No, your client will have access to their Wealthsimple profile on both the mobile site and the app and can self-serve at any time.
- RRIF/LIF/Spousal RRIF Update
- Client Dashboard Update
- Can I brand and white label?
- Can my client open an In Trust For (ITF) account and are they legal trust accounts?
- What kinds of features are there to help my clients save?
- Do I need to be with my client every time they login, set up an account, or process a transaction?
- How does my client update their email address?
- How do my clients access their statements?