Logo

Help Centre

Start investing
   
Submit a request
  1. Wealthsimple for Advisors
  2. Wealthsimple for Work (W4W)
  3. Setting up a new plan with Wealthsimple for Work

Setting up a new plan with Wealthsimple for Work

  • How do I set a different fee for different group plans I manage?
  • How do I add my client's employees to the platform?
  • How do I invite employees to join the GRSP plan?
  • How do I create a group plan?
  • How do I access my client's employer dashboard?
Wealthsimple for Advisors 1-855-255-9038
English (CA) English (US)
Powered by Zendesk