Browse help topics

• Tax Support Center

  Information on tax forms, deadlines, and other helpful topics to ensure your tax filing goes smoothly

• Wealthsimple 101

  General information on Wealthsimple, including fees, security and contact information

• Investing 101

  Wealthsimple's investment strategy, portfolio details & historical performance

• Your Wealthsimple Profile

  Managing your personal profile, statements, and earned credit

• Account Opening & Maintenance

  Detailed information on opening and closing accounts

• Funding an Account

  Transferring money from a bank account, existing investment accounts and between Wealthsimple accounts

• Wealthsimple Save

  All about Wealthsimple Save.

• Financial Advice

  General financial advice to help sharpen your financial knowledge.

• Wealthsimple Black

  Programme features and how to qualify

• Qualified Accounts

  Traditional IRAs, Roth IRAs and SEP IRAs

• Your Account

  A detailed Help Center for clients