No, your clients are not eligible to participate in Wealthsimple promotions and bonuses (such as assets managed for free).
- 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?