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The Details
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For individuals
- Wealthsimple Invest
  
  Investing on autopilot
- Wealthsimple Smart Savings
  
  A better way to save
For business
- Wealthsimple for Advisors
  
  Enabling planners and advisors
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Investing 101

Investing
How do government bonds work?
Dividend Yield
10 Best Investing Books To Read in 2018
When should I start investing?
What's a robo advisor?
What Is Ethical Investing & Why Do It
How To Invest Inheritance Money
What is socially responsible investing (SRI)?
The 52 Week Money Challenge
How to Buy Stocks - Beginners Guide
Are my investments taxed?
What are stocks?
How old do you have to be to invest?
How to Invest $10k
SRI vs. non-SRI performance
What is compound interest?
What are bull and bear markets?
What’s a fund of funds?
What is Factor Investing?
Automated investing vs. traditional investment advisor
How do interest rates affect my investments?
How to Invest in the S&P 500
Fixed vs. adjustable rate mortgages
What's an ETF?
What's a portfolio?
What are dividends?
What Is Value Investing?
Dividend Yield
What level of risk should my portfolio have?
What's dividend reinvestment?
What's a bond?
Is picking stocks risky?
Financial Advisors: How To Choose & The Cost
How to invest $100k
What is modern portfolio theory?
How to Invest a Million Dollars
What's the Footsie (FTSE)?
Everything You Need To Know About ESG Investing
How to Invest in Stocks
What’s the difference between a stock and a bond?
What's portfolio rebalancing?
Beginners' Guide to Investing in Bonds
What's a bond yield?
What should I do if the market crashes?
What is divestment?
Does Wealthsimple hold my money directly?
What's the best stock to invest in?
How to Save Money in College
What is dollar cost averaging?
What are diversified investments?
What is asset allocation?
How to Invest Money Wisely
What is a hedge fund?
Time-weighted vs. money-weighted returns
Passive Investing: What It Is and How It Works
What's the best way to invest money?
Should I invest in Bitcoin?

Accounts
Can self-employed people get 401(k)s? If not, what can they do?
What's a traditional IRA?
What's a 401(k)?
Am I eligible for a SEP IRA?
Money Market Account vs Savings Account
When should I contribute to a Roth or Traditional IRA?
What is the max contribution limit for my SEP IRA?
How can I see what fees I’m paying for my 401(k)?
Can I contribute to an IRA if I already have a 401(k)?
What's a 403(b)?
IRA Contribution Deadline 2019
What's a joint account?
What are Wealthsimple’s fees?
Traditional IRA vs. Roth IRA
What is a Personal account?
What's a SEP IRA?
Checking vs Savings Account
Should I make a contribution for my 2017 or 2018 IRA?
What's a Roth IRA?
What’s the difference between a SEP IRA and a 401(k)?
What is the max contribution for my 401(k)?
What’s the 401K contribution limit?
Traditional IRA vs. SEP IRA?
Should I max out my IRA all at once, or throughout the year?
What is the max contribution limit for my traditional or Roth IRA?

Saving
What is Wealthsimple Smart Savings?
What's the best way to save money?
How To Save Money - Top Saving Tips
What Is A Savings Account? And How Do They Work
How to create a savings plan
How much cash should I keep as emergency savings?
What is the best way to save money?
How to Save for a House

Finance
What protection does a trust account give me?
What's Fannie Mae?
What is Freddie Mac?
What’s the Dow Jones Industrial Average?
W2 Deadline 2019
What is monetary policy?
What is quantitative easing?
When can and should I write my will?
What should I do with my tax refund?
How to Make a Budget
What is a trust?
What’s the prime rate?
What does the Fed do?
How are interest rates set?
How are beneficiaries important to clients?
What is LIBOR?
How is your credit score determined?
Is it safer to save my money rather than invest it in the stock market?
What's a stock portfolio?
What's a jumbo loan?
What are interest rates?
What is principal?
What’s a beneficiary?
What's the overnight rate?
What’s the bank rate?
What’s a good credit score?
What's an annuity?
What’s the S&P 500?
What is financial planning?

Taxes
2019 Tax Deadline
What is the capital gains tax?

Currency
What are cryptocurrencies?
What’s inflation and how does it affect your purchasing power?
What is bitcoin?
What is litecoin?
What is ethereum?
What's a blockchain?

Safety and security
What's the SIPC?
What is two-step verification?
What's KYC?
How does Wealthsimple handle security and encryption?

Retirement
Can I have money in US and Canadian retirement plans at the same time?
Which retirement savings plan is right for me?
How to Retire at 50
How to save for retirement
What is a Qualified Retirement Plan?
How to Retire Early
How Long Will My Retirement Savings Last?
What’s the retirement age?
Retirement Strategies

Home Buying
What is a mortgage?
What’s a HELOC?
What is mortgage refinancing?
What's a home equity loan?
Should I rent or buy?
How are mortgage rates determined?
What's a second mortgage?
What’s the best way to save for a down payment on an apartment or house?

Education
How much can I borrow in student loans?

Life Events
What’s the best way to save for my wedding?

Other
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Wealthsimple US, Ltd. is registered as an investment adviser under the Investment Advisers Act of 1940 and uses Apex Clearing Corporation as broker/dealer for Wealthsimple investment accounts. Apex is a member of the Securities Investor Protection Corporation (SIPC), which provides funds to meet claims up to a ceiling of $500,000, including a maximum of $250,000 for cash claims. For additional information regarding SIPC coverage, including a brochure, please contact SIPC at (202) 371‐8300 or visit www.sipc.org. By using this website, you accept our Terms of Use and Privacy Policy. Copyright 2017 Wealthsimple US, Ltd.

Wealthsimple Smart Savings is a low-risk investment account. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. All references to Smart Savings returns correspond to the 30-day SEC yield of the ETF within this portfolio as of Dec. 10th, 2018. Our estimate of the National Savings Average comes from the FDIC for accounts <$100,000 as of Dec. 10th, 2018. Read our Full Disclosure for more details.