Import Wealthsimple Managed PDFs

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

Steps

1. Log in to your Wealthsimple account.
2. Click the profile icon on the top right.
3. Select Documents from the menu.
4. You’ll see a list of all your statements.
5. Find the latest statement for the account you want to import (e.g. TFSA, RRSP, etc.). In the video above, we use a TFSA statement from September as an example.
6. Click Open to view the PDF version. (Don’t choose “Download CSV.”)
7. The PDF will usually open in a new tab. Save it to your device. Tip: Rename the file to something easy to recognize.
8. Just drop this into Greenline!

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