Find the step you are on.
Referral codes & funding
Start with signup, eligibility or an existing reward.
How to apply a Wealthsimple referral code
Apply Wealthsimple referral code PGVORW during signup or check the in-app option. Follow the steps, confirm your referral, and review the funding requirements.
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Wealthsimple referral bonus not showing? Start here.
Missing a Wealthsimple referral bonus? Check the linked referral, eligible funding, chequing account and processing status before contacting official support.
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Wealthsimple referral code vs. promo code: what’s different?
Compare Wealthsimple referral links, invite codes and separate promotions. Learn what to verify before assuming different offers have the same conditions.
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Wealthsimple referral eligibility in Canada.
Check Wealthsimple referral eligibility in Canada, provincial age requirements and external-funding examples. Understand the $100 requirement before signing up.
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Why does my Wealthsimple referral bonus need a Chequing account?
Funded a Wealthsimple TFSA or Trade account? Learn why referral rewards go to Chequing, the payout conditions, two 90-day deadlines, and what to check next.
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Can you refer your spouse or family to Wealthsimple?
Understand Wealthsimple spouse and family referrals, joint-account ownership, mutual-referral restrictions, household invitations and common attribution mistakes.
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Can you withdraw after a Wealthsimple referral bonus?
Understand Wealthsimple referral withdrawals: net deposit examples, the 180-day bonus hold, available cash and TFSA contribution-room checks before moving money.
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Is the Wealthsimple referral bonus taxable in Canada?
What the referral terms say about tax, why a missing slip is not an exemption, how CRA gift and windfall tests apply, and what changes inside a registered account.
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Which Wealthsimple account should you open first?
Which accounts count for the $100 referral funding, why Chequing is needed for the payout, and how CRA room rules decide between TFSA, FHSA, RRSP and non-registered.
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Wealthsimple promotions in 2026, and which stack with the referral.
A dated map of the 1% match, Monthly Millionaire, invitation-only referral boosts and closed campaigns, with each offer’s own combinability clause quoted.
Read the guideBrokerage & currency comparisons
Compare the account and money route, including the costs beyond a trade commission.
Wealthsimple vs Questrade Canada: Fees, USD and Transfers
Compare Wealthsimple and Questrade in Canada with current stock fees, USD account costs, currency examples and a practical transfer checklist.
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Wealthsimple vs Webull Canada: USD Costs and Account Fit
Compare Wealthsimple with Webull Canada: USD holding, FX markups, account choices, recurring fees and transfer questions beyond $0 commissions.
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Questrade vs Webull Canada: Fees, USD and Transfer Costs
Compare Questrade and Webull Canada on currency balances, FX, journaling, account availability, recurring fees and the real cost of moving.
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CAD to USD Brokerage Costs: Fees, Spreads and Examples
Understand CAD/USD costs at Wealthsimple, Questrade and Webull Canada with worked fee estimates, USD reuse, conversion tiers and journaling trade-offs.
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Wealthsimple, Questrade, Webull, Moomoo and TD Direct, side by side.
Five brokers in one set of tables: commissions, options, CAD/USD conversion, USD holding, account types, admin fees, transfer costs, referral offers and support hours.
Read the guideMoving an account
Choose the transfer instruction, prepare the request and reconcile what arrives.
Transfer Wealthsimple to Questrade: A Practical Account Guide
Move a Wealthsimple account to Questrade with checks for in-kind holdings, registered plans, USD cash, fractional shares, fees and trailing dividends.
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Transfer Questrade to Wealthsimple: Holdings, USD and Fees
Plan a Questrade-to-Wealthsimple transfer with checks for supported holdings, partial transfers, USD cash, FHSA rules, outgoing fees and reimbursement.
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In-Kind vs Cash Transfers in Canada: What Actually Changes
Understand in-kind, cash, full and partial Canadian brokerage transfers, with registered-plan distinctions, unsupported holdings and practical examples.
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Canadian Brokerage Transfer Delays, Fees and Follow-Up Checklist
Track a Canadian brokerage transfer from request to residual payments, including fees, supporting documents, Webull Canada checks and escalation questions.
Read the guideAccount features, cards & support
Separate client status, product eligibility and the right place to get help.
Wealthsimple Core vs Premium vs Generation: What Changes?
Compare Wealthsimple status thresholds, managed fees, Chequing rates, household rules and the separate credit-card fee waiver in Canada.
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Wealthsimple Credit Card vs Chequing Card: Know the Difference
Compare Wealthsimple prepaid spending and credit cards: borrowing, cash back, fee waivers, credit checks, Visa migration and Canadian account rules.
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How to Apply a Questrade Referral Code (306030314488569)
Where to enter Questrade referral code 306030314488569, the first-account rules, funding source checks and the account-number cutoff for missed codes.
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Wealthsimple vs Questrade Support: Official Contact Routes
Find official Wealthsimple and Questrade Canadian phone/chat routes, prepare a referral support request and use the correct follow-up or complaint process.
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Opening Wealthsimple as a newcomer or international student.
Residency, the SIN that starts with 9, identity checks without a credit file, the Chequing phone rule, and when TFSA, FHSA and RRSP room begins.
Read the guideHow these articles are checked.
Reader questions help identify what needs explaining; a forum comment does not establish a promotion rule. Offer conditions are checked against official Wealthsimple guidance. Tax-related principles link to the Canada Revenue Agency. Examples are illustrative, and drawn walkthroughs are labelled as illustrations.
If an existing referral is already attached, use the relevant troubleshooting steps rather than assuming you need a different code or another profile. For an account decision, contact Wealthsimple; for a correction to these articles, compare the guide with the official source it links. Read our editorial policy.
