Use the advisor dashboard to view all your clients in one place. Monitor their portfolio, status, activity and more.
Invite your clients
Simply send an email or a link to invite your clients to join your Wealthsimple for Advisors account.
Client account management
With our platform, your clients can log in or you can do it for them. Act on your clients' behalf to make deposits and withdrawals, or anything else they need.
We're a robo-custodian
In 2015, we acquired ShareOwner, a 28 year-old brokerage and a pioneer in financial services technology. This means we control the end-to-end investing experience and provide unrivalled speed and service. So you can be signed up and invested in 24 hours.
Our digital KYC process verifies client identity instantly by securely linking our system to clients' online bank accounts. It also ensures policies are consistently enforced and details are kept on record.
Wealthsimple owns the only discount brokerage in Canada offering fractional shares, which means that small accounts get the same diversification benefits as large ones.
Benefit from our expertise
We're Canada's leading online investment manager, backed by Power Financial Corporation. More than 30,000 clients trust Wealthsimple companies with over $1 billion.