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How can I connect my Wealthsimple account to Mint?

SOLVEDby TurboTax14Updated almost 2 years ago

You can connect your Wealthsimple Invest account to Mint to get a fuller picture of your finances. However, Wealthsimple Trade accounts aren't currently supported in Mint.

To add your Wealthsimple Invest account, first you need to enable your Mint-specific password. Follow these steps:

  1. Sign in to your Wealthsimple account 
  2. Go to your name in the navigation bar and select Settings
  3. Select Banks & Apps
  4. Check Allow Mint to read my Wealthsimple data
  5. Select Update
  6. Write down your new password and email. You'll use these to add your Wealthsimple account in Mint

Next, add the account in Mint. Follow these steps:

  1. Sign in to your Mint account
  2. Select +Add Accounts (Read this for extra help)
  3. When asked for your Wealthsimple credentials, use your new password and email. It won't be the same password you use to sign in to Wealthsimple

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