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  1. Log in. Forgot password? Don't have an account? Log in to Wealthsimple to grow your money like the world's most sophisticated investors.

  2. Our tax platform searches hundreds of credits and deductions to find the ones most relevant to you, then automatically applies them to help get you the best return. Save time and auto-fill your info. Easily import tax slips from the CRA or Revenu Québec in a matter of seconds.

  3. Downloading your tax slips from Wealthsimple. Follow the links below to download your tax slips from Wealthsimple. Get your tax slips for your managed investing & Save accounts; Get your tax slips for your self-directed investing accounts; Automatically import your tax information

  4. Login and password. Update your settings on Wealthsimple Tax. Want to talk to a human? Our Client Success team is here to help. Contact us.

  5. You can use a CRA-certified tax software to file your taxes online for both provincial and federal taxes. Once you complete your tax filing in one of these approved apps, the software will connect to NETFILE and submit your return electronically.

  6. Find your tax documents. Follow these steps to view your tax documents: Wealthsimple app Web. Sign in to the Wealthsimple app on your mobile device. Tap the Profile icon in the top right corner. Tap the Settings (gear) icon in the top right corner. Select the Accounts menu item. Choose an account.

  7. Nov 15, 2023 · 1. Gather your tax documents. Grab your slips and receipts. If you aren’t sure what you need, you can use our handy checklist to collect all the documents that you’ll need to file your tax return. 2. Enter your personal information.

  8. sso--cdn-wealthsimple-auth.webflow.ioLogin | Wealthsimple

    CIPF Protection: Wealthsimple accounts are protected by the Canadian Investor Protection Fund (CIPF), which provides coverage of up to $1 million in case of insolvency. Secure Data Centers: Wealthsimple's servers are housed in secure data centers with 24/7 monitoring and advanced physical security measures.

  9. sso-cdn--wealthsimple-auuth.webflow.ioLogin | Wealthsimple

    Once your account is set up, logging in is straightforward: Open the Wealthsimple App or Visit the Website: Launch the app on your mobile device or go to the Wealthsimple website. Enter Your Credentials: Enter the email address and password you used to create your account.

  10. This guide is designed to help you get ready to file your 2023 taxes. Below, you’ll find the most important information you need to know heading into tax season. Available tax slips and when to expect them. Automatically import your tax information. Contributions to registered accounts.

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