How do I add a beneficiary recipient to my Wealthsimple accounts?

To add a beneficiary to your Wealthsimple accounts, simply fill out the beneficiary form for each of your corresponding account types (found at the bottom of this FAQ) and upload it to your account here.

When filling the forms, you can find your account numbers at any time in the My Documents section of our website. They are listed in each of your trade confirmations, monthly statements, and Investor Policy Statement.

Once completed, please upload them securely to your account. Once you've uploaded this documentation, please email support so we can complete this change request.

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