Email us at firstname.lastname@example.org and we can link your client for you! Once linked, your client will be required to agree to the new Terms & Conditions by selecting "Read Highlights" on their homepage.
- Do Wealthsimple's promotional bonuses impact my pay?
- Do my clients need an email address to open an account?
- Do I need to be with my client every time they sign?
- What browser do you recommend using for the Wealthsimple website?
- Can my client refer me as an Advisor to their friends and family?
- How can I advertise Wealthsimple for Advisors (W4A)?
- Who will contact me going forward?
- Who is there to service me and my clients?
- What if my client signed up without using my invite link?