Wealthsimple: how to get started (client friendly)
0:12 Email invitation from your Advisor 0:38 Set up your password 1:00 Visit www.wealthsimple.com to sign in 1:23 Enter in your login credentials (email address and password) 1:45 Wealthsimple homepage 2:23 Completing the risk questionnaire 5:49 Start with this plan 6:50 Sign your agreements 9:23 All done!
0:12 Email invitation from your Advisor 0:38 Set up your password 1:00 Visit www.wealthsimple.com to sign in 1:23 Enter in your login credentials (email address and password) 1:45 Wealthsimple homepage 2:23 Completing the risk questionnaire 5:49 Start with this plan 6:50 Sign your agreements 9:23 All done!