Connect Wealthsimple to WealthWise

Automatically sync your Wealthsimple accounts (RRSP, TFSA, FHSA, non-registered) to WealthWise via SnapTrade. Read-only connection — your password never leaves Wealthsimple.

Wealthsimple Trade and Wealthsimple Invest are the most popular online brokers in Canada — about 3 million Canadian users. But their interface only gives a surface view: today's value, raw performance. To truly understand how your portfolio behaves (FIRE, sector allocation, projected dividends, S&P 500/TSX benchmark), you need a complementary analytics tool.

WealthWise connects to Wealthsimple via SnapTrade, a Canadian aggregator specialized in broker connectivity. Your positions, transactions, dividends received, and per-account balances sync automatically — no manual copy-paste needed.

How to connect Wealthsimple to WealthWise (5 steps)

Create a free WealthWise account
Go to mywealthwise.ca and create your free account with email + password or via Google. No credit card needed.
Open Settings → Connected brokers
Once in the app, click the Settings icon (top right), then select the "Connected brokers" section.
Click Connect → Choose Wealthsimple
Click "Connect a broker", select Wealthsimple from the list. A SnapTrade OAuth popup opens and redirects you to Wealthsimple's official site.
Authorize WealthWise (read-only)
You sign in to Wealthsimple as usual — your password is entered on wealthsimple.com, not on WealthWise. Approve the read-only access request.
Sync your accounts
Back in WealthWise, your RRSP, TFSA, FHSA, non-registered, and margin accounts appear. Click "Sync" to import all your positions and full transaction history.

What the Wealthsimple connection allows (and doesn't)

Action	WealthWise via SnapTrade
See your current positions	Yes, updated daily
See transaction history	Yes, up to several years
See dividends received	Yes, with exact date and amount
Calculate ACB	Yes, adjusted automatically
Sector analysis	Yes, heatmap + diversification
Monte Carlo FIRE projection	Yes, based on your real positions
Buy or sell assets	No — not our role, we're not a broker
Deposit or withdraw money	No — only at Wealthsimple
Change your Wealthsimple password	No — we never have access
Give personalized advice	No — consult a licensed advisor in your province

Why this "read-only" positioning?

WealthWise is an analytics tool, not a broker or registered advisor. By staying read-only, we avoid any regulatory gray zone and your funds stay 100% at Wealthsimple. You retain full control of your money.

Security and privacy

SnapTrade is a Canadian aggregator (based in Toronto) that follows industry standards: end-to-end TLS encryption, short-lived OAuth 2.0 tokens, SOC 2 Type II audits. WealthWise stores your tokens encrypted in Supabase (database hosted in Montreal, compliant with Quebec's Law 25). No Wealthsimple password ever transits through our servers.

You can revoke access at any time:

From Wealthsimple: Settings → Connected apps → SnapTrade → Remove access
From WealthWise: Settings → Connected brokers → Disconnect Wealthsimple

Revocation is instant. Your historical data remains in WealthWise (you can delete it independently).

Comparison: Wealthsimple alone vs Wealthsimple + WealthWise

Wealthsimple offers a simple, efficient broker experience: buy/sell, automatic deposits, RRSP/TFSA. But their dashboards remain intentionally minimal — no FIRE analysis, no sector heatmap, no Monte Carlo projection, no index benchmark. WealthWise fills exactly that gap: you keep Wealthsimple to execute, and you use WealthWise to understand.

Frequently Asked Questions

Is it safe to connect Wealthsimple to WealthWise?

Yes. The connection uses OAuth via SnapTrade, a regulated Canadian aggregator. WealthWise never sees your Wealthsimple password and only receives an encrypted read-only token, revocable at any time.

Does WealthWise see my Wealthsimple password?

No, never. You enter your credentials directly on Wealthsimple's site during the OAuth authorization. WealthWise only receives an API token, with no way to access your password.

Can WealthWise trade for me at Wealthsimple?

No. Our token is read-only. WealthWise cannot buy, sell, deposit, or withdraw at Wealthsimple. We are not registered as a broker with your provincial securities regulator.

Which Wealthsimple accounts are synced?

All your Wealthsimple Trade and Wealthsimple Invest accounts: RRSP, TFSA, FHSA, RESP, margin, and non-registered accounts. Cash and crypto accounts are also supported via SnapTrade.

What happens if I revoke access?

Your historical data remains in WealthWise (you can delete it in Settings). No new sync happens after revocation. Revocation is done from Wealthsimple (Settings → Connected apps) or from WealthWise.

How often does the data sync?

One automatic sync per day is included in the free plan. Essential offers 4 syncs per day, Premium unlimited. You can also trigger a manual sync at any time.

Is connecting Wealthsimple free?

Yes. The WealthWise free plan includes connecting one broker and one daily sync. No card required.

Which broker will be supported next?

Interactive Brokers (IBKR) is being integrated and will be available in Q3 2026. RBC Direct, BMO InvestorLine, TD Direct, and National Bank Direct follow in Q4 2026.

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