Wealthsimple Platform Review - How To Set Up Your Invest & Trade Account (Best Robo Advisor!)

Wealthsimple is an online investment manager that helps people build smart portfolios - including the robo advisor financial trading platform Wealthsimple Invest, which diversifies your investments and rebalances your portfolio for you, and Wealthsimple Trade, a trading platform that allows you to trade stocks and financial securities on major exchanges. Today, we'll walk you through both platforms, how to sign up, give you some pros and cons of using Wealthsimple, and our overall thoughts on the organization! Get ready, this is a good one!

0:00 Introduction
0:35 Wealthsimple Platform Pros and Cons
3:54 Wealthsimple Invest Platform Review
10:34 Wealthsimple Trade Platform Review
15:36 How To Set Up Your Account

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This content is for education and entertainment purposes only. Steph & Den do not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

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[stephandden]

What are your thoughts on the 2 platforms?! Let us know! 😜

[stoneroofstudios]

Hello! I just recently got into Wealth Simple Trade and have been trying to learn more about investing and stocks. Your channel helped clarify so much for me, thank you both so much! With passive and active investing, there are SO many options and ways you can go about things so it can be overwhelming to start. So thank you again for the clarification!

[ameraalleyne]

I recently found Steph & Den and I am soo thankful. Because I have learned a lot and its hard to find young Canadians talking about finances. So thank you both 🧡🧡🧡

[ayomkp]

Wealthsimple is just the best for Canadian stocks.glad i started at 18

[Theeverydaypractice]

I've got to say.. this is a solid ass page full of amazing content created by amazing people! Great work

[makenapitzel]

I have been super excited for this one! Keep up the great work. Thanks for teaching me so much in all your vids!

[najibah_a]

omg i already love u guys 😩 u guys r so honest, concise and well organized!! u guys explain everything in depth and in simple words for us to understand; young students like me are very appreciative of what u do <33 ty and and i look forward to more helpful and informative videos from u :)) *subscribed 😋

[bianca]

Saving this video - definitely going to watch it again once I've paid off my student loans and start investing later this year! Thanks Steph & Den!

[Dan-zbkh]

You actually aren’t down $1000. It’s because your January deposit hasn’t fully processed in their system (that’s why your % is still positive). Usually takes about a week for it process properly (not sure if you noticed that). I use both platforms so I’m really familiar with it.

[jamuna]

Steph & Den! Thank you so much! Really appreciate this video and explaining things well

[Momentum-Mindset]

Thank you both, for taking the time to put this together. Very helpful!

[cabellxue]

Hey Steph& Dan! Just wanted to say that this video is out right on time as I recently moved some cash to WealthSimple and am planning to start using the WealthSimple Trade soon. So, Thank you! Loved the walk through. I'm looking forward to seeing you share your journey on those platforms with us in the future videos 🤗

[rajs]

I see TFSA accounts under 'Invest & cash' as well as 'Trade & Crypto', Are they both the same TFSA account or separate accounts?

[stephicool]

This is very helpful thank you for the Canadian perspective. I've been in invest and cash and was curious about the trade platform.

[alrightride]

This is perhaps a really basic question, but what is the difference between invest & cash vs trade & crypto, I was hoping you guys would explain that before diving into how to use it.

[fashionisbliss]

Really appreciate you two filming this video! Super informative and very helpful :)

[elvisvo]

Y’all growing so ily so much!!! Your vids really did help me understand investing and getting into the train of how things work 😁

[shelbyborstmayer]

Thanks for always sharing so many of your opinions and your personal accounts! It is very helpful, and I appreciate having fellow Canadians to learn from!

[scug]

13:49 there's 2 market order tabs, not sure if one is suppose to be stop limit buy? Another quick question, can you guys make a video regarding the legal parameters of stock trading (example: if there are any forms needed to be filled out for tax season). regardless informative video !

[sdiep]

i plan to open a trade account through click on your link. 1) can i open a trade account via laptop or must i open via cellphone? 2) how to claim $50 after open account? 3) where do i download the app? for laptop and for cellphone? 4) is it safe to enter personal info ie. SIn, dob, banking info, ...via the app? 6) do i need some sort of antivirus installed on my cellphone to do sign up or tradings? Sorry i ask these questions as i am very new in this. Thanks