Audience

Anyone searching for an online brokers and trading platform

About Wealthsimple

The simple way to grow your money like the world's most sophisticated investors. People love us for our technology. And the team who are always around to answer your questions. Diversifying your investments means you can minimise risk while maximising rewards. We invest your money across the entire stock market using funds that track the global economy. We're what's called a fiduciary. That means we're obligated to give you actionable feedback that's in your best interest, not ours. We use state-of-the-art data encryption when handling your financial information and two-factor authentication (2FA) protection. Wealthsimple is backed by $380M in investment from some of the world's largest financial institutions.

Integrations

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Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

Wealthsimple
Founded: 2014
Canada
www.wealthsimple.com/en-gb/

Videos and Screen Captures

Play Video Wealthsimple Screenshot 1
Qtrade
Qtrade
Build, evaluate, and test your portfolio using analyst research and tools that feature our most advanced risk analysis and portfolio-building technology. Portfolio Creator builds your ideal ETF portfolio when you answer just a few questions. Screeners help you narrow your investment options. Retirement calculator determines how much you need to save. Easy-to-use account dashboard lets you see everything at once. Digital account opening and e-signatures allows you to get up and running quickly. Self-serve capabilities make it easy to access e-statements, contribution requests, foreign exchange requests, and more. Analyst recommendations from Morningstar provide actionable insights. Watchlist lets you monitor stocks before you start trading. Savings and investment calculators help you plan to meet your goals.
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Coinberry
Coinberry
Coinberry is Insured, OSC & FINTRAC registered & PIPEDA compliant and is the only digital asset platform trusted by Canadian Government municipalities. It can take as little as 60 seconds to register and purchase Bitcoins with Coinberry. We offer the best customer service and answer all of your questions, just read our reviews to hear what other members are saying! Security is our top priority and we work very hard to keep your information and crypto secure. Industry-leading security means your crypto and personal information are safe with us. We offer some of the most competitive Bitcoin prices in Canada. Sign up and fund your account today. We take the safety and security of our crypto trading platform extremely seriously by ensuring we have processes that support cold storage, pen-testing, business continuity and disaster recovery plans, multi-sig wallets and audits. This means you can worry less about your crypto wallet being compromised.
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Scotia iTRADE
Scotia iTRADE
Gain investing confidence and make the most of the tools and resources available from Scotia iTRADE®. Transferring funds to your Scotia iTRADE account is simple. Here’s how you can fund your Scotia iTRADE account by transferring money from another Scotiabank account or from another financial institution bank or investment account. Explore our online resources and step-by-step guides to help you manage your investments on your own. Identify new investment opportunities with our Technical Events Stock Screener. Research recent technical events based on stock price movements and formations. Customize charts to include technical indicators and monitor price movements. Keep an eye on the market and get the information you need to make better investment decisions. You can set up an automatic email notification to receive alerts based on specific technical event criteria.
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Tangerine
Tangerine
With tools like automatic contributions, you never have to worry about finding the right time to invest. You may have heard we have low fees across our entire platform and our Investments are no exception. We’ve been helping Canadians save and invest online for over 10 years, so you can feel confident that you’re on track towards your long-term financial goals. Earn tax-free interest on top of the same great advantages of a Tangerine savings account. Enjoy all the guaranteed benefits of our GIC combined with the great features of our Retirement Income Fund. Earn money-back rewards on all of your everyday purchases with a Tangerine credit card. Personalized categories, unlimited money-back monthly and no annual fee. Although Tangerine is a bank without branches, we are much more than a website on the Internet. Our presence is also established via mobile, at our Tangerine locations and through our contact centres.
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Product Details

Platforms Supported
SaaS
Training
Documentation
Webinars
Support
Online

Wealthsimple Frequently Asked Questions

Q: What kinds of users and organization types does Wealthsimple work with?
Q: What languages does Wealthsimple support in their product?
Q: What kind of support options does Wealthsimple offer?
Q: What other applications or services does Wealthsimple integrate with?
Q: What type of training does Wealthsimple provide?

Wealthsimple Product Features

Wealthsimple Reviews

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  • Tatiana P.
    Sales Support Associate
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Easy to figure out & use!"

    Posted 2022-02-07

    Pros: Loved learning about this kind of investing and learning about stocks. Send referrals, earn free stocks - can't get much better!

    Cons: I haven't found any issues as of yet, the site is pretty straightforward & easy to use.

    Overall: Appropriate notices pop up if you need to be made aware of anything before proceeding with the trade, which is fantastic. You can also delay trades for the best price as well, which is great!

    Read More...