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  1. Wealthsimple for Advisors
  2. Product Features

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?
See all 14 articles

Client Dashboard

  • 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?
See all 8 articles

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?
See all 2 articles
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