How I move my accounts from Wealthsimple Canada to Wealthsimple USA

We're pleased to announce that Wealthsimple is fully operational in both Canada and the United States! For our clients who relocate between the two countries, this can mean a much smoother transition of your investment accounts be keeping the on the same platform. Here's how it's done.

To move your accounts to from Canada to the US or vice-versa, you will need to start by opening a Wealthsimple account registered in the country you're moving to. You can do this by signing up at https://my.wealthsimple.com/app/public/region and selecting your new country of residence.

One thing to note is that you'll need to use a different email address for your second Wealthsimple account.

Once you have opened your new Wealthsimple account, you can transfer assets from your other geography by creating a request with our support team.

Please note that if you are transferring a registered investment account, there are special tax implications that should be considered. Feel free to contact us if you have any questions about this.

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