Track and monitor

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.

Custodian

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.