Overview

To update your company banking information, contact your dedicated Client Success Manager or our support team. For security and verification, we require a professional banking document, such as a void cheque or a direct deposit PDF, to complete this update on behalf of your organization.

How to submit your request

To update your company banking information, follow these steps:

1. Obtain an official and professional void cheque or direct deposit PDF.
2. Ensure the document is less than 1 year old.
3. Confirm the legal name on the document matches the legal name of your organization.
4. Reach out to your dedicated Client Success Manager or contact our support team to submit the document.

Processing time

It takes up to 5 business days to process the change and reflect it in your Wealthsimple profile.