Last Update: Jan 14, 2023.

Submitted by: Almire Dett
Score: 87/100 (96 votes)


Does Wealthsimple share your information?

Does Wealthsimple sell my data or information to any third parties? Wealthsimple does not sell any of our clients' data. All order submissions are sent to the markets directly via our executing brokers.

Wealthsimple Black is a premium service for clients who have net deposits of $100,000 or more in their Wealthsimple Invest Save accounts. Note: Deposits made to Wealthsimple Trade Crypto or Wealthsimple Cash accounts are not included in your net deposits towards Wealthsimple Black status.

Wealthsimple Black is a premium service for clients who have net deposits of $100,000 or more in their Wealthsimple Invest Save accounts. Note: Deposits made to Wealthsimple Trade Crypto or Wealthsimple Cash accounts are not included in your net deposits towards Wealthsimple Black status.

Epic does not sell the personal information we collect. We do, however, disclose personal information as described in this policy (see €œHow Do We Share Information?

Use The Wealthsimple API To Do More

The Wealthsimple Trade and Wealthsimple API allow you to easily connect your account to Wealthica securely with just a few clicks. This means you no longer need to enter your credentials when connecting your Wealthsimple account to Wealthica, securely giving you instant control over your financial data.

Use The Wealthsimple API To Do More

Epic does not sell the personal information we collect. We do, however, disclose personal information as described in this policy (see €œHow Do We Share Information? Aug 30, 2022

How do I check how close I am to Wealthsimple Black status? You'll automatically receive Wealthsimple Black status once your net deposits reach $100,000. We'll send you a welcome email as soon as the funds settle in your account.

Crypto-assets purchased and held in an account with Wealthsimple Crypto are not protected by the Canadian Investor Protection Fund, the Canadian Deposit Insurance Corporation or any other investor protection insurance scheme. The following is additional information concerning your relationship with WDA.

Custodian Wealthsimple? Conflicts Interest Policy Wealthsimple

WSII is the custodian that WSI uses to hold your assets and execute trades, among other brokerage services used to support your Wealthsimple Managed Investing account. That means that you are a client of both WSI and WSII; however, WSII does not provide any investment advice.

Custodian  Wealthsimple? Conflicts  Interest Policy Wealthsimple

Setting up Overflow is easy. Once you have a Wealthsimple account that's connected to your bank's chequing or savings account, just go to the €œFunding heading and activate Overflow. You can deposit into any of the following Wealthsimple accounts: RRSP.

Goldman Sachs, Apple Card's issuing bank, and Mastercard, Apple Card's global payment network, receive your Apple Card transaction information, but do not share or sell your transaction information to third parties for marketing or advertising.

Where Wealthsimple Invest takes a passive investing approach, Wealthsimple Trade is 100% active investing. It's an online-only, commission-free investing platform that gives would-be investors access to U.S. and Canada-listed stocks and ETFs. There's nothing automatic about Wealthsimple Trade.

Earn Rewards With Your Wealthsimple Cash Card

Choose your reward destination
  1. Sign in to the Wealthsimple app on your mobile device.
  2. Tap the Cash (Dollar sign icon) tab at the bottom of the screen.
  3. Tap Manage rewards underneath the image of the Wealthsimple Cash card.
  4. Select Stock rewards.
  5. Choose the account you wish your rewards to go to (if applicable)

Earn Rewards With Your Wealthsimple Cash Card

How Wealthsimple makes money. Wealthsimple makes money by charging currency exchange fees when users deposit funds to trade with, payment processing fees when Wealthsimple Cash users spend with their card, and fees charged for access to their robo-managed ETFs.

We do not share your personal information from your Google Wifi or Nest Wifi devices, the Google Wifi app or Wifi features of the Google Home app for the purposes of advertising without your consent.