Using Wealthsimple Trade
Explanations around how to complete different transactions on the platform.
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
- Can I invest in a company on the day of its Initial Public Offering (IPO)?
- Why can't I find the particular stock or ETF I'm looking for?
- How do I view details for each of my accounts?
- Is it possible to day trade?
- How long does it take for an order to complete?
- How to search for a stock or ETF
Managing your Profile & Accounts
- How do I open a new account on my Trade profile?
- 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 account?
TFSAs
- Do I need to open a new TFSA account on Wealthsimple Trade if I already have a TFSA account open on my Wealthsimple Invest profile?
- Will my Wealthsimple Invest TFSA 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?
- Can I have a joint TFSA?
- What happens if I've over-contributed to my TFSA?
IPO Resources
- Can I invest in a company on the day of its Initial Public Offering (IPO)?
- New issues on Wealthsimple Trade