account, follow these steps:

1. Log into your Wealthsimple profile
2. Click on Tax at the top of the screen
3. Select a tax year and profile
4. Click Account in the top right corner
5. Select My tax returns from the dropdown menu
6. Find the profile you want to rename
7. Click on the "More" menu (three dots) next to the profile
8. Select Rename Profile
9. Enter the new name for your profile
10. Click Confirm to confirm the change

Remember:

• Each profile name must be unique within your account
• Choose a name that helps you easily identify the individual (e.g., "John Smith" or "Jane Doe")
• Renaming a profile doesn't affect the information within the tax return

Tips:

• If you have multiple profiles, consider using a consistent naming convention
• Review your profile names annually to ensure they're up to date

If you encounter any issues while renaming your profile, please contact our support team.