How do I add a Beneficiary/TOD Recipient to my Wealthsimple Accounts

To add a beneficiary to your Wealthsimple accounts, simply fill out the beneficiary form for each of your corresponding account types (found at the bottom of this FAQ) and upload it to your account here.

When filling the forms, you can find your account numbers at any time in the My Documents section of our website. They are listed in each of your trade confirmations, monthly statements, and Investor Policy Statement.

Once you've uploaded the completed form, you will receive an email from us confirming that your beneficiaries have been added to your account within 1-2 business days and then you'll be all set to go.

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