Show:
Promos
The Chequing Account
Managed Accounts
DIY Accounts
100

What money incoming into individual accounts doesn't count towards any promotions or referral rewards?

Promo payouts, referral credits or GWCS!

100

What kind of prepaid card is our WS Chequing account associated with?

Mastercard 


100

What is the management fee for a standard core client?

0.5%

100

What is DIY's client facing name?

Trade

200

If a client registers for a promo and in Atlas we see 'BDR' - do we cut a PRR JIRA for that or adjust via Promotion Adjustment in SF?

Promotion Adjustment in SF

200

What is the current interest rate for Generation clients?

2.25%

200

SMOP - is this a managed account type by definition, or DIY?

DIY!

200

True or False - We support ETFs listed on the BATS exchange 

True! 
300

How many days does a deposit vs an institutional transfer have to land in order to still be eligible for a promo?

5 days vs 90 days

300

True or false: it's possible to get chequing cards for joint accounts?

False - unless there's a glitch, thanks Laurie

300

How long does an internal transfer take between managed accounts?

5-7 BD

300

What two accounts can be used for Margin collateral 

TFSA and Non-Reg 

400

A client sends a referral link to their spouse. The spouse signs up, funds $100, and qualifies. However, the referring client only has $75 of externally funded assets at Wealthsimple. What happens?

What is the referee can qualify, but the referrer is not eligible for the referral bonus until they meet the minimum eligibility requirements.

400

True or false - the 'Spend' tag in Atlas indicates which chequing account is associated with their prepaid mastercard - this can be switched at any point, however often, to ensure client's can use any of their chequing accounts 

False - you can only switch the Spend feature once every 24 hours


400

True or false - Holding accounts earn interest

False

400

What account type was only made DIY eligible in 2025?

RESP

500

The contributor of a Spousal RRSP transfers in $140,000 under a promotion - who gets the $$ - the contributor or their spouse?

The Spouse aka the Annuitant 

500

Can you send a wire in USD from a Business Chequing account?

No! CAD only 

500

True or False - You can catch up for 3 years worth of contributions every calendar year for RESP Contributions 

False! It's catch up 1 year for every calendar year 

500

What are the requirements for an ETF to be supported on Trade?

  • The asset is on an exchange we support.
  • The asset meets our settlement or average daily volume requirements.
  • The asset isn't delisted, suspended, or halted.