For a limited time, invite friends to Wealthsimple Tax and you can both earn a $10 reward when you finish filing your return.
To refer your friends to Wealthsimple Tax and earn your bonus, follow these steps:
- Tap the Earn $10 gift icon at the top of your Tax homepage
- Here, you will find your unique referral link
- Click Copy link to copy your referral link
- Share your referral link with your friends
- Your friends will need to click through your link to sign up for Wealthsimple Tax
- After both you and your referee finish filing your return, you will receive the $10 bonus
- To receive the referral bonus, you and your friend will each need to have a Wealthsimple Cash account. If you don't already have a Cash account, you must open one.
- You should expect to see the bonus for your successful referral within 10 days of you and your friend filing your returns through Wealthsimple Tax.
- The referral bonus won't get applied if the person you invite is an existing Wealthsimple Tax client.
Terms and Conditions
Wealthsimple Tax Referral Incentive: The Limited Time Referral Bonus offer (the “Offer”) is open for a limited time to existing users of Wealthsimple Tax (excluding Quebec) (“Referrer”) who successfully refer a customer, who is not a current or past user of Wealthsimple Tax and signs up and files their 2021 taxes through Wealthsimple Tax on or before May 2, 2022 (“Referee”).
A $10 referral bonus (the “Cash Bonus”) will only be credited to the Referrer and Referee if the Referee signs up using the Referrer’s Wealthsimple Tax referral code and otherwise fulfils the terms and conditions stated in this Offer. Limit of 5 Cash Bonuses (i.e. maximum of $50 total in Cash Bonuses) per Referrer. In order to receive the Cash Bonus, the Referrer and Referee will need a Wealthsimple Cash account. If the Referrer or Referee does not have a Wealthsimple Cash account, they will be required to open one as a condition of receiving the Cash Bonus by visiting https://www.wealthsimple.com/en-ca/product/cash and following the instructions on how to create an account. There are no fees associated with the creation of a Wealthsimple Cash account.
Cash Bonus will be applied to the enrolled Wealthsimple Cash account within 10 days after the Referee’s 2021 income taxes are filed with Wealthsimple Tax. Wealthsimple Tax cannot provide information about someone else’s account or application.
The Offer is made by Wealthsimple Technologies Inc. (“Wealthsimple”). Wealthsimple reserves the right to amend, withdraw or restrict the Offer at any time without notice. Wealthsimple is the sole arbiter of these terms and any other issue arising under the Offer. If Wealthsimple suspects fraudulent or abusive behaviour, gaming of the system or a violation of these terms, Wealthsimple reserves the right to remove all promotions from the account and take any other action it deems appropriate including, but not limited to, closing the account. An invitation to participate in this offer does not provide assurance that the referred customer will be accepted as a customer of Wealthsimple or its affiliates. This offer is only valid for individuals in Canada (excluding Quebec) that otherwise meet our eligibility requirements. Our standard terms (https://www.wealthsimple.com/en-ca/legal/terms) relating to your use of products offered by Wealthsimple or its affiliates and any agreements that apply to accounts offered by Wealthsimple or its affiliates each apply and are not affected in any way by this Offer.