The Wealthsimple
Stocks and Shares ISA

Tax-free, personalised and low-cost

Open or transfer an ISA

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What's inside

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Personalised portfolio

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Tax-free and low-cost

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Human advice

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Why everyone should have a Stocks and Shares ISA:

  • Low fees - Our fees are transparent and a fraction of what most investment managers charge.
  • Personalised portfolio - We combine our intuitive technology with access to certified investment advisers, to build you a customised portfolio tailored to your specific goals.
  • Nobel Prize research - We use Modern Portfolio Theory to track the market instead of picking individual stocks
  • Invest on your terms - You can open also open a Junior ISA for each of your children (and save up to £4,128 a year tax-free) and a Socially Responsible Investing portfolio to help you do well by doing good.

Open or transfer an ISA

Pricing that's always transparent

Start an account with no minimum and pay a fraction of the fees traditional advisers charge. You’ll never pay any costs for trading, account transfers, or rebalancing.

Pricing that's always transparent

Start an account with no minimum and pay a fraction of the fees traditional advisers charge. You’ll never pay any costs for trading, account transfers, or rebalancing.

Open or transfer an ISA

Wealthsimple Basic

$0-$100K 0.5% Fees
  • First $5K managed free
  • Automatic rebalancing
  • Auto-depositing
  • Dividend reinvesting
  • Personalized portfolio
  • Human financial advice
  • First $5,000 managed free
  • Automatic rebalancing
  • Personalized portfolio
  • Auto-depositing
  • Expert financial advice
  • Dividend reinvesting
  • Open or transfer an ISA

Wealthsimple Black

$100K+ 0.4% Fees
  • All basic features
  •  
  • Lower fees
  • Tax-loss harvesting
  • VIP airline lounge access
  • Goal-based planning
  • Lower fees and tax efficiency
  • Goal-based planning
  • VIP airline lounge access
  • Open or transfer an ISA

Your money is safe here

Security is our top priority. We protect your assets with the highest degree of protection possible.

  • State-of-the-art security and encryption
  • Over 50,000 clients globally
  • We manage more than $1 billion in assets
  • CIPF protected up to $1,000,000