Transfer an investment account to Wealthsimple and we'll put your money to work in a smart, low-fee, passive portfolio.
Simplify your finances: See your financial picture at a glance with all your accounts in one place
Pay lower fees: Our 0.5% management fee is a fraction of what traditional mutual funds charge
Get human advice: Experienced financial advisors are here to help whenever you need it
Invest on autopilot: Stay on track with auto-deposits, automatic rebalancing and dividend reinvesting
Accounts that fit your goals
Transfer any of these accounts in just a few taps.
401k Rollover
Move over an existing 401k or 403b retirement account from a prior employer to a Wealthsimple IRA.
Personal
Helps build long-term wealth alongside your 401(k)s and IRAs. These accounts are taxable but you can withdraw money any time without a penalty.
Traditional IRA
Save for retirement with the help of a lower income tax bill. All the money you contribute here is deductible.
Roth IRA
With this type of account you pay taxes on the money you contribute, but not on the money you earn in the account.
We'll reimburse any administrative transfer fees the other institution charges when you move an investment account with $5,000 or more to Wealthsimple.
Over 175k and counting - More than 175,000 people trust Wealthsimple to manage their money
Everything is encrypted - We use state-of-the-art data encryption when handling your financial information and two-factor authentication (2FA) protection
Insurance and protection - All of our accounts have standard investor protection up to $500k in the case of our insolvency
Powerful backing - Wealthsimple is backed by $200M in investment from some of the world's largest financial institutions
We keep your money safe
Your security and trust are important to us. We're committed to protecting your account with the highest standards of security available.
FAQs