What is Wealthsimple Trade?

Wealthsimple Trade is a self-directed investment platform. You can buy and sell thousands of stocks and exchange-traded funds (ETFs) on major Canadian and U.S. exchanges. There are no trading commissions and no account minimums.

Get started with Wealthsimple Trade

  1. Download the Wealthsimple Trade mobile app on the App Store or Google Play store
  2. Set up your profile
  3. Open an account
  4. Make a deposit

What’s the difference between Wealthsimple Trade and other Wealthsimple products?

  • Wealthsimple Invest is an automated investing service that manages your investments for you using a personalized portfolio of low-fee exchange-traded funds
  • Wealthsimple Cash is a peer-to-peer payment platform for instantly sending money to friends and family
  • Wealthsimple Crypto is a simple and secure way to buy and sell cryptocurrencies through a personal (non-registered) account
  • Wealthsimple Tax is an easy way to file your tax return online

How does Wealthsimple protect my account?
We use state-of-the-art data encryption and two-factor authentication (2FA) to keep your accounts safe and secure.

Wealthsimple Trade is offered by Canadian ShareOwner Investments Inc. (ShareOwner). ShareOwner is a member of the Investment Industry Regulatory Organization of Canada. Customer accounts held at ShareOwner are protected by CIPF in the event ShareOwner becomes insolvent.

Available cryptocurrencies in Wealthsimple Crypto

You can currently buy or sell 29 different cryptocurrencies in Wealthsimple Crypto.

For more information about each token, including definitions, background and risk statements, take a look at the links below.

Cryptocurrency Symbol
0x ZRX
1inch 1INCH
Balancer BAL
Basic Attention Token BAT
Bitcoin BTC
Bitcoin Cash BCH
Cardano ADA
Chainlink LINK
Compound COMP
Curve CRV
Decentraland MANA
Ethereum ETH
Fantom FTM
Filecoin FIL
Kyber Network KNC
Litecoin LTC
Maker MKR
Polkadot DOT
Polygon MATIC
Stellar XLM
Solana SOL
SushiSwap SUSHI
Synthetix SNX
Uniswap UNI
Yearn.finance YFI
Tip: If there are additional tokens you'd like to trade using Wealthsimple, let us know.


What is Wealthsimple Crypto?

Wealthsimple Crypto is a simple and secure way to buy and sell cryptocurrencies through a personal (non-registered) account.

  • You can buy or sell 25 different cryptocurrencies in Wealthsimple Crypto.
  • You can use cash in your account to buy crypto assets – the same way you buy a stock or ETF.
  • Any cryptocurrency you buy is held by Gemini Custody, a regulated crypto custodian. Gemini is regularly audited and subject to the compliance standards of a traditional financial institution.
Tip: New to cryptocurrency? Check out our introductory guide to learn about the basics of crypto investing.

Get started with Crypto

You can access Wealthsimple Crypto through the Wealthsimple Trade mobile app, or by selecting Trade & Crypto when logging into my.wealthsimple.com. To get started –

Frequently asked questions

What’s the difference between Wealthsimple Trade and other Wealthsimple products?

  • Wealthsimple Invest is an automated investing service that manages your investments for you using a personalized portfolio of low-fee exchange-traded funds
  • Wealthsimple Cash is a peer-to-peer payment platform for instantly sending money to friends and family
  • Wealthsimple Trade is a self-directed investment platform. You can buy and sell thousands of stocks and exchange-traded funds (ETFs) on major Canadian and U.S. exchanges.
  • Wealthsimple Tax is an easy way to file your tax return online

Can I hold crypto in a TFSA or RRSP?

It's not currently possible to hold cryptocurrency in a registered account like an RRSP or TFSA. This is a restriction created by the Canadian Revenue Agency (CRA).

What entity operates Wealthsimple Crypto?

Wealthsimple Crypto is offered by Wealthsimple Digital Assets Inc.

Wealthsimple Digital Assets enables you to use your own cash to purchase a crypto asset, and then custodies that crypto-asset for you. Crypto assets are owned by you from the time of purchase until the time of sale. Crypto assets owned by you may not be pledged, re-hypothecated or otherwise used in the business of Wealthsimple Digital Assets or its affiliates.

Wealthsimple Digital Assets does not operate a marketplace nor does it engage in proprietary trading or market making, and will not take any long or short positions on crypto assets. Wealthsimple Digital Assets does not have any authority to act on a discretionary basis on your behalf.

Open a Wealthsimple Crypto account

With a Wealthsimple Crypto account, you can instantly add coins to your portfolio, without the need to maintain your own crypto wallet.

Note: To open a Wealthsimple Crypto account, you'll first need to set up a Wealthsimple Trade profile.

Open a new Crypto account

  1. Sign into the Wealthsimple Trade app on your mobile device
  2. Tap the Profile icon on the top left corner of the screen
  3. Select the Accounts menu item
  4. Select a Crypto account
  5. Follow the prompts to open the account
Note: At this time, you can only open one Crypto account on your profile.

Frequently asked questions

What type of account is my Wealthsimple Crypto account?

Crypto accounts are non-registered personal accounts. This means you’ll need to report any capital gains or losses incurred from buying and selling cryptocurrencies for tax purposes.

You can learn more about about how the CRA treats digital currencies for tax purposes by visiting the CRA website

What are the fees for using a Wealthsimple Crypto account?

With Wealthsimple Crypto, there are no account minimums and no fees to deposit or withdraw. Rather than charging separate fees, we use spreads to cover the cost of our liquidity providers, our operational fees, and safe coin storage. You won’t pay more than 2% per transaction.

How does Wealthsimple store my cryptocurrency?

Coins are held by Gemini Custody™, a regulated crypto custodian. Gemini is regularly audited and subject to the compliance standards of a traditional financial institution. Wealthsimple Digital Assets is only permitted to access your crypto-assets held at Gemini to settle sell transactions initiated by you.

Gemini Custody™ has institutional-grade security with 24/7 access-controlled secured facilities. The hardware security modules that store the keys (what you need to access the coins) are kept entirely offline. Gemini’s hardware security modules have achieved the highest levels of the U.S. government’s security rating.

In order to protect our clients’ crypto-assets, we have also instituted internal controls that restrict the ability for any assets to move between unauthorized accounts or parties. Specifically, any withdrawals or asset movement require real-time multi-signature authentication, two-factor authentications, and time-limited approvals.

Can I name a beneficiary to my Crypto account?

As per the government rules regarding beneficiaries, you are unable to designate beneficiaries for non-registered accounts – like your Crypto account. Instead, you'd need to manage this through your estate (i.e. through a will).

Available stocks and ETFs on Wealthsimple Trade

Wealthsimple Trade currently supports the following assets, as long as they meet our eligibility criteria (see below):

Search for a stock or ETF

To search for a specific stock or ETF, follow the instructions below:

  1. Log into my.wealthsimple.com and sign in to your Trade & Crypto profile
  2. Next to the magnifying glass icon at the top of the page, type in the name or the symbol of the security you'd like to search for
  1. Sign into the Trade app on your mobile device
  2. Tap the magnifying glass icon in the top right corner of your screen
  3. Type in the name or the symbol of the security you'd like to search for

Eligibility criteria

A stock or ETF must meet our eligibility criteria to become available on Wealthsimple Trade.

When you search for an asset that is unavailable to trade, you'll see a brief message explaining why. Some of the reasons are as follows –

The security type is not supported
Only stocks and ETFs are supported on Wealthsimple Trade. Wealthsimple Trade does not support any other assets, including:

  • Mutual Funds
  • Preferred Shares
  • Options
  • Securities that trade Over-the-counter (OTC)
  • Forwards & Futures
  • Rights and Warrants
  • Bonds
  • Investment Savings Accounts & Money Markets
  • Stocks & ETFs that trade on non-North American exchanges

This security isn’t listed on a supported exchange
Wealthsimple Trade currently supports stocks and ETFs trading on the following exchanges:

  • Toronto Stock Exchange (TSX)
  • TSX Venture Exchange (TSXV)
  • New York Stock Exchange (NYSE)
  • NEO
  • Canadian Securities Exchange (CSE)
  • BATS Exchange

If the security you're looking for is listed on another exchange or is traded over-the-counter (OTC) you will not be able to purchase it on the Trade platform. If the security is listed on both a US exchange and a Canadian exchange, we will only support the security listed on the Canadian exchange.

This security may not meet our settlement or average daily trading volume requirements
We only allow securities to be traded that settle with the Canadian Depository for Securities (CDS). We also impose minimum price and volume constraints for stocks traded on the platform.

The security is delisted, suspended, or halted
In most cases, orders can’t be submitted for securities that are delisted or suspended. Orders can be submitted for securities that are halted, however, they will not fill until trading resumes.

Note: If you own a stock or ETF within your Trade account that is no longer supported, you’ll still be able to sell it as long as the stock has not been delisted and is still being traded. However, you will not be able to purchase additional shares.

Request a new stock or ETF

If you'd like to request a stock or ETF that's not currently available on the Trade platform, you can add it to the feedback survey below:

Wealthsimple Trade Stock and ETF Request Form

While the form doesn't guarantee that we will add your requested securities to the platform, we'll monitor responses to help make the Trade experience better.


New listings on Wealthsimple Trade

Security Name Symbol Exchange Date
MeridianLink, Inc. (ex-Project Angel Parent, LLC) MLNK NYSE 7/28/2021
Snap One Holdings Corp. SNPO NASDAQ 7/28/2021
Traeger Inc. (TGPX Holdings I LLC) COOK NYSE 7/29/2021
Nuvalent, Inc. NUVL NASDAQ 7/29/2021
Omega Therapeutics OMGA NYSE 7/30/2021
Rani Therapeutics Holdings RANI NASDAQ 7/30/2021
Weber Inc. WEBR NYSE 8/5/2021
European Wax Center, Inc. EWCZ NASDAQ 8/5/2021
Adagio Therapeutics ADGI NASDAQ 8/6/2021
Alset EHome International Inc AEI NASDAQ 08/10/2021
1847 Goedeker Inc GOED NYSE 08/10/2021
Compass Pathways Plc - ADR CMPS NASDAQ 08/10/2021
Bitwise Crypto Industry Innovators ETF BITQ NYSE 08/10/2021
AST SpaceMobile Inc (Class A) ASTS NASDAQ 08/10/2021
Li Auto Inc - ADR LI NASDAQ 08/10/2021
Creatd Inc CRTD NASDAQ 08/12/2021
SoFi Next 500 ETF SFYX NYSE 08/12/2021
SoFi Select 500 ETF SFY NYSE 08/11/2021
Amesite Operating Co AMST NASDAQ 08/11/2021
Auddia Inc AUUD NASDAQ 08/11/2021
Axcella Health Inc AXLA NASDAQ 08/13/2021
EHang Holdings Ltd EH NASDAQ 08/14/2021
Graybug Vision Inc GRAY NASDAQ 08/14/2021
Uxin Ltd UXIN NASDAQ 08/14/2021
Pinduoduo Inc PDD NASDAQ 08/14/2021
JPMorgan Equity Premium Income ETF JEPI NYSE 08/14/2021
SoFi Weekly Dividend ETF WKLY NYSE 08/14/2021
Oatly Group AB OTLY NASDAQ 08/17/2021
Aprea Therapeutics Inc APRE NASDAQ 08/17/2021
Data Storage Corp DTST NASDAQ 08/17/2021
Cerevel Therapeutics Holdings Inc CERE NASDAQ 08/18/2021
Piedmont Lithium Inc PLL NASDAQ 08/18/2021
Global X Russell 2000 Covered Call ETF RYLD BATS 08/18/2021
Esports Entertainment Group Inc GMBL NASDAQ 08/18/2021
Cellect Biotechnology Ltd. APOP NASDAQ 08/18/2021
PLBY Group Inc PLBY NASDAQ 08/19/2021
KULR Technology Group Inc KULR NYSE 08/19/2021
CSIM Schwab U.S. Large-Cap Growth ETF SCHG NYSE 08/19/2021
BioHiTech Global Inc BHTG NASDAQ 08/20/2021
Virpax Pharmaceuticals Inc VRPX NASDAQ 08/20/2021
Gaucho Group Holdings Inc VINO NASDAQ 08/20/2021
OwShares U.S. Quality Dividend ETF OUSA BATS 08/20/2021
Predictive Oncology Inc POAI NASDAQ 08/20/2021
Simply Good Foods Co SMPL NASDAQ 08/20/2021
SonicShares Airlines, Hotels, Cruise Lines ETF TRYP NYSE 08/25/2021
Humanigen Inc HGEN NASDAQ 08/26/2021
- Class A CURI NASDAQ 08/26/2021
ETFMG Travel Tech ETF AWAY NYSE 08/26/2021
North Shore Global Uranium Mining ETF URNM NYSE 08/26/2021
Global X Nasdaq 100 Covered Call & Growth ETF QYLG NASDAQ 08/26/2021
Nifty India Financials ETF INDF NYSE 08/26/2021
Brompton Split Banc Corp. (Class A) SBC TSX 08/30/2021
Dividend Select 15 Corp DS TSX 08/30/2021
Modern Plant Based Foods Inc MEAT CSE 08/30/2021
Canadian Net Real Estate Investment Trust NET.UN TSX-V 08/30/2021
Intouch Insight Ltd INX TSX-V 08/30/2021
Acadian Timber Corp ADN TSX 08/30/2021
Keg Royalties Income Fund KEG.UN TSX 08/30/2021
Ignite International Brands Ltd BILZ CSE 08/30/2021
Tree Island Steel Ltd TSL TSX 08/30/2021
Leon`s Furniture Ltd. LNF TSX 08/30/2021
Battery Mineral Resources Corp. BMR TSX-V 08/30/2021
Brompton Lifeco Split Corp. (Class A) LCS TSX 08/30/2021
MAV Beauty Brands Inc MAV TSX 08/30/2021
KP Tissue Inc KPT TSX 08/30/2021
TDb Split Corp (Class A) XTD TSX 08/30/2021
KetamineOne Capital Limited MEDI NEO 08/30/2021
- Class A CERE.U NEO 08/30/2021
Evertz Technologies Limited ET TSX 08/30/2021
Canadian Life Companies Split Corp (Class A) LFE TSX 08/30/2021
GDI Integrated Facility Services Inc (Class A) GDI TSX 08/30/2021
GlobalBlock Digital Asset Trading Limited BLOK TSX-V 08/30/2021
International Cobalt Corp CO CSE 08/30/2021
Canadian Banc Corp (Class A) BK TSX 08/30/2021
Zinc One Resources Inc Z TSX-V 08/30/2021
Leviathan Natural Products Inc EPIC CSE 08/30/2021
Profound Medical Corp PRN TSX 08/30/2021
EMX Royalty Corp EMX TSX-V 08/30/2021
Canadian Premium Sand Inc. CPS TSX-V 08/30/2021
Sustainable Agriculture & Wellness Dividend Fund - Units AGR.UN TSX 08/30/2021
HLS Therapeutics Inc HLS TSX 08/30/2021
Devonian Health Group Inc GSD TSX-V 08/30/2021
Hudson Global Inc HSON NASDAQ 08/30/2021
C-Com Satellite Systems Inc CMI TSX-V 08/30/2021
K-Bro Linen Inc KBL TSX 08/30/2021
Xtra-Gold Resources Corp. XTG TSX 08/30/2021
Acme United Corp. ACU NYSE 08/30/2021
Southgobi Resources Ltd SGQ TSX 08/30/2021
Imaflex Inc. IFX TSX-V 08/30/2021
Chesapeake Gold Corp CKG TSX-V 08/30/2021
Altisource Asset Management Corp AAMC NYSE 08/30/2021
MYND Life Sciences Inc MYND CSE 08/30/2021
Magnetic North Acquisition Corp MNC TSX-V 08/30/2021
TWC Enterprises Ltd TWC TSX 08/30/2021
Western Asset Intermediate Muni Fund Inc SBI NYSE 08/30/2021
Nuveen Virginia Quality Municipal Income Fund NPV NYSE 08/30/2021
Northern Technologies International Corp. NTIC NASDAQ 08/30/2021
Western Energy Services Corporation. WRG TSX 08/30/2021
Crescita Therapeutics Inc CTX TSX 08/30/2021
Dover Motorsports Inc DVD NYSE 08/30/2021
New Stratus Energy Inc NSE TSX-V 08/30/2021
Golden Sky Minerals Corp AUEN TSX-V 08/30/2021
MINT Income Fund MID.UN TSX 08/30/2021
Quorum Information Technologies Inc QIS TSX-V 08/30/2021
Monumental Gold Corp MGLD TSX-V 08/30/2021
Goldseek Resources Inc GSK CSE 08/30/2021
Associated Capital Group Inc (Class A) AC NYSE 08/30/2021
Flagship Communities Real Estate Investment Trust - Units MHC.U TSX 08/30/2021
New Orperu Resources Inc ORO TSX-V 08/30/2021
New Wave Holdings Corp SPOR CSE 08/30/2021
Replicel Life Sciences Inc RP TSX-V 08/30/2021
Invesque Inc IVQ TSX 08/30/2021
Simply Better Brands Corp SBBC TSX-V 08/30/2021
Alvopetro Energy Ltd ALV TSX-V 08/30/2021
Fox River Resources Corp FOX CSE 08/30/2021
Biorem Inc BRM TSX-V 08/30/2021
Cornerstone Capital Resources Inc. CGP TSX-V 08/30/2021
Melkior Resources Inc. MKR TSX-V 08/30/2021
NamSys Inc CTZ TSX-V 08/30/2021
Odyssey Marine Exploration, Inc. OMEX NASDAQ 08/30/2021
LGL Group Inc LGL NYSE 08/30/2021
Canso Credit Income Fund (Class A) PBY.UN TSX 08/30/2021
First Bancorp Inc (ME) FNLC NASDAQ 08/30/2021
White Mountains Insurance Group, Ltd. WTM NYSE 08/30/2021
CE Brands Inc CEBI TSX-V 08/30/2021
Urbana Corp. (Class A) URB.A TSX 08/30/2021
Imperial Equities Inc. IEI TSX-V 08/30/2021
Pan Orient Energy Corp. POE TSX-V 08/30/2021
Cambridge Bancorp CATC NASDAQ 08/30/2021
EVI Industries Inc EVI NYSE 08/30/2021
Covalon Technologies Ltd. COV TSX-V 08/30/2021
Ansar Financial and Development Corp AFD CSE 08/30/2021
Monterey Minerals Inc MREY CSE 08/30/2021
Grupo Simec S.A.B. de C.V. SIM NYSE 08/30/2021
Direct Communication Solutions Inc DCSI CSE 08/30/2021
BlackRock MuniYield Pennsylvania Quality Fund MPA NYSE 08/30/2021
Cushing MLP & Infrastructure Total Return Fund SRV NYSE 08/30/2021
CENTR Brands Corp CNTR CSE 08/30/2021
L.S. Starrett Co. (Class A) SCX NYSE 08/30/2021
Wilton Resources Inc WIL TSX-V 08/30/2021
Project One Resources Ltd PJO CSE 08/30/2021
Pro-Dex Inc. (co) PDEX NASDAQ 08/30/2021
New Ireland Fund Inc IRL NYSE 08/30/2021
Crawford & Co. (Class B) CRD.B NYSE 08/30/2021
Silver Spike III Acquisition Corp - Ordinary Shares (Restricted Voting) Class A SPKC.U NEO 08/30/2021
Barings Corporate Investors MCI NYSE 08/30/2021
Oil-Dri Corp. Of America ODC NYSE 08/30/2021
John Hancock Investors Trust JHI NYSE 08/30/2021
Prismo Metals Inc PRIZ CSE 08/30/2021
Manitex International Inc MNTX NASDAQ 08/30/2021
Schmitt Industries Inc SMIT NASDAQ 08/30/2021
Nuveen Arizona Quality Municipal Income Fund NAZ NYSE 08/30/2021
Rackla Metals Inc RAK TSX-V 08/30/2021
Pushfor Investments Inc PUSH CSE 08/30/2021
DLH Holdings Corp DLHC NASDAQ 08/30/2021
SIFCO Industries Inc. SIF NYSE 08/30/2021
Nuveen Ohio Quality Municipal Income Fund NUO NYSE 08/30/2021
Strattec Security Corp. STRT NASDAQ 08/30/2021
Avisa Diagnostics Inc AVBT CSE 08/30/2021
John Hancock Income Securities Trust JHS NYSE 08/30/2021
Nuveen Georgia Quality Municipal Income Fund NKG NYSE 08/30/2021
First Trust-Aberdeen Emerging Opportunity Fund FEO NYSE 08/30/2021
Flaherty & Crumrine Preferred and Income Opportunity Fund Inc PFO NYSE 08/30/2021
Northrim Bancorp, Inc. NRIM NASDAQ 08/30/2021
Summit Financial Group Inc SMMF NASDAQ 08/30/2021
Barings Participation Investors MPV NYSE 08/30/2021
Rush Enterprises Inc (Class B) RUSHB NASDAQ 08/30/2021
MFS Investment Grade Municipal Trust CXH NYSE 08/30/2021
Nuveen Select Maturities Municipal Fund NIM NYSE 08/30/2021
ABVC BioPharma Inc ABVC NASDAQ 09/03/2021
Northeast Community Bancorp, Inc NECB NASDAQ 09/10/2021
Dutch Bros Inc. BROS NYSE 09/15/2021
Definitive Healthcare Corp. DH NASDAQ 09/15/2021
Thoughtworks Holding Inc. (Turing Holding) TWKS NASDAQ 09/15/2021
PROCEPT BioRobotics PRCT NASDAQ 09/15/2021
ForgeRock, Inc. FORG NYSE 09/16/2021
a.k.a. Brands Holding Corp. AKA NYSE 09/22/2021
Freshworks FRSH NASDAQ 09/22/2021
Toast, Inc. TOST NYSE 09/22/2021
Sterling Check Corp. STER NASDAQ 09/23/2021
Brilliant Earth Group, Inc. BRLT NASDAQ 09/23/2021
Remitly Global, Inc. RELY NASDAQ 09/23/2021
Sovos Brands, Inc. SOVO NASDAQ 09/23/2021
Thorne Healthtech THRN NASDAQ 09/23/2021
Clearwater Analytics Holdings, Inc. CWAN NYSE 09/24/2021
Paltalk Inc PALT NASDAQ 09/29/2021
Green Dot Corp. (Class A) GDOT NYSE 08/25/2021
Grom Social Enterprises Inc GROM NASDAQ 08/26/2021
Vanguard Russell 2000 Index ETF VTWO NASDAQ 08/26/2021
Vericity Inc VERY NASDAQ 08/26/2021
Global X Data Center REITs & Digital Infrastructure ETF VPN NASDAQ 08/26/2021
ProShares UltraPro Short 20+ Year Treasury TTT NYSE 08/26/2021
9 Meters Biopharma Inc NMTR NASDAQ 08/26/2021
Global X S&P 500 Covered Call ETF XYLD NYSE 08/31/2021
Global X Cybersecurity ETF BUG NASDAQ 08/31/2021
Motorsport Games Inc (Class A) MSGM NASDAQ 08/31/2021
iPower Inc IPW NASDAQ 09/01/2021
SPDR S&P Kensho Clean Power ETF CNRG NYSE 09/01/2021
Forest Road Acquisition Corp II (Class A) FRXB NYSE 09/01/2021
VictoryShares Nasdaq Next 50 ETF QQQN NASDAQ 09/01/2021
Simplify US Equity PLUS Convexity ETF SPYC NYSE 09/01/2021
First Trust Exchange-Traded Fund III - First Trust Nasdaq Semiconductor ETF FTXL NASDAQ 09/01/2021
Vaccinex Inc VCNX NASDAQ 09/02/2021
Amplify Online Retail ETF IBUY NYSE 09/02/2021
iShares Self-Driving EV and Tech ETF IDRV NYSE 09/02/2021
Boston Omaha Corp (Class A) BOMN NASDAQ 09/02/2021
ProShares UltraPro S&P 500 ETF UPRO NYSE 09/02/2021
Gold Royalty Corp GROY NYSE 09/02/2021
Atreca Inc (Class A) BCEL NASDAQ 09/03/2021
Nasdaq 7HANDL Index ETF HNDL NASDAQ 09/03/2021
Global X Cannabis ETF POTX NASDAQ 09/07/2021
ROBO Global Artificial Intelligence ETF THNQ NYSE 09/07/2021
The SPAC and New Issue ETF SPCX NYSE 09/03/2021
SP Funds S&P Global REIT Sharia ETF SPRE NYSE 09/03/2021
Aeva Technologies Inc AEVA NYSE 09/03/2021
Simplify Growth Equity Plus Convexity ETF QQC NASDAQ 09/07/2021
Original BARK Co (Class A) BARK NYSE 09/07/2021
Domo Inc. (Class B) DOMO NASDAQ 09/07/2021
Northern Genesis Acquisition Corp II NGAB NYSE 09/07/2021
Xtrackers S&P 500 ESG ETF SNPE NYSE 09/08/2021
Churchill Capital Corp VI (Class A) CCVI NYSE 09/08/2021
W. P. Carey Inc WPC NYSE 09/08/2021
Selecta Biosciences Inc SELB NASDAQ 09/08/2021
Avantis U.S. Small Cap Value ETF AVUV NYSE 09/08/2021
Global X SuperDividend REIT ETF SRET NASDAQ 09/08/2021
Salarius Pharmaceuticals Inc SLRX NASDAQ 09/08/2021
Rezolute Inc RZLT NASDAQ 09/08/2021
Churchill Capital Corp V (Class A) CCV NYSE 09/09/2021
FA Etho Climate Leadership U.S. ETF ETHO NYSE 09/08/2021
Valorem Resources Inc VALU CSE 09/30/2021
Imperial Helium Corp IHC TSXV 09/30/2021
Hillcrest Energy Technologies Ltd HEAT CSE 09/30/2021
Northview Canadian High Yield Residential Fund - Unit - Class A NHF.UN TSE 09/30/2021
Cogeco Inc. CGO TSE 09/30/2021
Fabled Silver Gold Corp. FCO TSXV 09/30/2021
Bell Copper Corp BCU TSXV 09/30/2021
Bright Minds Biosciences Inc DRUG CSE 09/30/2021
Brookfield Select Opportunities Income Fund BSO.UN TSE 09/30/2021
Liberty One Lithium Corp LBY TSXV 09/30/2021
Nextleaf Solutions Ltd OILS CSE 09/30/2021
Gamehost Inc GH TSE 09/30/2021
Central African Gold Inc. CAGR TSXV 09/30/2021
Clean Air Metals Inc AIR TSXV 09/30/2021
Decisive Dividend Corp DE TSXV 09/30/2021
Quantum eMotion Inc QNC TSXV 09/30/2021
Corby Spirit and Wine Ltd (Class A) CSW.A TSE 09/30/2021
Palladium One Mining Inc PDM TSXV 09/30/2021
Citadel Income Fund CTF.UN TSE 09/30/2021
FuelPositive Corp NHHH TSXV 09/30/2021
Orchid Ventures Inc ORCD CSE 09/30/2021
Ceridian HCM Holding Inc. CDAY TSE 09/30/2021
Slate Grocery REIT - Subscription Receipts - Mar 2021 SGR.R TSE 09/30/2021
Vericity Inc VERY NASDAQ 09/30/2021
TGS Esports Inc. TGS TSXV 09/30/2021
FireFox Gold Corp FFOX TSXV 09/30/2021
Value Line, Inc. VALU NASDAQ 09/30/2021
Anglo Pacific Group APY TSE 09/30/2021
G6 Materials Corp GGG TSXV 09/30/2021
Golden Ridge Resources Ltd GLDN TSXV 09/30/2021
Beauce Gold Fields Inc BGF TSXV 09/30/2021
Air T Inc AIRT NASDAQ 09/30/2021
Aberdeen International Inc AAB TSE 09/30/2021
Feel Foods Ltd FEEL CSE 09/30/2021
West High Yield Resources Ltd WHY TSXV 09/30/2021
Vertex Resource Group Ltd VTX TSXV 09/30/2021
- New ORGN CSE 09/30/2021
CO2 Gro Inc. GROW TSXV 09/30/2021
Talisker Resources Ltd TSK TSE 09/30/2021
Bee Vectoring Technologies International Inc BEE CSE 09/30/2021
Nexa Resources S.A. NEXA TSE 09/30/2021
Evergreen Gaming Corporation TNA TSXV 09/30/2021
Wondr Gaming Corp WDR CSE 09/30/2021
Tornado Global Hydrovacs Ltd TGH TSXV 09/30/2021
Isracann Biosciences Inc IPOT CSE 09/30/2021
Melcor Developments Ltd. MRD TSE 09/30/2021
Radisson Mining Resources, Inc. (Class A) RDS TSXV 09/30/2021
Melcor Real Estate Investment Trust MR.UN TSE 09/30/2021
Aurora Spine Corp ASG TSXV 09/30/2021
Minaean SP Construction Corp MSP TSXV 09/30/2021
Global Cannabis Applications Corp APP CSE 09/30/2021
Nova Mentis Life Science Corp NOVA CSE 09/30/2021
Captiva Verde Wellness Corp PWR CSE 09/30/2021
Delta Resources Ltd DLTA TSXV 09/30/2021
Midnight Sun Mining Corp MMA TSXV 09/30/2021
Information Services Corp (Class A) ISV TSE 09/30/2021
Nerds On Site Inc NERD CSE 09/30/2021
Altamira Gold Corp ALTA TSXV 09/30/2021
Skychain Technologies Inc. SCT TSXV 09/30/2021
Northisle Copper & Gold Inc NCX TSXV 09/30/2021
Global Dividend Growers Income Fund GDG.UN TSE 09/30/2021
Preformed Line Products Co. PLPC NASDAQ 09/30/2021
Sustainable Infrastructure Dividend Fund - Unit INF.UN TSE 09/30/2021
Flower One Holdings Inc FONE CSE 09/30/2021
Biosyent Inc RX TSXV 09/30/2021
Global Real Estate & E-Commerce Dividend Fund - Unit GEC.UN TSE 09/30/2021
Japan Gold Corp JG TSXV 09/30/2021
Baroyeca Gold & Silver Inc BGS TSXV 09/30/2021
Citizen Stash Cannabis Corp CSC TSXV 09/30/2021
XRApplied Technologies Inc XRA CSE 09/30/2021
NV Gold Corp NVX TSXV 09/30/2021
Limestone Boat Company Ltd (The) BOAT TSXV 09/30/2021
Hampton Financial Corp HFC TSXV 09/30/2021
Guardian Capital Group Ltd. (Class A) GCG.A TSE 09/30/2021
Thor Explorations Ltd THX TSXV 09/30/2021
Northstar Gold Corp NSG CSE 09/30/2021
Minerva Intelligence Inc MVAI TSXV 09/30/2021
Namibia Critical Metals Inc NMI TSXV 09/30/2021
InsuraGuest Technologies Inc ISGI TSXV 09/30/2021
Western Investment Company of Canada Ltd (The) WI TSXV 09/30/2021
Sweet Earth Holdings Corporation SE CSE 09/30/2021
Morien Resources Corp MOX TSXV 09/30/2021
GMV Minerals Inc GMV TSXV 09/30/2021
Arizona Silver Exploration Inc AZS TSXV 09/30/2021
GBLT Corp. GBLT TSXV 09/30/2021
Cerro de Pasco Resources Inc CDPR CSE 09/30/2021
Viva Gold Corp VAU TSXV 09/30/2021
Ztest Electronics Inc (Class A) ZTE CSE 09/30/2021
Carl Data Solutions Inc CRL CSE 09/30/2021
Taiwan Fund Inc TWN NYSE 09/30/2021
Essential Energy Services Ltd ESN TSE 09/30/2021
Yorkton Equity Group Inc. YEG TSXV 09/30/2021
Dixie Gold Inc DG TSXV 09/30/2021
Points International Ltd. PTS TSE 09/30/2021
Blue Ribbon Income Fund RBN.UN TSE 09/30/2021
Cymbria Corp (Class A) CYB TSE 09/30/2021
Canuc Resources Corp CDA TSXV 09/30/2021
Mackenzie Master Limited Partnership MKZ.UN TSE 09/30/2021
New Wave Holdings Corp SPOR CSE 09/30/2021
RE Royalties Ltd RE TSXV 09/30/2021
Noble Iron Inc NIR TSXV 09/30/2021
Etruscus Resources Corp ETR CSE 09/30/2021
ValOre Metals Corp VO TSXV 09/30/2021
Hennessy Advisors Inc HNNA NASDAQ 09/30/2021
Ready Set Gold Corp RDY CSE 09/30/2021
Hanstone Gold Corp. HANS TSXV 09/30/2021
Leading Edge Materials Corp LEM TSXV 09/30/2021
Ascend Wellness Holdings Inc. (Class A) AAWH.U CSE 09/30/2021
WPD Pharmaceuticals Inc WBIO CSE 09/30/2021
Transcontinental Realty Investors, Inc. TCI NYSE 09/30/2021
FAX Capital Corp FXC TSE 09/30/2021
AstroNova Inc ALOT NASDAQ 09/30/2021
Marble Financial Inc MRBL CSE 09/30/2021
Middlefield Global Real Asset Fund - Unit RA.UN TSE 09/30/2021
Circa Enterprises Inc. CTO TSXV 09/30/2021
Endurance Gold Corporation EDG TSXV 09/30/2021
Ionic Brands Corp IONC CSE 09/30/2021
Tri-Star Gold Corp TSG TSXV 09/30/2021
Commerce Resources Corp. CCE TSXV 09/30/2021
Kure Technologies Inc KUR.H TSXV 09/30/2021
Synex International Inc. SXI TSE 09/30/2021
Fab Form Industries Ltd FBF TSXV 09/30/2021
Chibougamau Independent Mines Inc CBG TSXV 09/30/2021
Upco International Inc UPCO CSE 09/30/2021
Fokus Mining Corporation FKM TSXV 09/30/2021
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Adyton Resources Corporation ADY TSXV 09/30/2021
Altus Strategies plc ALTS TSXV 09/30/2021
Quizam Media Corp QQ CSE 09/30/2021
Atrion Corp. ATRI NASDAQ 09/30/2021
Trailbreaker Resources Ltd TBK TSXV 09/30/2021
Royal Road Minerals Limited RYR TSXV 09/30/2021
Earthworks Industries Inc. EWK TSXV 09/30/2021
Royal Wins Corporation SKLL CSE 09/30/2021
Goldquest Mining Corp. GQC TSXV 09/30/2021
Diamond Hill Investment Group, Inc. (Class A) DHIL NASDAQ 09/30/2021
Patriot Gold Corp. PGOL CSE 09/30/2021
Advance United Holdings Inc AUHI CSE 09/30/2021
Unisync Corp UNI TSE 09/30/2021
Mistango River Resources Inc (Class A) MIS CSE 09/30/2021
New Germany Fund Inc GF NYSE 09/30/2021
Wedgemount Resources Corp WDGY CSE 09/30/2021
Salazar Resources Limited SRL TSXV 09/30/2021
EQ Inc EQ TSXV 09/30/2021
Cushing MLP & Infrastructure Total Return Fund SRV NYSE 09/30/2021
Source Capital, Inc. SOR NYSE 09/30/2021
Kesselrun Resources Ltd KES TSXV 09/30/2021
Midpoint Holdings Ltd MPT TSXV 09/30/2021
Gold Reserve Inc (Class A) GRZ TSXV 09/30/2021
Marret High Yield Strategies Fund (Class A) MHY.UN CSE 09/30/2021
Intergroup Corp. INTG NASDAQ 09/30/2021
Visible Gold Mines Inc VGD TSXV 09/30/2021
DTF Tax-Free Income Inc DTF NYSE 09/30/2021
Utah Medical Products, Inc. UTMD NASDAQ 09/30/2021
Biglari Holdings Inc. (Class B) BH NYSE 09/30/2021
GGL Resources Corp GGL TSXV 09/30/2021
Nathan`s Famous, Inc. NATH NASDAQ 09/30/2021
Sixty Six Capital Inc SIX CSE 09/30/2021
Armata Pharmaceuticals Inc ARMP NYSE 09/30/2021
New Ireland Fund Inc IRL NYSE 09/30/2021
MFS Special Value Trust MFV NYSE 09/30/2021
Formula Systems 1985 Ltd. FORTY NASDAQ 09/30/2021
Health Logic Interactive Inc. CHIP.H TSXV 09/30/2021
Mexico Equity And Income Fund Inc MXE NYSE 09/30/2021
VOTI Detection Inc. VOTI TSXV 09/30/2021
Community West Bancshares CWBC NASDAQ 09/30/2021
Industrias Bachoco, S.A.B. DE C.V. IBA NYSE 09/30/2021
Imagin Medical Inc IME CSE 09/30/2021
Silver Spike III Acquisition Corp - Ordinary Shares (Restricted Voting) Class A SPKC.U NEO 09/30/2021
Espey Manufacturing & Electronics Corp. ESP NYSE 09/30/2021
Belgravia Hartford Capital Inc BLGV CSE 09/30/2021
Lara Exploration Ltd. LRA TSXV 09/30/2021
Parent Capital Corp PAR.H TSXV 09/30/2021
Servotronics, Inc. SVT NYSE 09/30/2021
Sarama Resources Ltd SWA TSXV 09/30/2021
Yorkton Ventures Inc YVI TSXV 09/30/2021
Infield Minerals Corp INFD TSXV 09/30/2021
Gabelli Global Utility & Income Trust. GLU NYSE 09/30/2021
Nuveen California Select Tax-Free Income Portfolio NXC NYSE 09/30/2021
AJN Resources Inc AJN CSE 09/30/2021
Inflection Resources Ltd AUCU CSE 09/30/2021
Lawson Products, Inc. LAWS NASDAQ 09/30/2021
Raindrop Ventures Inc RAYN CSE 09/30/2021
Balto Resources Ltd BAL.H TSXV 09/30/2021
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John Hancock Income Securities Trust JHS NYSE 09/30/2021
Malvern Bancorp Inc MLVF NASDAQ 09/30/2021
37 Capital Inc JJJ.X CSE 09/30/2021
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What is Wealthsimple Invest?

Wealthsimple Invest is an automated investing service. We manage your investments for you using a personalized portfolio of low-fee exchange-traded funds.

What’s the difference between Invest and Wealthsimple’s other products?

  • Wealthsimple Cash is a peer-to-peer payment platform for instantly sending money to friends and family
  • Wealthsimple Crypto is a simple and secure way to buy and sell cryptocurrencies through a personal (non-registered) account
  • Wealthsimple Tax is an easy way to file your tax return online
  • Wealthsimple Trade is a self-directed investment platform. You can buy and sell thousands of stocks and exchange-traded funds (ETFs) on major Canadian and U.S. exchanges. There are no trading commissions and no account minimums.

Get started with Wealthsimple Invest

  1. Head to https://my.wealthsimple.com/app/public/signup and create an account
  2. Select Invest from the list of products
  3. Set up your Wealthsimple profile
  4. Choose a risk profile
  5. Choose an account to open
  6. Make a deposit
  1. Download the Wealthsimple Invest mobile app on the App Store or Google Play store
  2. Sign up with an email address and password
  3. Set up your profile
  4. Choose an account to open
  5. Make a deposit
Note: To open a Wealthsimple account, you’ll need to be a Canadian citizen, Canadian resident, or have a valid Canadian visa. You’ll also need to meet the minimum age requirement set by your province.

Choose an account to open

Wealthsimple Invest offers a range of different accounts to suit your financial needs. You can open both registered and non-registered accounts.

Registered accounts
A registered account is an account that is registered with the Canada Revenue Agency (CRA) using your social insurance number (SIN). When you open a registered account, we’ll register it with the government on your behalf.

Registered accounts often have tax benefits, although they also come with certain restrictions, like contribution limits.

Non-registered accounts
A non-registered account is an account that is not registered with the government. With non-registered accounts, there are no contribution limit, no penalties, and no limits to how many you can open. However, you are taxed on every dollar you earn, including capital gains, interest, and dividends.

You can open the following non-registered accounts in Invest –

If you have one of these accounts at another financial institution and would like to transfer it to Wealthsimple, take a look at our guide to transferring your account.

Tip: Opening an account with Wealthsimple Invest is great if you want us to manage your investments for you. If you’d like to manage your investments yourself, consider opening an account in Wealthsimple Trade.

Tax-Free Savings Account (TFSA)

The tax-free savings account (TFSA) is designed to help you save and invest money without paying tax on the gains.

Although it is called a ‘savings’ account, a better name for it would be a ‘investment’ account since you can invest money in all kinds of investment products from within a TFSA. When you open a TFSA in Invest, we’ll automatically invest your funds for you based on your risk profile.

There is a limited amount you’re allowed to contribute to a TFSA each year.

The details

  • You can open multiple TFSAs in Wealthsimple Invest.
  • A TFSA must be held by one individual only. Each person has their own individual contribution limit, which cannot be combined with anyone else's.
  • You can withdraw as much money as you like from a TFSA, however the amount you withdraw will not be added back to your total contribution room until the following calendar year.
  • You can ask us to invest some of your TFSA in a ‘high-interest savings’ ETF if you plan to make a withdrawal within a shorter timeframe.
  • You can designate beneficiaries and successor holders to your TFSA.
  • There are penalties if you over-contribute to a TFSA.
  • If you are a US citizen and are considering opening a TFSA, please note that the IRS considers TFSAs to be ‘foreign trusts’ and therefore any income earned in these accounts would be considered taxable on your US tax return.
Tip: If you’re not sure whether to open a TFSA or an RRSP first, check out this guide.

Registered Retirement Savings Plan (RRSP)

A registered retirement savings plan (RRSP) account is designed to help Canadians save for retirement.

The money you contribute to your RRSP is tax-deductible. This means you can subtract the amount you contribute from your income and pay less in income taxes.

Besides saving for retirement, you can also use funds from your RRSP to buy a home or even fund your education. When you open an RRSP in Wealthsimple Invest, we’ll automatically invest your funds for you based on your risk profile.

The details

  • You can open multiple RRSPs in Wealthsimple Invest.
  • You can ask us to invest some of your RRSP in a ‘high-interest savings’ ETF if you plan to make a withdrawal within a shorter timeframe.
  • You can designate beneficiaries and successor holders to your RRSP.
  • To avoid unnecessary taxes, you should convert your RRSP to an RRIF by December 31st of the year you turn 71.

Spousal RRSP

A spousal registered retirement savings plan (Spousal RRSP) is an RRSP that can help lighten the tax load for couples with a big income disparity.

It helps you pool your retirement savings, so that the higher-income earner doesn’t have a large pile of retirement savings in their RRSP while the lower-income earner has a small pile.

Your individual contribution limit remains the same whether you have an RRSP, a Spousal RRSP, or both.

Locked-in Retirement Account (LIRA)

If you have a pension from a former employer but are not retired, you’ll need a LIRA (or an LRSP). You can't contribute to a LIRA, but you can take advantage of Wealthsimple's investment strategy for the funds in your account.

The details

  • You must convert your LIRA to a Life Income Fund (LIF) by the time you turn 71.

Registered Education Savings Plan (RESP)

A Registered Education Savings Plan lets you put money aside for a child's education. Contributing $2,500 per year will get you the full Canada Education Savings Grant (CESG) The CESG matches 20% of your contributions to an RESP up to a maximum of $500 per year. There are additional grants available for low income families and residents of certain provinces.

The details

  • Anyone can open an RESP for a child.
  • An individual can open an RESP, or you can open a joint family RESP with a spouse or common-law partner.
  • You can contribute a lifetime maximum of $50,000 per child to your RESP


Wealthsimple Save is a savings account. It currently pays 0.5% interest.

A Save account is a good choice when you need to access your funds quickly. People often use it to save for a near-term purchase, or to build an emergency fund. A Save account is a non-registered account, so you’ll need to report the interest you earn each year in your tax filing.

The details

  • There is no minimum deposit.
  • There are no fees for deposits, withdrawals or holding money in the account.

Joint Save

A Joint Save account is the same as a Save account, except that multiple people can contribute and withdraw from the account.

When it’s tax season, either owner can report the interest earned in the account, or you can split the income evenly between the two owners.

You can have multiple Joint Save accounts with different co-owners, or multiple accounts with the same co-owner.

Non-registered personal account

A non-registered personal account (or joint account) has no deposit limits or withdrawal restrictions. All the interest, dividends, and capital gains that you earn in a non-registered account will have an impact on your tax reporting.

People often use this type of account once they have hit their contribution limit in their RRSPs and or TFSAs.

The details

  • When you open a non-registered account, we have to take a few extra steps to verify your identity as these accounts are not registered with the Canada Revenue Agency (CRA). We perform this extra step of verification to protect our clients' identities and for anti-money laundering (AML) purposes.


You can open a Save account or a non-registered investment account under your business’s name.

Frequently asked questions

  • Why is my SIN required to open an account with Wealthsimple?
    All registered accounts (such as a TFSA or RRSP) must be registered with the CRA. In order to register these accounts with the CRA, we require your SIN. Additionally, all non-registered accounts require that we verify your identity with a third-party credit reporting agency to follow FINTRAC identity verification rules, which also requires your SIN.

  • Should I open a TFSA or an RRSP?
    If you’re not sure whether to contribute to a TFSA or an RRSP first, take a look at our guide: RRSP vs TFSA: What’s the Better Choice?

  • Can I get further investment advice from Wealthsimple?
    If you’re not sure which account is right for you, consider reaching out to our team of fiduciary advisors for help. You can book time with us here.

Wealthsimple's investment philosophy

Wealthsimple Invest is designed to help you achieve financial freedom by giving you easy, low-cost and transparent financial tools.

Every time you open an account, we’ll help you choose the right portfolio for your investment goals. In the background, we take care of the hard stuff like asset allocation, automatic rebalancing and tax management.

Wealthsimple Invest works based on the following principles -

  1. Diversify your assets
  2. Tune out the noise
  3. Keep costs low

1. Diversify your assets

History shows that when you try to predict the future – by picking stocks, for example – rather than investing in a highly diversified way, you are more likely to underperform the market.

With Invest, we don’t try to time or predict the market, but instead hold assets that will perform well at different times. This style of investing results in smoother, more attractive returns over time.

Wealthsimple’s portfolios are designed by an expert team of investors who make sure your portfolio will be resilient across market environments and cycles. We diversify our portfolios across asset classes and geography and have a bias towards higher quality, more resilient assets.

2. Tune out the noise

When you sign up for Wealthsimple Invest, we’ll ask you about your investment experience, financial circumstances, what you're saving for, and when you need to access your funds.

This helps us customize your portfolio to your specific timeline and risk profile.

Our goal is to help you invest your funds in a way that maximizes your chances of making a positive return, while minimizing the chances that you’ll lose money by the time you need to access your funds.

This way, you can tune out the news headlines and weather any bad times knowing that you’ve taken on the right level of risk for your situation and have given yourself the right amount of time to bounce back from any losses.

Tip: You can learn more about this topic in our guide to understanding risk and investment timelines.

3. Keep costs low

While most mutual funds in Canada charge more than 2% a year, Wealthsimple Invest charges between 0.4% - 0.5%. Over the course of many years, these fees can make a huge difference to your returns.

Wealthsimple Invest is so much cheaper than mutual funds because we frequently use ETFs to track entire genres of investments. Unlike mutual funds, we aren’t trying to guess individual winners in the stock or bond markets and so our portfolio managers don’t need to make large numbers of trades – and trading is what costs money.

We’ll always choose the right ETF for you given your tax situation, any embedded capital gains you may have, and your account type.

We aim to optimize for withholding taxes within a fund and provide you with the lowest total cost of ownership. For example, we use certain ETFs traded on US exchanges for RRSPs, but use Canadian-listed ETFs for TFSAs.

We also negotiate on your behalf with ETF providers to reduce your management expense ratio fees (MER).

Note: Wealthsimple is a discretionary manager. That means we can execute trades on your behalf without asking you to confirm each time. This allows us to optimize your portfolio on an ongoing basis – and allows us to get the best prices by moving quickly.

Transfer an investment account into Wealthsimple from another banking institution

You can transfer your existing investment account at another banking institution into one of Wealthsimple’s investment products. It generally takes 2 - 4 weeks to complete a transfer.

Tip: Institutions typically charge a $50 – $150 administrative fee to transfer your account. We will reimburse this fee if your transfer is greater than $5,000 in value.

Set up your transfer

Transfer into Wealthsimple Invest
Wealthsimple Invest is our automated investing service that manages your investments for you. There are lots of different types of accounts you can transfer into Invest –

Transfer into Wealthsimple Trade
Wealthsimple Trade is our commission-free trading service. It’s a good choice if you’re looking to actively manage your portfolio yourself.

Note: If your cash balance or holdings are in USD, we will automatically convert the USD into CAD upon receipt.

Transfer timelines

Most transfers take 1 - 4 weeks to complete, although in some cases it can take up to 8 weeks if the transfer is more complex. Here are some of the things that extend transfer timelines –

The transfer method
An institution will transfer your funds to Wealthsimple as either an electronic funds transfer or as a cheque in the mail. An electronic funds transfer is typically much faster than a cheque in the mail.

Mis-matched information
When the information we have on file doesn’t match what your banking institution has, it can introduce a delay into the process. Common reasons for mis-matched information include –

  • Information in your Wealthsimple account – like your account number, full name, SIN, residential address and date of birth – doesn’t match the information your bank has on file.
  • Your digital signature is dramatically different from the signature your banking institution has on file.
  • You’re transferring one account into a different type of account.

Note: You can also view and cancel your pending transfers.

Tips for a successful transfer

  • Make sure the information in your Wealthsimple account matches the information your bank has on file
    Double-check that your account number, full name, SIN, residential address and date of birth are up to -date. Ask your bank to update your details if the information doesn’t match. Alternatively, send us an email and we can amend the transfer form for you.

  • Create the most accurate digital signature you can
    If you notice that the signature on your transfer form is drastically different from your regular signature, then it is possible that your financial institution may reject our request.

  • Be aware of transfer fees from your institution
    Your institution may charge a transfer fee of up to $150, and this will be deducted from your account value. If there are insufficient funds to cover the transfer fee, then your bank may reject the transfer request.

  • Make sure you’re transferring into the same type of account
    When transferring investment accounts, it is important that the account you have with your bank matches the investment account you have at Wealthsimple. For example: if you're transferring a Spousal RRSP, make sure you open a Spousal RRSP at Wealthsimple.