How do I get my transaction history from Wealthsimple?
How do I get my transaction history from Wealthsimple?
- Log into my.wealthsimple.com and sign in to your Trade & Crypto profile.
- Select Activity from the top menu bar.
- From there you will see a full list of deposits, withdrawals, buy orders, sell orders, and dividends received.
How do I get documents from Wealthsimple?
- Log into my.wealthsimple.com and sign in to your Trade & Crypto profile.
- Click your name on the top right of the screen.
- Select My documents from the menu.
How do you view profits on Wealthsimple?
- Head to my.wealthsimple.com and sign into your Invest & Save profile.
- Select your desired account.
- Here, you can toggle between Plan and History, and view your account graphs and earnings.
How do I view my portfolio on Wealthsimple?
- Log into my.wealthsimple.com and sign in to your Trade & Crypto profile.
- Select your desired account on the left side under Trade.
- Scroll down to Your portfolio.
- Here, you will see a list of assets that you own within that particular account.
How do I get my statement from Wealthsimple?
- Sign into the Trade app on your mobile device.
- Tap the More tab at the bottom of the screen.
- Select the Accounts menu item.
- Choose your desired account.
- Scroll down to the bottom of the account page. Under the Documents section, choose Monthly Statements.
- Review the available Monthly Statements for the selected account.
How do I download Wealthsimple transactions?
- Sign in to Wealthica.
- Connect one or more of your Wealthsimple and Wealthsimple Trade accounts.
- Enable the Google Spreadsheet Export Add-on.
- Connect your Google account.
- Create a spreadsheet. Select accounts, positions or transactions to export.
Does Wealthsimple make a profit?
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, payment for order flow, and fees charged for access to their robo-managed ETFs.
What is the average return on Wealthsimple?
In Wealthsimple's portfolios in the past five years, our growth portfolios have returned 8.2% annualized and our conservative portfolios have returned 5.3%. This even persists within portfolios that are similar: our 60% equity portfolio returned 6.7% annually, while our 50% equity portfolio returned 6.1% annually.
Does Wealthsimple have portfolios?
It's about you and your goals: We build you a personalized portfolio designed to meet your financial goals.. When you join Wealthsimple, you tell us a little about your investment experience, financial circumstances and what you're saving for, so we can customize your portfolio.
What is portfolio value Wealthsimple?
Portfolio Value means the market value (determined in accordance with GAAP, consistently applied from the Issue Date) from time to time of the Portfolio.