If you held investments in a personal account during the tax year, you may be liable to pay tax on any income and/or capital gains made from the funds within this account .

If you made gains in excess of £500, we will automatically provide you with a tax statement in July following the tax year (i.e. for the 2019/20 tax year, you would receive your Annual Tax Report in July 2020). 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!

If you have not made gain in excess of £500, but still require a tax statement, please contact support@wealthsimple.com and we will be more than happy to provide you with this!