Skip links

Contact

Wealthsimple employeeWealthsimple employeeWealthsimple employee

Need help? We’re here for you. Our Clients Success team and Portfolio Managers are here to answer all your questions - from transferring an account to making a financial plan.

Reach us by email

You can contact us at anytime 24/7.

Submit a request

Reach us by phone

Open now

You can reach our client success team by phone at 1-855-255-9038

Monday-Friday: 9am - 5:30pm (EST)
Saturday & Sunday: Closed (Email us and we’ll get back to you soon)

Products

Resources

About

We're building the world's most human financial company.

Last Updated: April 21, 2021

We provide investment services and other financial products through several affiliates.

Wealthsimple Trade is offered by Canadian ShareOwner Investments Inc. (“ShareOwner”), a registered investment dealer in each province and territory of Canada, a member of the Investment Industry Regulatory Organization of Canada (IIROC) (www.iiroc.ca) and a member of the Canadian Investor Protection Fund (CIPF) (www.cipf.ca), the benefits of which are limited to activities undertaken by ShareOwner.

Wealthsimple Invest and W4W are offered by Wealthsimple Inc., a registered portfolio manager in each province and territory of Canada. Assets in your Invest and W4W accounts are held with ShareOwner.

Wealthsimple Crypto is offered by Wealthsimple Digital Assets Inc. (“WDA”), a registered restricted dealer in jurisdictions other than Québec. In Québec, WDA is registered as a derivatives dealer. Crypto-assets are not protected by the Canadian Investor Protection Fund, the Canadian Deposit Insurance Corporation or any other investor protection insurance scheme.

Wealthsimple Cash is offered by Wealthsimple Payments Inc., a FINTRAC registered money services business. Funds used to send, receive or spend money in your Cash account are held in a Wealthsimple Save account. Wealthsimple Save is offered by Canadian ShareOwner Investments Inc. ShareOwner is a member of the Investment Industry Regulatory Organization of Canada. Customer accounts held at ShareOwner are not protected by CIPF. Wealthsimple is not a member of IIROC nor a member of CIPF.

All cash balances from your Wealthsimple Cash and Save account(s) are held in trust at a Canada Deposit Insurance Corporation (CDIC) member institution. CDIC is a federal Crown corporation. CDIC is not a bank or a private insurance company. CDIC protects eligible deposits held at CDIC member institutions in case of a member’s failure. For eligible deposits held in trust at a CDIC member institution, CDIC insures up to $100,000 for each beneficiary named in a trust, provided certain disclosure rules are met. Coverage is free and automatic. For more information on how CDIC trust protection works, click here.

Wealthsimple Tax is offered by SimpleTax Software Inc. under the terms of our Wealthsimple Tax User Agreement.

With any investment, your capital is at risk. The value of your portfolio with Wealthsimple can go down as well as up and you may get back less than you invest. Past performance is no guarantee of future results. Read our investment risk disclosure for more information.

For further details see our Legal Disclosures. By using this website, you accept our Terms of Use and Privacy Policy.

© 2021, Wealthsimple Technologies Inc. All Rights Reserved.