Can my client have more than one sub-advisor? Yes, they must have separate accounts for this, and it will also require a call with a Wealthsimple portfolio manager. Related articles What is a sub-advisor and why does Wealthsimple use them? Can I pick more than one sub advisor as a default? Where can I check fund performance? Can I select my clients portfolio? What tax documents does Wealthsimple provide? Comments 0 comments Article is closed for comments.
Comments
0 comments
Article is closed for comments.