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r/Wealthsimple

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Wealthsimple Referral Megathread
MOD

Welcome to the Wealthsimple (WS) Referral Megathread

Before sharing your WS referral, we kindly request that you take a moment to review the rules carefully.

Note that WS referrals have been consolidated, which eliminates the need to have separate referral megathreads for Invest, Trade/Crypto, and Cash.

For those looking to use a referral, please select the referral from the available posts that best aligns with your investment plans for the first 30 days after opening your account.

Amount to be invested Which level should be chosen
Investing between $1 - 99,999: choose a referral with no listed level or Core
Investing between $100,000 - 499,999: choose a Premium referral
Investing $500,000+: choose a Generation referral

It is strongly recommended that individuals investing less than $99,999 within the first 30 days consider using a referral with no level specified or "Core". For those investing more, it is advisable to use either a "Premium" or "Generation" referral to receive the corresponding bonus. More details can be found below in #9, and in the following link: https://promotions.wealthsimple.com/hc/en-ca/articles/19646567019035

In this thread, referrals are randomized using contest mode, ensuring that no preference is given to any referrals, whether old or new. However, feel free to scroll through the list and pick a random referral to use.

Rules:

  1. Each user can only post one link/code for WealthSimple.

  2. No duplicate posts.

  3. Only post the referral link/code, and include the client status if applicable (see #9 for more details).

  4. Do not use any special formatting, such as Bold, Italics, Headings, bullets, quotes, code, emojis, etc.

  5. Do not use URL shorteners or redirection services.

  6. Do not post a DM request.

  7. Do not post a referral code for a non-Wealthsimple product.

  8. Feedback, questions, or comments/replies that are not referrals are only allowed under the stickied comment by the mod.

  9. If you are a Premium or a Generation client, please indicate it next to your referral (see below for formatting guidelines) and be truthful about your level status as there's no benefit in lying. Please note that lying about your status level may put you at a disadvantage, as new WS clients probably have less than $100K to invest and would be using a Core referral to sign up. Therefore, it may increase the likelihood of your referral being used if it is not labeled as Premium or Generation. If no status level is listed, it will be assumed you are a Core client. More info as to why client level matters in relation to referrals: https://promotions.wealthsimple.com/hc/en-ca/articles/19646567019035

Post format:

Here are examples on how your referral can be posted:

Link:

Code Only:

  • CODE123

  • Core CODE123

  • Core (CODE123)

  • Premium CODE123

  • Premium (CODE123)

  • Generation CODE123

  • Generation (CODE123)

No additional text is permitted.

Users who do not comply with these rules may have their post removed and face the possibility of a permanent ban.


Had a Financial Planning Meeting at 8AM and the advisor didn't show up. Anyone else have that experience? Had a Financial Planning Meeting at 8AM and the advisor didn't show up. Anyone else have that experience?

As apart of the generation account I get free financial planning. I set up a meeting a week ago and they didn't show up. The customer service so far has been complete atrocious, anyone else having this issue/experience?

Update:

They called an hour later and apologized for being late, said another meeting ran late. Advice was good.


Make your next big move with Photoshop. Everyone can scale.
Make your next big move with Photoshop. Everyone can scale.


Forgot about deposit bonus Forgot about deposit bonus
Cash

Hello,

I deposited 20k into WS cash yesterday and forgot about the deposit bonus , I was on the chat with an employee wondering if I qualify for it since I registered for the promo after depositing and couldn’t get a straight answer, he just keep saying I can only advise on the terms and conditions of the promo, do i have to take funds back out and put them back in to qualify? Has this happened to anyone else?