How do I open a Wealthsimple account?

So glad you asked! Opening an account is really easy and can be done in a few short steps:

  1. First, complete the online application. From our homepage, click “Get Started” and following the prompts. You'll give us some basic information, answer a few questions about your previous investment experience and e-sign one or more Investment Management Agreements.
  2. Bank verification: Upload a bank statement, screenshot of your bank account or void cheque to verify your banking information.
  3. Suitability call: If you're investing $5,000 or more, regulations require that you have what's called a “suitability call” with one of our Portfolio Managers. It's a short conversation about you, your investment goals and your previous investing experience to make sure we're doing what's best for you.
  4. That's it! Your account should be up and running within 5 business days.

If you get stuck and need a little help, please give our Relationship Management team a call at 1 (855) 510-8948 or email support@wealthsimple.com.

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