How do I access my client's employer dashboard?

Quick Start

1. Access your employer dashboard (you are here)
2. Add employees to the platform
3. Create a group plan
4. Add employees to a group plan to send e-mail invitations

How do I access my client's employer dashboard?

Access to your client's employer dashboard is granted on an individual basis. Once your access request has been approved, head to the top-left drop-down menu to access the employer dashboard.

How to request access to the employer dashboard for yourself and additional plan administrators

1. During on-boarding, you will be asked to provide the name and e-mail address of your plan administrator.
1. If your plan administrator has an existing account, the employer dashboard will be attached to his/her Wealthsimple account. Wealthsimple will notify the administrator once the employer account has been attached to his/her account.
2. If you need to add additional plan administrators to your client's employer account:
1. Please have the additional administrator open a Wealthsimple account.
2. Request access for the new plan administrator at w4w@wealthsimple.com . Please indicate the name and e-mail address used to open the new plan administrator's Wealthsimple account in your request.
3. Wealthsimple will notify the new plan administrator once the employer account has been attached to his/her Wealthsimple account.

New to Wealthsimple for Work? Book a call with us to learn more about offering group plan to your company.

Already using our platform? Please contact us at advisors@wealthsimple.com for support.