Import Wealthsimple Holdings CSV

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

Step 1: Go to your Documents Page in Wealthsimple

• Log into Wealthsimple.
• From the profile menu, select Documents.

Step 2: Download your Holdings Snapshot

• Click the Request Documents button.

• This opens a new window with a list of document types. Select the Holdings report (CSV) document type.

• This will provide a list of accounts to collect data from. Select all the investment accounts you want to collect data from and click the Download CSV button.

Step 3: Import into Greenline

Download and import your Holdings report CSVs into Greenline as often as you want!

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