How do I open a Wealthsimple account?

So glad you asked! Opening an account is really easy and can be done in a few short steps:

    • First, complete the online application. From our homepage, click “Get Started” and follow the prompts. You'll give us some basic information, answer a few questions about your investment objectives and previous investment experience
    • Suitability: We'll assess your information and provide a personalised investment recommendation to you.
    • If it feels right, you'll agree and confirm the legal bits including an Investment Management Agreement. If you want to talk to us first, please give us a call! We'd love to chat. 
    • You'll then decide what kind of accounts you want to open, and how and when you want to fund the accounts, either by a debit card payment, direct debit, bank transfer or transfer from another account.
    • That's it! Your account should be up and running within a couple business days. 

If you get stuck and need a little help, please give our Relationship Management team a call on 0800 808 5653 or email us at support@wealthsimple.com

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