How to Import Wealthsimple CSVs into Greenline

It’s easy to download and import your Wealthsimple investment data into Greenline.

Step 1: Go to your Monthly Statements in Wealthsimple

• Log into Wealthsimple.
• Select the account you want to export from (TFSA, RRSP, Non-Registered, etc.).
• From the settings menu, select Account settings.

• From the Account view, select Monthly Statements.

Step 2: Download your Monthly Statements

• Statements are grouped by month (e.g., April 2025, March 2025, February 2025).
• Each month contains performance statements for different accounts (USD and CAD).
• Each statement shows:
  1. Statement type (e.g., “March Monthly Statement”)
  2. Account type (e.g., “TFSA”)
  3. Date the statement was generated (e.g., “April 5, 2025”)
  4. Currency (USD or CAD). Greenline supports both USD and CAD accounts!

Step 3: Download every month on file

You only have to do this once, but you will need to download your monthly statements for every month on file.

• Click the Download CSV button next to the statement you want to download.
• You will be prompted to save the file to your computer. Choose a location and save the file.

Step 4: Import into Greenline

Drop your CSV files into Greenline and you’re all set!

Still having trouble? Contact us at support@usegreenline.com.