Information you provide when you contact us If you reach out to a customer service agent or advisor you may be asked for information that identifies you (such as your name, address, or a phone number), along with additional information we need to help us promptly answer your question or re...
If you have any questions about how the Wealthsimple RRSP or TFSA work, their online chat feature (or their old school phone assistance) will be able to efficiently answer any questions you might have about where to contribute or how to use the platform. About the only questions their first...
As fees and commissions can be subject to change, traders should check the broker’s official website or contact customer support for the latest and most accurate information regarding trading commissions. Wealthsimple Commission is ranked good with an overall rating of 8.5 out of 10based on our ...
Phone Number Employment information Once you’ve linked a bank account, you can move money into your account (you should be able to deposit up to $1500 instantly, but larger transactions can take about 3 days) and then begin investing. ...
Contact our team Even more ways to grow your wealth FHSA Save up to $40,000 toward a down payment and keep any gains tax-free. One place for all of your finances. Find all Wealthsimple account types here.
Wealthsimple Invest has its own app, which is also streamlined and easy to navigate. You can view your asset allocation, monitor your performance, and contact Wealthsimple’s investment team. While both platforms are well-designed and intuitive, we do give extra props to Wealthsimple for adding ...
2) The advantage of having a defined contact person as your long-term advisor is really nice. 3) 80 different portfolios to invest in is by far the most amongst Canadian robo advisors. 4) I love the target-date RESP accounts. I recommend them to many of my friends that don’t want ...
2) The advantage of having a defined contact person as your long-term advisor is really nice. 3) 80 different portfolios to invest in is by far the most amongst Canadian robo advisors. 4) I love the target-date RESP accounts. I recommend them to many of my friends that don’t want ...
Eventually after asking for manager contact information we were told they would do the reimbursement as a “favour.” I was pretty shocked by their approach and poor customer service and now have second guessed our decision after transferring all of our accounts there. I hope others have better...