Find your monthly statements

In this article:

Overview

Monthly statements are generated and made available to you on or before the 8th business day of the following month. This means that this month's statement will be available by the 8th business day of next month.

Your monthly statements and all of your other documents are available from the Documents section of your web profile, under the Statements folder. Statements are available in PDF and CSV files.

You can also bulk download your monthly statements in CSV format in a ZIP file.

We can also help you get your statement sooner or provide a custom statement in specific circumstances.

Note: Wealthsimple is entirely paperless and doesn't provide physical copies of monthly statements. 

How to find your monthly statements

Web Wealthsimple app

Wealthsimple Trade, crypto, and chequing accounts

  1. Log in to your Wealthsimple profile
  2. Select the Profile menu in the bottom left corner
  3. Select Documents from the menu
  4. Select the Statements folder from the left rail
  5. Open the Accounts dropdown in the header and select your desired account(s)
  6. Your available monthly statements will populate, showing the name, date, and account for each
  7. Select the PDF or CSV button on a statement's row to download it directly
Note: Chequing account statements are only available from September 2023 onwards.

Managed investing accounts

  1. Log in to your Wealthsimple profile
  2. Select the Profile menu
  3. Select Settings from the menu
  4. Choose Accounts from the options
  5. Select an account
  6. Select Monthly statements
  7. View the available Monthly statements for the selected account
Note: Monthly statements for managed accounts are only available when you're logged into Wealthsimple in your web browser.
  1. Log in to the Wealthsimple app
  2. Tap the Profile (person) icon in the top right corner
  3. Tap the Settings (gear) icon in the top right corner
  4. Select the Accounts menu item
  5. Choose your desired account
  6. Under the Documents section, choose Monthly statements
  7. Review the available Monthly statements for the selected account(s)
Tip: To find statements for a closed or archived account, open the Accounts dropdown and select the Closed / Archived section.

How to bulk download your monthly statements

Follow these steps to bulk download your monthly statements on web:

  1. Log in to your Wealthsimple profile
  2. Select the Profile menu in the bottom left corner
  3. Select Documents from the menu
  4. Click Custom download in the top right corner
  5. Select Bulk download monthly statements as the document type
  6. Select your desired document format (CSV or PDF)
  7. Select your desired Start date and End date
  8. Select Next
  9. Check each account to include in the bulk download
  10. Select Download CSV or Download PDFs
  11. View the ZIP file containing your statements in your downloads folder

Request a custom statement

Please contact our support team if you need a custom statement. Common reasons include:

  • Mortgage purposes
  • Permanent resident applications
  • Other time constraints that require 30 or 90-day statements
  • The corporate fiscal year-end falls outside the traditional calendar year
Note: An example would be the Custom activity statement, which lists transactions (such as deposits, buy/sell orders, and dividends) within the specified time period for the desired account(s). It doesn't show account balances.

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