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  1. Log in to Wealthsimple to grow your money like the world's most sophisticated investors.

  2. Show your money its worth. Join the 3 million Canadians choosing Wealthsimple as a trusted place to invest, trade, save, and more. Smart investing products and personalized advice to build long-term wealth. Low-fee managed investing, commission-free trading, and high-interest chequing and savings.

  3. Login and password. Update your two-step verification (2FA) in Tax. Update your settings on Wealthsimple Tax.

  4. It's quick and easy to get started with Wealthsimple Tax. If you're a Wealthsimple client, we'll automatically enter some data that we have on file, like your name and address. If you have a CRA My Account, you can auto-fill all of the information the CRA has there for you, like your T4 or T5 slips.

  5. Sign in to your Wealthsimple account. Select your Profile icon in the top right corner. Choose Documents from the drop-down menu. Open the Document type menu on the right. Select Tax documents from the menu. Review the available tax documents.

  6. Get the Wealthsimple app. Scan the QR code above to start investing, saving, and spending with Wealthsimple. Not ready to download the app? Sign up on the web

  7. Start trading instantly. Sign up and get started in minutes — there’s no need to wait for funding. Core clients can instantly deposit up to $50,000 and Premium and Generation clients up to $250,000. And with no account minimums, you can trade at your own pace.

  8. Join over 3 million Canadians who choose Wealthsimple to save for retirement, their first home, and more.

  9. Help Centre. How can we help? Find information by topic. Get Started. Open an account and review financial information. 1% Match Offer. Everything you need to know about our 1% Match Offer. Move Money. Move funds in and out of Wealthsimple. Investing. Get help with managed and self-directed investing. Spend.

  10. View your activity, update your information and learn about the security of your account.

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