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Browse help topics
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Tax Support Center
Information on tax slips, deadlines, and other helpful topics to ensure your tax filing goes smoothly
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Wealthsimple 101
General information on Wealthsimple, including fees, security and contact information
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Investing 101
Wealthsimple's investment strategy, portfolio details & historical performance
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Your Wealthsimple Profile
Managing your personal profile, statements, and earned credit
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Account Opening & Maintenance
Detailed information on opening and closing accounts
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Funding an Account
Transferring money from a bank account, existing investment accounts and between Wealthsimple accounts
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Financial Advice
General financial advice to help sharpen your financial knowledge.
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Wealthsimple Black
Programme features and how to qualify
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Qualified Accounts
Traditional IRAs, Roth IRAs and SEP IRAs
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Smart Savings
Overview of our Smart Savings account
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Your Account
A detailed Help Center for clients
Featured articles
- Contact us: Who can I talk to?
- How do I open a Wealthsimple account?
- How do I fund my Wealthsimple account?
- How do I transfer an existing account to Wealthsimple?
- How do I move my 401(k) or other employer sponsored plan to Wealthsimple?
- How do I add or change my banking details?
- How to I set up automatic recurring deposits (PACs)?
- How to set up a one time contribution?
- How do I transfer money from a checking account?
- What is Wealthsimple Black?
- What is a SEP IRA?
- What's a Smart Savings account?