If I have more than $100,000 in my portfolio, but some or all of it is in a joint account, do I qualify for Wealthsimple Black status? Does the other account holder?

Yes, both you and the other account holder qualify for Wealthsimple Black status. Clients with more than $100,000 in net deposits across all their accounts - including joint accounts - qualify for Wealthsimple Black status and pay a reduced management fee of 0.4% on all holdings. You'll also be eligible for one Priority Pass membership.

Was this article helpful?
0 out of 0 found this helpful