In this article:
Overview
Your profile is your personal hub on Wealthsimple. It's a place to celebrate your financial journey, track your progress toward the next plan, and manage your account settings. The refreshed profile brings together your savings summary, plan benefits, shareable stats, and settings in one organized, easy-to-navigate space.
The updated profile page is available on the Wealthsimple app. On the web, your profile shows your client plan, contact methods, and benefits summary only.
To access your profile, tap your profile picture in the Wealthsimple app. On the web, click your name in the top navigation.
Your savings summary
If you're on the Premium or Generation plan, your profile shows a savings summary — a snapshot of the monetary benefits you're getting from your plan, including interest rate bonuses and fee savings.
This summary is exclusive to Premium and Generation clients as part of your plan benefits. If you're on the Core plan and want to learn about upgrading, visit Wealthsimple client plans.
Your plan status and benefits
Your profile now shows what's available to you based on your Wealthsimple plan.
If you're on the Core or Premium plan, you'll see a status bar showing your progress toward the next plan. As your total assets with Wealthsimple grow, your progress increases.
If you're on the Premium or Generation plan, your current plan benefits are highlighted on your profile so you can see exactly what you're getting. You can also preview the benefits available at the next plan, if applicable.
Your profile also shows your tenure with Wealthsimple, including how long you've been a client, along with any Premium or Generation status history.
Social stats and sharing
Your profile includes shareable stats that reflect your financial journey, like your Wealth Rank and other milestones. You can share these directly from your profile to celebrate your progress with friends and family.
Tap Share next to any stat to send it.
Householding
Householding lets you link your Wealthsimple accounts with a partner or family member to view your combined finances together.
To manage your household, go to your profile and tap Householding or Create a household. From there you can invite a household member, view your linked household, or make changes to an existing one.
Settings and support
Your profile is also where you manage your personal account details. This includes:
- Personal information (name, address, phone number)
- Security settings (password, two-factor authentication)
- Notification preferences
- Linked bank accounts
- Advisor connection
- Milestone Rewards
To access settings, tap the Settings icon (gear icon) from your profile. If you need help updating your settings, visit Update your personal information and settings.
To reach support, tap the Chat icon (speech bubble) from your profile.
Frequently asked questions
Why does my profile look different?
We've redesigned the profile page to better reflect your journey with Wealthsimple, make your plan benefits clearer, and give you a more personalized experience.
Can I access my full profile on the web?
The web version of your profile includes your client plan, contact methods, and a benefits summary. The full updated profile experience — including your savings summary, social stats, and plan status bar — is available in the Wealthsimple app.
How do I change my profile picture?
Tap your current profile picture and select a new image from your device.
What does the status bar on my profile show?
If you're on the Core or Premium plan, the status bar shows your progress toward qualifying for the next plan. As your total assets with Wealthsimple grow, you'll see your progress increase.
Where can I find my plan benefits?
Your current plan benefits are displayed directly on your profile in the Wealthsimple app. On the web, you'll see a summary of your current plan and benefits.
Can I share my stats with friends?
Yes — tap Share next to any stat on your profile to send it to friends and family.
Where are Milestone Rewards?
Milestone Rewards are still accessible from your profile. Note that this feature will be phased out starting in May.
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