Product Features
Advisor Dashboard
- How do I remove a member from a household?
- How do I create a household?
- Can my associate access my advisor dashboard?
- Does Wealthsimple for Advisors (W4A) provide training to new advisors?
- What is the Activity Feed?
- Can I have my personal accounts and client accounts under the same login?
Client Dashboard
- 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?
Account Management Team
- How do I get into contact with my account manager?
- Who are the account managers and what can they do for me?