Update your profile
- Update your personal information and settings
- Adjust your maximum idle time
- Log in to your Wealthsimple profile
- Accessing your Wealthsimple app and accounts while travelling
- Update your display and haptics settings
- Update your notification and shareholder communication settings
- Update your password or quick access method
- Add a beneficiary or successor to your registered account
- Add a Trusted Contact person
- Add or update a beneficiary in your managed Registered Education Savings Plan (RESP)
- Estate settlement process
- Canadian Investment Regulatory Organization (CIRO) firm employee compliance requirements
