Using Wealthsimple Trade
Explanations around how to complete different transactions on the platform.
Transfers
- What happens if Wealthsimple doesn’t support the assets I want to transfer?
- Best practices to prevent transfer rejections
- Will I get taxed when I transfer my RRSP or TFSA?
- What's the difference between “in cash” and “in kind” transfers?
- Will Wealthsimple Trade reimburse transfer fees?
- How do I transfer my investment account to another institution?
General
- What type of assets can I purchase?
- How do I find my account number?
- How do I access my account documents?
- How do I access my trade confirmation statements?
Funding your account
- Which bank accounts can I link to my profile?
- How to add & remove a bank account
- How do I set up a deposit?
- How do I request a withdrawal?
- How do I cancel a pending deposit to my account?
- Why are my available to trade & available to withdraw amounts different?
Trading & Account Activities
- Why can't I find the particular stock or ETF I'm looking for?
- Can I invest in a company on the day of its Initial Public Offering (IPO)?
- Why did my order fill at a different price than expected?
- Why was my market order cancelled?
- Why was my limit order cancelled?
- How do I view details for each of my accounts?
Managing your Profile & Accounts
- How do I open a new account on my Trade profile?
- Adding a Beneficiary to your TFSA & RRSP accounts
- How do I update my password or login PIN?
- Where can I find my monthly statements?
- How do I update my personal information?
- Can I name a beneficiary to my Personal account?
TFSAs & RRSPs
- Do I need to open a new TFSA or RRSP account on Wealthsimple Trade if I already have one open on my Wealthsimple Invest profile?
- Will my Wealthsimple Invest TFSA or RRSP tracker work for Wealthsimple Trade?
- Can I trade US stocks & ETFs in a TFSA?
- Will my contribution room be affected if I incur a loss in my TFSA or RRSP?
- Can I have a joint TFSA?
- What happens if I've over-contributed to my TFSA?
Withdrawals
- How do I request a withdrawal?
- What happens to my TFSA contribution room when I make a withdrawal?
- Why is there Withholding Tax when I try to withdraw from my RRSP?
- How do I withdraw from my RRSP under the Home Buyers' Plan?
- How do I withdraw from my RRSP under the Lifelong Learning Plan?
IPO Resources
- Can I invest in a company on the day of its Initial Public Offering (IPO)?
- New issues on Wealthsimple Trade