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Wealthsimple
4.5/5
Personalized portfolio
Take our risk survey and get a diversified investment portfolio specific to your goals.
Automatic rebalancing
We continually monitor to make sure your investments are on track.
Expert financial advice
You can call or email us any time you need money advice. Our financial advisers are always available when you need them.
Loogart
Since using Wealthsimple, my fear about investing and drawbacks about waiting for my banking specialist to get back to me have disappeared. I love understanding what I’m doing...
Andrew
Overall, easy to use. I feel to make the app safer, would be to disable preview when scrolling through my recent apps screen.
Mark
I love these guys. They are so helpful and friendly. investment wise, well it is relatively early days for me so will see over time but service has been great. So its been a while now and I am still really pleased with Wealthsimple. Keep it up guys :)
Mathew
Great app easy to use, everyone should have it.
Simon
I love this app, it’s a godsend for someone like me who doesn’t understand investing. I just deposit as much as I can afford each money, and the app takes care of the rest. Thanks to Wealthsimple my future is now financially secure!
Thomas
Ultra simple and convenient way to start investing for real, cuts through all the bs and skips the annoying hurdles you've come to expect from the industry.
Best financial services website 2016 & 2017
The Webby Awards
2018 Top Robo-Advisor
NerdWallet
9.2/10 Rating
Doughroller
4.5 star ratings
Apple App Store
Simple.Thrifty.Living.
“The most outstanding feature for many Wealthsimple customers is the access to an actual human for support or advice.”
NerdWallet
“Wealthsimple has made its value proposition appealing. Before you even sign up the company offers a free portfolio review covering savings, debt and, of course, investments.”
The Financial Diet
“What we love about Wealthsimple is not just what it offers, but its values as a company and it's beautiful user experience which, let's be honest, most financial products sorely lack.”
In just five minutes you can open a portfolio that makes your
money work harder for you.
Dzenan
Easy to use, useful.
Mathew
Great app easy to use, everyone should have it.
Mark
I love these guys. They are so helpful and friendly. investment wise, well it is relatively early days for me so will see over time but service has been great. So its been a while now and I am still really pleased with Wealthsimple. Keep it up guys :)
Andrew
Overall, easy to use. I feel to make the app safer, would be to disable preview when scrolling through my recent apps screen.
Loogart
Since using Wealthsimple, my fear about investing and drawbacks about waiting for my banking specialist to get back to me have disappeared. I love understanding what I’m doing, the clear financial extrapolations I’m looking forward to and the amazing WS digest and tips I get in a timely manner. Thank you guys for making investing a breeze and accessible to all.
Simon
I love this app, it’s a godsend for someone like me who doesn’t understand investing. I just deposit as much as I can afford each money, and the app takes care of the rest. Thanks to Wealthsimple my future is now financially secure!
Thomas
Ultra simple and convenient way to start investing for real, cuts through all the bs and skips the annoying hurdles you've come to expect from the industry.
Florentin
The app is very simple and intuitive to use. It has all the information I require and I can do any operation I need. Overall I am impressed with the Wealthsimple service and it's at the top of my list when I want to invest.
Caroleena
I like the app but in confused in how to delete one and change it to a different type of account. example; i want to change it to an retirement savings.
Dan
great
Flavio
Great app to get your feet wet in the deep ocean of investing. The platform is perfect to save money and make it grow over time. love the news feature with various tips and information. An advice for users: don't limit yourself to using the app, go on the website and read all the explanatuons they offer, it's well prepared material. Improvements for wealthsimple: it would be great to have access to performance graphs of all the holdings in a portfolio.
Mandy
Wealthsimple is my favorite app because their actual service is the best and the app is elegant and simple. I feel good every time I see my savings grow.
Jon
Does the job pretty well, graphing could be a little better. But a clean and well presented app.
Paula
Very simple mobile UI and accounts are easy to link. Round up is a great feature also. Great job! We'll see how my investment grows but for ease of use I'm impressed.
Sara
I had a bit of a frustrating start getting my account created. You have to answer a questionnaire, and filling in some fields seemed a little buggy. Once I was in, I found it really slow when I tried to link my bank account. Other than that, I haven't run into any problems, except I keep checking it obsessively. I am happy with the look and feel of the app so far. It is easy to set up one-time or scheduled deposits, which will show you estimated long term projections of how it will affect your account over time. The account creation experience may be another on a computer browser.
Andrew
Nice easy app with good security and good computer pages and accounts. Simple to use. Recommended for people who need to save, like me!!
Stefano
Simple and sleek app that has most of the website's features. Can lag at times but overall it's rather intuitive. Plus, their financial services are excellent.
James
Incredibly easy to use, the customer service is also fantastic. Very impressed
Brandon
This app is awesome, super simple to invest money and have a personalized profile according to your risk factors. Just wish you could see how many shares you own
Riley
Great way to get your nest egg growing with low fees. Always pay yourself first by setting it and forgeting it for sometime!
Taha
Nice investment app. I was able to easily fund my account and Wealthsimple completely manages my holdings. I can see how my portfolio is doing, my stock allocations and the investment activity. Over time I'd like to see more features on mobile, similar to web.
Rtibbs
I love Wealthsimple! They have always responded quickly to my requests, answered my questions when I’ve called, and most importantly walked me through the process of how I can get my investments to grow! My portfolio is up more than it was when I was using a previous company. Very happy with Wealthsimple and look forward to being a long lasting customer.
Aumetha
Really enjoy using Wealthsimple to invest - takes care of all the complexity for me. Transferred over an old account and my money has been growing here for several months now.
Jonathan
Very quick response time and professional whether call or via email
Craig
I Would recommend WS to my friends, the service is excellent.
Aaron
WS makes the process simple and easy. Also, I trust them. Thats important. They have created a brand that is approachable, straightforward, not "sales-ey"....real. that's the most important factor for me. real.
Russell
Great service with low fees. Far better than most mutual funds on the market today.
Chen Ji
poorer investment performance than average. Why did they decide to hedge USDCAD exposure?????????
Joseph
Great way to invest without having to think about it!!
Rilla
Web site is easy to navigate but could respond to email questions faster.
Brooke
straightforward and intuitive user interface, helpful when I need to contact people directly. Would be great if I could transfer money directly from my HISA into other accounts through the online portal (e.g. into my RRSP or TFSA)
Alan
I always have had timely responses. I get the feeling that they keep me in mind as an investor. I also love the app.
Alessandro
They answered my question in great detail and resolved my issue.
Andrea
They got back to us in a timely manner. There was a little trouble exevuting thvrequest, a mix up between withdrawal from Wealthsimple and withdrawal from our banking institution. Took over 3 weeks to sort out. All personnel was pleasant but our request took a while.
Elie
Interface claire et simple, application fonctionnelle, rendement du portefeuille satisfaisant
Taurean
I think the explenations of the stock market behavior sent out as emails are a great idea. The one sent out during the recent downturn was particularly helpful
Vincent
Conviviale, facile et simple, aucune excuse pour ne pas investir!
John
Overall quite happy. Service has been easy to use and setup. Liked that for large transfer my fees were refunded by wealthsimple, shows they want your business. I have more experience with investing than most but this service truly simplifies the process and with lower fees than large institutions. This makes the service great for inexperienced investors that wish to have some market exposure. One complaint though, wish there was an option to review every etf wealthsimple invests in and be able to change etfs in your account as I'm invested in some funds I don't believe show great returns, ie bonds.
Sai Win Myint
Does it job so i am pretty happy for the most part.
Lewis
You guys are too slow at replying it pushed me to look at other alternatives. Even whenever I give feedback to enhance yourself as a company it sounds like I’m being ignored. Example if I tell you your leaving feedback experience is broken , especially on mobile. You would take 2 weeks to reply about how hard you working on improving your customer experience. That’s usually how you roll and that’s bad business since customer service was really what attracted ppl do your platform when you truly think about it - we’ll at least early adopters.
Paul
Simple, easy to use and understand.
Aaron
Quick response and the trades in the portfolio were executed quickly.
I would prefer another portfolio somewhere between balanced and growth.
It seems that the balanced has a high level of Bond exposure. I would prefer a balanced growth position.
Thanks
Susan
Yes I often recommend Wealthsimple to friends and family.The only negative is I find I have to wait awhile to personally speak to an advisor to make changes .Sometimes the appointment is 1 to 2 weeks away.But otherwise, very satisfied.
Eileen
Clear and consistent communication. App and website offer great user experience. Oh and my money appears to be well-managed, too.
Brent
Always provide fast and courteous responses. Makes you feel valued as a client.
Joel
Clean interface. Nice reporting. Easy to see what you've earned, saved, and investment trajectory.
Justine
great job!
Norbert
Clean and clear design, very friendly. Like the simplicity of the app and the articles and their frequency.
Catherine
Hi. My issue was resolved, and the two people I was dealing with at Wealthsimple were very helpful, but it seemed to take a very long time to resolve. I started the request on December 18th and the issue was resolved on January 30th. It was to rectify an inadvertant overpayment into my RRSP in 2017 of $1,566. I didn't think this would take as long to deal with. Is this the normal amount of time to rectify a problem?
Carly
To be honest I can't remember specifics, but service always feels prompt and well informed. On the app front, I'm glad you have enabled two factor authentication - makes it feel much more secure, and is something I wish my regular bank would implement.