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Wealthsimple Tax

The smartest place to file your taxes

From auto-fill to auto-save, Wealthsimple Tax makes filing quick, seamless, and (almost sort of) enjoyable.

Better than your bank

Get a no-monthly-fee chequing account, high-interest savings, and smart investing products to build long-term wealth.

The best of chequing & saving

Earn up to 2.75% in interest, with no everyday account fees. Plus, access your cash from ATMs Canada-wide and we’ll cover the fees up to $5.

Low-fee trading

Build your own portfolio with over 14,000 stocks, ETFs, and options, commission-free. Plus, trade over 90 cryptocurrencies, too.

Expert portfolios

Access pre-built, customizable portfolios and investment strategies once reserved for the ultra-wealthy, now available to more Canadians.

3 million+

Canadians trust us to manage and grow their wealth

$50+ billion

Assets under administration, and growing every single day

$1 million

Eligible coverage with CDIC for chequing and CIPF for investments

Your bank’s fees are holding you back

Wealthsimple helps you save, grow, and keep more of what’s yours.

Attribute
Wealthsimple
The blue bank
The green bank
The red bank
Monthly account fees$0$6.00$6.45$3.95
Chequing account interest1.75%–2.75%0%0%0%
Max trading commission fees$0$9.95$9.99$9.99
Management + MER fees0.64%1.87%1.93%2.04%

For more information on how we calculate the rates in this chart, read the full disclaimer here.

Do more with your money, your way

The tools you need to spend, save, and invest smarter — all in one place.

Meeting you where you’re at

Speak to an advisor

Premium and Generation clients have access to goal setting and financial planning.

Connect with our team

Have account-related inquiries? Our team is here to support you.

Self-serve help

Find answers to your investing questions in our help centre, personal finance how-tos, or right in the app.

Photograph of one of Wealthsimple advisors, Zoe, speaking to a client.

Zoe Wolpert, Advisor, CIM® (Chartered Investment Manager)

Screen showing the simple account-transfer experience.

Switching is simple, fast, and totally free

1. Open your account in minutes

Download the app or join online, then set up the accounts you want to move.

2. Start a transfer

Choose an in-kind or cash transfer. We’ll guide you every step of the way.

3. Let us cover the fees

Bring over $25,000 and we’ll reimburse any transfer-out fees once your money lands. Conditions apply.

Show your money its worth

Join the 3 million Canadians choosing Wealthsimple as a trusted place to invest, trade, save, and more.