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Tax Support Center
Information on tax slips, deadlines, and other helpful topics to ensure your tax filing goes smoothly
General information on Wealthsimple, including fees, security and contact information
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
All about our Smart Savings
General financial advice to help sharpen your financial knowledge.
Programme features and how to qualify
Traditional IRAs, Roth IRAs and SEP IRAs
A detailed Help Center for clients
- Contact us: Who can I talk to?
- How do I open a Wealthsimple account?
- How do I fund my Wealthsimple account?
- How do I move my 401k or other employer sponsored plan to Wealthsimple?
- 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 do 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's a Smart Savings account?
- What is Wealthsimple Black?
- What is a SEP IRA?