Wealthsimple Invest Software

What is Wealthsimple Invest?

The Wealthsimple app is a low-fee investment platform that offers personalized investment portfolios designed for individual financial goals. The app uses smart technology to keep costs low and offers automated deposits, dividend reinvesting, and portfolio rebalancing to help users stay on track for their goals. The app also offers a $0 account minimum, real human advice, socially responsible investing, and a roundup feature that turns everyday purchases into smart investments. The app is backed by state-of-the-art security and encryption and is CIPF protected.

In five minutes we'll build you a low-fee, personalized investment portfolio designed for your financial goals. Want do-it-yourself stock trading? Get Wealthsimple Trade. Your Investments on Autopilot Low-fee ETFs and smart technology keep costs low: 0.5% for accounts under $100k; 0.4% for accounts over $100k. And stay on track for your goals with automated deposits, dividend reinvesting, and portfolio rebalancing. $0 Account Minimums Begin with as little or as much as you want. The earlier you start, the more your money grows. Get Real Human Advice We're loved for our technology. But we also have smart financial advisors ready to help you. You can schedule a portfolio review, ask an account question, or get advice when you need it. And our money experts have a fiduciary responsibility to give advice that's in your best interest. Invest Your Spare Change Our Roundup feature turns your everyday purchases into smart investments. When you link your credit and debit charges, we'll round up to the nearest dollar and put your spare change to work. So your $3.30 cappuccino becomes an automatic $0.70 investment. Like magic! Socially Responsible Investing By investing in socially responsible initiatives across the globe, you can have a well-diversified portfolio that helps build the world you want. We Keep Your Money Safe Over a million people use Wealthsimple products. We use state-of-the-art security and encryption, and investment accounts are CIPF protected. Backed by some of the biggest names in finance and tech, we're growing quickly and globally. Get Smart About Money Our award-winning magazine features human stories to entertain and ideas to help you succeed. While watching our Investing Master Class will make you a personal finance expert in less than 45 minutes. Smart Tech, Simple Design Wealthsimple is the two-time Webby Award winner for the world's best financial website because our platform is simple, intelligent and user-friendly. Featured in the Press • “Investors looking to open an investment account can now do so with just the swipe of a finger.” - The Globe and Mail • “Wealthsimple aims to turn financial services on its head with a new low-cost approach to investing." - Financial Post • “The investment service for young professionals aims to make investing simple and straightforward.” - CNBC • “Arguably Wealthsimple's greatest strength is its variety of features” - Business Insider