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  1. Wealthsimple
  2. Qualified Accounts

Qualified Accounts

Traditional IRAs, Roth IRAs and SEP IRAs

Traditional & Roth IRA

  • Will I get taxed when I transfer my existing IRA from another financial institution?
  • How do I withdraw from my IRA?
  • How do I withdraw from my Roth IRA?
  • How do I withdraw from my Traditional IRA?
  • How much can I contribute to my Traditional or Roth IRA?
  • Can I transfer an existing IRA to Wealthsimple?
See all 7 articles

SEP IRA

  • What is a SEP IRA?
  • How can I contribute to a SEP IRA?
  • How do I withdraw from my SEP IRA?
  • How much can I contribute to a SEP IRA?
See all 4 articles

Tracking Contributions

  • How do I set up IRA contribution tracking?
  • Does the tracking feature take into account my contribution room including all my scheduled contributions?
  • If I have multiple IRAs at Wealthsimple, does the tracking feature keep track of all my IRAs together?
  • Does the tracking feature keep track of contributions to accounts outside of Wealthsimple?
See all 4 articles
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