How will I access my Tax Statements?

If you held investments outside an ISA or JISA during this tax year (eg. a personal investment account), income from these investments is taxable. 

For existing Wealthsimple clients, your Annual Tax Report will be made available for download via the My Documents section in your Wealthsimple profile under the Taxes tab. To navigate to the My Documents section, please sign in to your Wealthsimple profile via an online browser (e.g. Chrome or Safari) as this is currently not available via the app. Once signed in, click your name in the top right corner and select My Documents from the dropdown menu. You'll be able to select the Taxes tab on the top left!