Socially Responsible Investing

Get the same award-winning Wealthsimple features while investing in companies that further socially responsible initiatives.

What's inside

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Companies with low carbon emissions.

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Companies that support gender diversity.

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Securities that promote affordable housing.

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Invest in a better world without sacrificing performance

In just a few minutes, we'll help you build a custom Socially Responsible Investing (SRI) portfolio designed to meet your financial goals. You'll be invested in SRI initiatives across the globe, so you can be well-diversified while helping build the world you want.

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Follow your values and build wealth for your future

How do we build your SRI portfolio? We invest your money across the entire stock market using Exchange Traded Funds (ETFs) that track the global economy. Those ETFs are weighted according to environmental and social impact, as well as for performance. Your money becomes part of $22 trillion in assets worldwide now invested in SRI funds. This is what a typical portfolio looks like:

  • Low Carbon
  • Cleantech
  • Socially Responsible
  • Gender Diversity
  • Local Initiatives
  • Affordable Housing

CRBN - Low Carbon

Global stocks with a lower carbon exposure than the broader market.

PZD - Cleantech

Cleantech innovators in the developed world.

DSI - Socially Responsible

American companies that are socially responsible.

SHE - Gender Diversity

Companies with more gender diversity among their leadership.

BAB - Local Initiatives

Bonds issued by municipalities to support local initiatives.

GNMA - Affordable Housing

Government-issued securities that promote affordable housing.

Pricing that's always transparent

Start an account with as little as $1 and pay a fraction of the fees traditional advisors charge. You’ll never pay any costs for trading, account transfers, or rebalancing. Our fees are the same for SRI and non-SRI portfolios, and you’ll get the same Nobel Prize-winning investment strategy no matter which you choose.

Pricing that's always transparent

Start an account with as little as $1 and pay a fraction of the fees traditional advisors charge. You’ll never pay any costs for trading, account transfers, or rebalancing. Our fees are the same for SRI and non-SRI portfolios, and you’ll get the same Nobel Prize-winning investment strategy no matter which you choose.

Start investing

Wealthsimple Basic

$0-$100K 0.5% Fees
  • First $5K managed free
  • Auto deposits and rebalancing
  • Tax-loss harvesting
  • Dividend reinvesting
  • Personalized portfolio
  • Human financial advice
  • Start investing

Wealthsimple Black

$100K+ 0.4% Fees
  • All basic features
  •  
  • Lower fees
  • Increased tax efficiency
  • VIP airline lounge access
  • Goal-based planning
  • Start investing

Your money is safe here

Security is our top priority. We protect your assets with the highest degree of protection possible.

  • SIPC insured up to $500,000
  • State-of-the-art security and encryption
  • Over 50,000 clients globally
  • We manage more than $1 billion in assets