Wealthsimple · Investing promotion · Current
Receive a 1% match, or up to 3% while meeting Active Trader conditions, on eligible transfers of at least $25,000
Wealthsimple pays a base 1% transfer match, with a conditional monthly 3% rate for clients meeting Active Trader requirements.
How this promotion works
- Who it is for
- New and existing Canadian Wealthsimple self-directed investing clients of majority age.
- Qualifying action
- Register first, then initiate at least $25,000 in qualifying transfers from another Canadian investment institution within 30 days; transfers must arrive within the following 90 days.
- Apply or enrol by
- No stated registration deadline
- How to apply
- Register online or through an invitation in the app, web account, or from a Wealthsimple representative; no promo code is stated.
- Holding requirement
- Keep the pre-registration balance plus at least 80% of net qualifying transfers at Wealthsimple for 730 days after qualification; excess withdrawals reduce future payments.
- Reward timing
- Paid to a Wealthsimple chequing account in 24 equal monthly payments, starting after the full net funding amount settles.
Key conditions
- The 3% monthly rate applies only while the client meets the published Active Trader trade-count condition; otherwise the month's rate is 1%.
- Cash deposits, internal Wealthsimple transfers, and Group Plan transfers do not qualify.
- A Wealthsimple chequing account in good standing is required to receive payments.