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. 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 1-855-782-3559 or email help@wealthsimple.com.

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