Investing

Understand risk and how Wealthsimple assesses it

SRI investing | Our investment strategy

Classic Investing | Our investment strategy

Understanding RRSP Boosts

Understanding your Deferred Profit Sharing Plan (DPSP)

View your RRSP contributions

View your TFSA contributions

Learn about TFSA contributions

Open a Summit portfolio (beta)

Key dates for Wealthsimple's alternative investment funds

Understanding the managed portfolio risk assessment

Update your portfolio risk level or theme

Wealthsimple's portfolio asset classes and securities

Available crypto on Wealthsimple

0x (ZRX)

1inch (1INCH)

Aave (AAVE)

Aethir (ATH)

Eligibility criteria for stocks and ETFs

Search for a stock or ETF

Manage delisted or worthless stocks and ETFs in your portfolio

Buy shares in a company on the day of its Initial Public Offering

Amalgamation of Wealthsimple Digital Assets Inc. and Wealthsimple Investments Inc.

Buy crypto

Choose a crypto order type

Crypto purchase limit

Get started with crypto

Use keyboard shortcuts to navigate and trade quickly

Manage your holdings with the pop-out experience on web

Set a default account for self-directed investing

Learn about stock lending on Wealthsimple

Earning income with stock lending

Understanding returns and performance metrics in managed portfolios

View the historical value of your investing accounts

Wealthsimple's fully managed portfolio performance

Private Equity performance

Private Credit performance

Stake your crypto assets

Staking Cardano (ADA)

Staking Ethereum (ETH)

Staking Polkadot (DOT)

Staking Solana (SOL)

Trade order types

Understanding market orders

Understanding stop market orders

Understanding limit orders

Understanding stop-limit orders

Amp (AMP)

Balancer (BAL)

Dai (DAI)

Enjin (ENJ)

EOS Network (EOS)

Understanding qualified and unqualified investments in a registered account

Wealthsimple US Transition to Betterment

Conservative portfolio performance

Balanced portfolio performance

Growth portfolio performance

Conservative SRI portfolio performance

Learn about fees and interest in a margin account

Key concepts and terms in a margin account

Understand margin calls

Withdrawing on margin

Trade options in a margin account

Understand options terminology

Buy a long option

Sell a long option

Sell a covered call

Buy to close a covered call

Access your enhanced performance insights

Understanding returns and performance metrics in self-directed accounts

Participating in shareholder meetings and elections

Corporate actions tracker

Understanding stock splits and other corporate actions

Understanding mergers and acquisitions

Understanding due bills

Understand the different client statuses offered by Wealthsimple

Upgrade to USD accounts for stock and crypto trading

Wealthsimple Generation overview

Using USD stock trading accounts

Convert funds between CAD and USD