Does anyone use wealthsimple trade? Are there monthly or quarterly reports I can download for my investments?

Posting as :
works at
You are currently posting as works at

Yes and yes. On mobile, as follows.

Profile > Accounts > Choose Account (i.e. RRSP) > Monthly Statements.

Thanks!!!

Related Posts

Does 401k company contribution % change as you get promoted?

like

How much money do you make and have in your checking and savings? // how many years have you been working post college...

like

Any great personal finance/investment books to read? Or even YouTubers/Podcasters

Really looking into expanding my investment horizons — particularly about learning about how to allocate my investment portfolio. Also, always nice to learn about better ways to save and cutback.

like

Advice for someone moving to SF for an entry level job? I want to start off strong but realistically I'll be spending nearly half my income on rent.

like

What is the “safest” LBGT 🏳️‍🌈 City 🌃, to buy a home/settle down? I have lived in San Francisco, and open to Atlanta or any other cities.

like

Real estate Tax question: I have a personal property and investment property in Florida. I am about to pay one off. Should I pay off the investment property or the personal home?

like

Hello! I’m looking for an affordable financial planner based in Boston or available for a remote consultation. I am a professional in their later 20s looking to set up a budgeting plan for myself. Thanks so much!

like

First instinct this morning... put more money on coinbase. Hope by the time it clears I still catch the bottom.

like

Hi everyone, any tips for resignation letters, who to meet/tell first, what to do before your last day (i.e. anything adulty like 401K or healthcare)? Any insights would be greatly appreciated!

like

This reminds me of all the Chads and Brads Crypto Bros. 😂🙄

Post Photo
likefunny

Do any real estate lawyers out there know of/can direct me to a ROFO agreement to purchase commercial property? I’m working on one now (but using a ROFO to purchase equity interests as a basis) and would like to see what other people are doing. Finding a good one has been hard, as this kind of thing isn’t always required to be filed with the sec and every search I’ve done basically pulls up garbage. Also, are there any provisions you’d consider absolutely crucial from the owner’s side?

like

I handleda very difficult and convoluted succession for a black family. My client was astute and intelligent. We got along great. His family was difficult. Willfully ignorant.

Part of the succession dealt with clawing back $450,000 in insurance proceeds that a niece fraudulent received from the decedent by making herself the beneficiary on policies. A separate attorney was hired to handle that part before I was hired to handle all other matters, including settling a $500,000 debt with the...

like

Are there any flexi benefits in the payroll management system to get the tax exemptions in BA Continuum?

Can someone help me with this? I had a low utilization since pandemic, I.e., ~sub 5%, but never missed any payments. Would credit score be impacted if only one line of credit with a low utilization?

Too few accounts currently paid as agreed
FICO®

Scores consider the number of accounts that are paid as agreed. Your score was impacted because the number of these accounts is too low, or because you've missed payments recently on some of your accounts.

like

Can we claim for education loan interest deduction while filing our taxes if the loan was taken from a foreign (ex. Indian) bank?

I am trying to justify house buying in HCOL city. The house cost is minimum 1.4m .monthly mortgage would be at least 7k(with just around 2k principal) rest goes to either int,tax. Not to mention regular house maintenance. How is it better than 3.5k rental. I understand appreciation and own house independence. But I am just trying to make numbers work.

like

Is there ever going to be a comeback of the main coins (BTC/ETH/LTC) or are the golden days done?

How long does it take to make at least $300k per year if you are in-house?

like

Newly minted consultant here looking for financial advice.

So I just moved to consulting after B school, and It's more money than I've made my entire life. After paying for rent and living expenses, I have 6000$ left over every month. My student loan payments are about 1200/month at 7% interest. I still owe another 95K on my loan. I have the option to pay more every month and reduce my overall interest paid.
Currently I put about 3000 towards my loan and 3000 towards my savings. Cont'd...

like

Personal finance book recommendations?

like

More Posts

Hi all looking for technology strategy referral. (Senior manager) at Accenture Canada

like

Hi,
Only hdfc bank accounts can be given as salary account in Pwc AC ? Is it like that?
I have Axis Bank account.

like

Hi Guys I was a BA and recently became a full fledge PO in my new job. Can you share which areas to focus on to perform well.

like

Anyone have a good therapist in the ATL that they would recommend? Need someone who works on weekends and is preferably in Midtown/downtown/4th Ward area. Thanks y’all!

I’ve been using Apple Pay for the subway, and I saw a sign that said if you do 12 trips a week then you wouldn’t be charged after that. I’m being charged past 12 trips… is there something I need to do? Any tips would be helpful!

Looking for a freelancer in a New York or LA to join our team of creative sales representatives for the photo/film industry. Any recommendations of where i could post more about the position?

Can someone please share the current trends in joining/signing on bonus in Asset management industry.

I have an offer from an Asset Manager in London and it is slightly below my expectations. I want to approach them for a joining bonus but was not sure if it is a thing in asset management.

Also what is a good % to ask for a joining bonus [5%, 10% or 15%] of the base salary

like

Hi Fishes,
Can anyone please refer me
Goldman Sachs for associate profile. I have job id with me

Which tax group is most in demand? I'm thinking multistate

like

anyone know what the largest client is at FCB? talking to a recruiter but they’re not giving up details yet. thanks!

Dang Coinbase really laying off 1000+ people? Sad

likehelpful

What careers pay the best in the Uk?

like

What's the best luxury points hotel in Kyoto? Deciding between the Suiran Kyoto and the Ritz.

Current Titanium member, so considerations are service, hard product quality, location, and elite recognition. TIA!

like

Is cheaper to book flights at the airport, online, or over the phone? Looking to book a flight was a 3-weeks out date

like

Can anyone recommend the best family-friendly suburbs/areas to live in around the Detroit area?

like

Hi all, interested in an Pre Sales Leadership role at Hubspot, anyone have an idea of pay and if there’s a good Pre Sales Leadership team/culture?

like

I have an upcoming interview for a lead product design role. The company asked for a case study presentation made uniquely for this interview and specifically requested I don’t walk through my portfolio…

Has anyone else experienced this while interviewing?

likehelpful

The president of Nintendo America is named Bowser. Wat.

likehelpfulfunny

Should I be happy because I still have a job or should I be mad and sad because I didn't get a rise? I'm underpaid and got a 9k raise through 4 years of work

like

Additional Posts in Canadian Personal Investment Chat

Where to park emergency funds? Currently using BMO savings account with practically no interest. I also heard wealthsimple cash has better rates?

My company has a DPSP program that feeds it directly into an RRSP account. I don't believe there's any RRSP contribution matching program on top of the DPSP (I know I should know, I'm being bad). Assuming there's no matching program, is there still a point in signing up for a X% contribution every paycheck?

How are people feeling this year? Have you felt the impacts of a recession? Changed your spending habits at all - or still going strong?

like

What type of investments do people typically put their TFSA vs other vehicles?

Dm me for wealthsimple cash, wealthsimple trade, or rakuten referral codes. Literally been on rakuten 2 weeks and made over 20$ for nothing. And while I’m here, any other good money makers?

Would love any input on my portfolio. Fairly new at investing and more into ETFs than individual stocks.

Post Photo
like

Thoughts about what to put excess savings into? I've maxed out my RRSP and TFSA, emergency fund is good, no debt (or mortgage), and I have $15k that's not invested. Not sure if I should put it into one of the robo-advisor options or keep buying ETFs or mutual funds or what?

Best etf to complement vfv?

Best banks/sites/promos to get extra $? Any good experiences with getting new checking account for a bonus?

like

Anyone into crypto? What are the best apps for it?

How do you guys invest in US equities. Obviously wealthsimple trade is a scam.

If I've maxed out my TFSA, should I continue investing through an RRSP or a personal investment account?

For context, I also have a good pension. My main concern is that while the RRSP will be nice to lower my taxable income now, I'm worried when I retire I'll have to withdraw too much from both the RRSP and pension. Thoughts?

Is there an app where I can see all of my money? Connecting bank, wealthsimple trade, wealthsimple cash, anything else... ?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal