Customer Service 4.6 Wealthsimmple Tax Review Summary: Looking for a simple way to file your taxes? Wealthsimple Tax (formerly SimpleTax) could be just the thing you need. Filing taxes isn’t fun by any means, but this convenient and easy to use tax filing tool makes it as painless ...
Customer Service Easy to access (human) advisors Easy to access (human) advisors Additional Services Bank accounts Mortgages Loans and lines of credit Wealth management Credit cards Wealthsimple Trade Wealthsimple Crypto Wealthsimple Tax Wealthsimple Spend Promo None $50 sign-up bonus Sign Up...
Simpletax Software Inc. Wealthsimple Investments Inc. Wealthsimple Media Inc. Wealthsimple Mortgage Services Inc. What does this policy apply to? Wealthsimple products and services, including Cash, Tax, Self-directed Investing, Invest, and Crypto (the “Products”) available through the Wealthsimple app...
No software is perfect which is why we put together a list of disadvantages when using Wealthsimple Tax. Since it’s free, it doesn’t include features you’d expect in a premium, paid tax preparation software. Some disadvantages in using this software include: #1. No Immediate Customer Suppo...
Management fee: Wealthsimple receives a management fee for the portfolios that it manages for customers. It receives a fee of 0.50% for portfolios with a balance under $99,999 and a fee of 0.40% for portfolios with a balance over $100,000. These fees are also assessed for thetax-free sa...
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Retirement accounts & tax-savings:In addition to individual, joint and business accounts, Wealthsimple Canada offers five types of retirement and other tax-efficient accounts, including a registered retirement savings plan (RRSP), tax-free savings account (TFSA), registered education savings plan (RESP...
Based on our findings, the broker offers a range of account types to suit diverse financial needs. These include account types such as theRegistered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA), First Home Savings Account (FHSA), Non-registered Account, and others. ...
Canadian clients can also use Wealthsimple as a tax filing service in yet another step towards becoming Canada's all-in-one financial platform. Cash Management Wealthsimple robo-advisor accounts are intended to be fully invested, so there are no cash management features. Wealthsimple Spend and Save...
Automatic Tax loss harvesting for accounts over $100,000 Wealthsimple Performance According to Wealthsimple’s website, their approach is all about managing what is within the investor’s control: “Expected returns are impossible to predict and out of your (and our) control. We prefer to focus...