Getting Started
Everything one needs to know in order to get set up with an account and start trading.
The Basics
- Who can open a Wealthsimple Trade account?
- What's the difference between Wealthsimple Trade and Wealthsimple Invest?
- Do I have to be a Wealthsimple Invest client in order to join Wealthsimple Trade?
- Is Wealthsimple Trade regulated? Are my accounts protected?
- Is it really $0 commission? How does Wealthsimple Trade make money?
- Is there a minimum amount I'm required to deposit?
Waitlist Inquiries
- When will Trade be available to everyone?
- Why is Wealthsimple using a waitlist to launch Trade?
- Is there an expected timeline on when I'll receive my invitation if I'm on the waitlist?
- How will I know if I can start using Trade?
Starting Your Profile
- How do I set up a new Wealthsimple Trade profile?
- What will I need in order to set up my profile?
- How many Wealthsimple Trade accounts can I open?
Making your first deposit
- How do I link my bank account to my profile?
- When will the funds from my deposit appear in my account?
- How do I view pending deposits?
- Can I transfer accounts or assets from another institution?
- Can I transfer funds from my Wealthsimple Invest accounts to Wealthsimple Trade?