How can we help? Wait, did your fees change? What is Wealthsimple’s investment strategy? How do I open a Wealthsimple account? How do I add or change my banking details? How do I transfer an existing account to Wealthsimple? How are your returns calculated? 860 Richmond Street West, 3rd floor. Toronto ON M6J 1C9 Canada.
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How can we help? | help.wealthsimple.com Reviews
https://help.wealthsimple.com
How can we help? Wait, did your fees change? What is Wealthsimple’s investment strategy? How do I open a Wealthsimple account? How do I add or change my banking details? How do I transfer an existing account to Wealthsimple? How are your returns calculated? 860 Richmond Street West, 3rd floor. Toronto ON M6J 1C9 Canada.
help.wealthsimple.com
Wait, did your fees change? – How can we help?
https://help.wealthsimple.com/hc/en-us/articles/115000932508-Wait-did-your-fees-change-
How can we help? Wait, did your fees change? Why yes they did! We changed our pricing structure in January 2017. Before we get into the new pricing, the first thing to know is that if you were already a Wealthsimple client, your fees are now either lower or remain the same. You can always see the fees you pay to Wealthsimple under the Activity tab in your profile. And you can find more on how Wealthsimple charges fees here. Was this article helpful? 0 out of 0 found this helpful. Download on the App Store.
How do I open a Wealthsimple account? – How can we help?
https://help.wealthsimple.com/hc/en-us/articles/115000329207-How-do-I-open-a-Wealthsimple-account-
How can we help? How do I open a Wealthsimple account? So glad you asked! Opening an account is really easy and can be done in a few short steps:. First, complete the online application. From our homepage. Click Get Started and following the prompts. You'll give us some basic information, answer a few questions about your previous investment experience and e-sign one or more Investment Management Agreements. Your account should be up and running within 5 business days. Was this article helpful?
How do I transfer an existing account to Wealthsimple? – How can we help?
https://help.wealthsimple.com/hc/en-us/articles/115000338808-How-do-I-transfer-an-existing-account-to-Wealthsimple-
How can we help? How do I transfer an existing account to Wealthsimple? First, make sure you have the specific account type (RRSP, TFSA, etc.) open with Wealthsimple. Then you can transfer an existing account from another institution by following these steps:. Login to your Wealthsimple account and click the 'Add funds' button. Click 'Transfer an account'. Fill in the details of your transfer. After filling out this form, e-sign it and press 'submit'. We will take it from here! Was this article helpful?
What is Wealthsimple’s investment strategy? – How can we help?
https://help.wealthsimple.com/hc/en-us/articles/115000337488-What-is-Wealthsimple-s-investment-strategy-
How can we help? What is Wealthsimple’s investment strategy? Investing is confusing, right? Here at Wealthsimple, we bring it back to the fundamentals. Let's break down our approach:. Each of our portfolios is fully diversified across asset classes to help investors achieve a higher rate of return while taking less risk. To do this, we build our portfolios through the purchase of broad based Exchange Traded Funds. You guessed it - the boring old passive strategy of buy and hold. 3) You are the boss!
How are your returns calculated? – How can we help?
https://help.wealthsimple.com/hc/en-us/articles/115000330687-How-are-your-returns-calculated-
How can we help? Portfolio Features and Performance. How are your returns calculated? First, let's start with the basics: a return is the amount of money earned or lost on an investment. Annual returns are usually shown as a percentage on your statements. Let’s say you start the year with $100, and at the end you have $110; that would mean you have a 10% return on your money. You can read more about the difference between time-weighted and money-weighted returns on our blog. Was this article helpful?
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Host a Lunch n’ Learn | Wealthsimple
https://www.wealthsimple.com/lunch
Host a Lunch n’ Learn. Our latest initiative to encourage better saving and investing among Canadians is simple: we bring an awesome lunch and present on a personal finance topic that’s relevant for your team. Why your company should host a Wealthsimple Lunch n’ Learn:. We’ll show your employees how to make smart investment decisions and how to plan for big lifestyle changes (e.g. getting married, having children, or buying a home). 2 World-renowned investment expertise. 3 We don’t sell Wealthsimple.
Our team | Wealthsimple
https://www.wealthsimple.com/team
We have assembled a world-class team of technology entrepreneurs and finance pioneers to build the best possible service for you. Portfolio Manager and CCO. We’re backed by leaders who’ve shaped the financial industry for the past 30 years. Roger is the former Dean of the Rotman Business School. Previously, he was co-head of Monitor Company, a global strategy consulting firm. Daniel is an SVP at Salesforce.com. Prior to joining Salesforce, Daniel was co-founder and co-CEO of Rypple, a social perf...Andre...
How it works | Wealthsimple
https://www.wealthsimple.com/pricing
We don't pick stocks or try to time the market. We cut out the noise and focus on building your long-term savings. It's not sexy, but it works. Decide how much money you want to invest. Start with a chunk of money or invest monthly. Don’t worry, you can take out your money any time you like. We'll help you pick a personalized portfolio. Our sign-up is super simple. Build a diversified portfolio of low-fee funds in minutes. Go live your life. Call, text or email us at any time for free on-demand advice.
Investing 101 | Wealthsimple
https://www.wealthsimple.com/how
Set it and forget it. 860 Richmond Street West, 3rd floor. Toronto ON M6J 1C9 Canada. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are for demonstration purposes only.
Investing 101 | Wealthsimple
https://www.wealthsimple.com/features/tax-loss-harvesting
Set it and forget it. 860 Richmond Street West, 3rd floor. Toronto ON M6J 1C9 Canada. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are for demonstration purposes only.
Encryption & Security | Wealthsimple
https://www.wealthsimple.com/security
Your security and trust are critical to us. We are committed to protecting your account using the highest standards of security available. We use bank-level security to protect your data. Our 128-bit SSL certificate encrypts all information transmitted between your browser and our web servers. We use it to keep your account information safe including passwords and personal information. Report a security issue. We appreciate and respect responsible disclosure. Report a security issue.
Invest in Future You | Wealthsimple
https://www.wealthsimple.com/refer-a-friend
Take care of yourself. The smart and simple way to invest in Future You. Take care of yourself. The smart and simple way to invest in Future You. Take care of yourself. The smart and simple way to invest in Future You. Watch "Mr. Know It All". Take care of yourself. The smart and simple way to invest in Future You. I want to invest. Say Hello to a More Intelligent, More Intuitive, More Beautiful Wealthsimple. We just took the wrapping off of Wealthsimple 2.0. Good reasons to start investing:. Whether you...
Investissez en vous | Wealthsimple
https://www.wealthsimple.com/fr
Prenez soin de vous. La manière simple et judicieuse d'investir en vous. Prenez soin de vous. La manière simple et judicieuse d'investir en vous. Prenez soin de vous. La manière simple et judicieuse d'investir en vous. Regarder "M. Joe-Connaissant". Prenez soin de vous. La manière simple et judicieuse d'investir en vous. 10 ans et plus. De 5 à 10 ans. De 3 à 5 ans. Ou voir les résultats. Dites bonjour au nouveau Wealthsimple: plus judicieux, plus intuitif et plus beau. La vie à la retraite. Wealthsimple ...
Investing 101 | Wealthsimple
https://www.wealthsimple.com/features/simple-setup
Set it and forget it. 860 Richmond Street West, 3rd floor. Toronto ON M6J 1C9 Canada. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are for demonstration purposes only.
Investing 101 | Wealthsimple
https://www.wealthsimple.com/features/dividend-reinvestment
Set it and forget it. 860 Richmond Street West, 3rd floor. Toronto ON M6J 1C9 Canada. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are for demonstration purposes only.
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How can we help? Wait, did your fees change? What is Wealthsimple’s investment strategy? How do I open a Wealthsimple account? How do I add or change my banking details? How do I transfer an existing account to Wealthsimple? How are your returns calculated? 860 Richmond Street West, 3rd floor. Toronto ON M6J 1C9 Canada.
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