Guides

Wealthsimple Guides for Canadians

Independent, plain-language guides covering Wealthsimple accounts, registered plans, investing, transfers, and tax.

How to Open a Wealthsimple Account

Walk through every step of opening a Wealthsimple account, from signup to first deposit.

Understand how Tax-Free Savings Accounts work inside Wealthsimple.

Plan your retirement contributions and deductions with confidence on Wealthsimple.

Combine the best of a TFSA and RRSP to save for your first home.

Understand how Wealthsimple Tax works and file your Canadian return with confidence.

Brand-new to Wealthsimple? Start here with a beginner-friendly walkthrough.

Use low-cost ETFs to build a diversified Wealthsimple portfolio.

Trade Canadian and US stocks responsibly on Wealthsimple Trade.

Move existing accounts to Wealthsimple without losing tax shelter.

Move money out of Wealthsimple safely, with tax and timing in mind.