Overview

You can access your employer dashboard by logging into Wealthsimple on web and selecting your company name from the profile menu. The employer dashboard allows you to manage your company's group savings plans and employee details in one place.

Eligibility

To access the employer dashboard, you must be listed as an administrator for your company account.

If you don't have administrator access yet, follow these steps to get started:

1. Create a Wealthsimple profile using your corporate email address.
2. Exit the setup screen once you reach the prompt for your phone number; you don't need to provide personal information.
3. Have an existing plan administrator contact your dedicated Client Success Manager or email our support team to request administrator permissions.

How to access your dashboard

Follow these steps on a laptop or computer to view your employer dashboard:

1. Log in to Wealthsimple on the web
2. Select the profile icon in the top right corner of the screen
3. Select your employer name from the drop-down menu

Frequently asked questions