Your new financial assistant is just a waitlist away

No. Your AI assistant won’t be able to take any action without your confirmation. Before it sends money, pays a bill or places a trade, it will show you the details, like the amount, account and recipient, and wait for your approval.

Nothing. Your AI assistant always shows you what it’s about to do, then asks for confirmation. If something looks off — like it’s sending the wrong amount, account or person — decline and correct any information. You can rephrase, correct a detail or start over.

Just ask the way you’d ask a person, like “How diversified is my portfolio?” or “Send Jamie $40 for dinner,” or “Set up a monthly $400 ETF purchase in my TFSA.” Your assistant will let you know what it can help with. Nothing moves until you approve it.

Protecting your financial information is always core to everything we build. Your data is encrypted, and your account is protected by safeguards like two-step verification, passkeys, and ongoing fraud monitoring. The AI assistant will work within your Wealthsimple account and follow the same security standards as the rest of the app.