Wealthsimple

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How to use your Wealthsimple refer a friend link

  1. Click on the 'Get Deal' button on the right, and it'll take you to the Wealthsimple sign-up page.
  2. Enter your email address and password, and choose your country (Canada, United States, or United Kingdom). Click on the 'Accept your bonus' button below.
  3. To set up your account, you'll have to complete a few steps, first. Click on the 'Get started' button.
  4. The first step is adding some personal details. Answer a few questions to confirm it's really you and your account.
  5. The second step is creating a personalized portfolio based on your financial goals.
  6. The third step is opening an account. You can transfer any of the existing accounts with more than £5,000 to Wealthsimple or you can open a new account.
  7. The last step is funding your accounts. Add your debit card or bank account to make a deposit.

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About Wealthsimple

Wealthsimple is an online investment management service. The company was founded in September 2014, by Michael Katchen. It's headquartered in Toronto, Canada. Along with the website, it has an app you can download from Google Play or App Store, and easily manage your accounts from anywhere. With Wealthsimple, you can invest on autopilot. Just build a portfolio designed for your financial goals, fund your accounts, and watch your money grows. You can start investing in 5 minutes with as little or as much as you want (there's no the account minimum). More than 1 million people use Wealthsimple products worldwide.

Wealthsimple investment advisers

You can book a free Wealthsimple investment consultation with one of its expert investment advisers. You'll get a portfolio review, as well as a free analysis of your financial situation and some advice. Find out how your current investments stack up, and what can you do to fix them. Wealthsimple investment advisers will look at everything, help you set meaningful goals, diagnose your fees, and lower your rates.

Wealthsimple safety and security

People from around the world have trusted Wealthsimple with more than £3 billion. All your assets are held securely by a custodian and FSCS protected (up to £85,000). Powerful backing - Wealthsimple has a powerful backing ($200 million in investments from some of the biggest financial institutions in the world). Your information is encrypted, and two-factor authentication (2FA) protection is used.

Deal Terms

See the deal provider's website for terms & conditions

Discover the best savings at Wealthsimple with our exclusive discount code savings. Learn more about Wealthsimple below

Wealthsimple Latest Discount Code

Use our latest Wealthsimple voucher, promo, discount and referral codes to save on your next shop at wealthsimple.com.

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