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April 2, 2025 · New feature

Greenline now supports Wealthsimple

Upload your Wealthsimple holdings report and your positions, cost basis, and accounts flow in automatically.

By Sammy Lau ·
Wealthsimple support in Greenline

Wealthsimple is the brokerage that brought commission-free trading to Canada. When Wealthsimple Trade launched in 2019, it was the first platform in the country to offer zero-commission stock and ETF trades. Today more than three million Canadians have a Wealthsimple account, and for a huge share of new investors, it was the first place they ever bought a share.

Now all of that data has a proper home in Greenline.

Upload your Wealthsimple holdings report and every position, cost basis, and account gets pulled in automatically. TFSA, RRSP, FHSA, personal, crypto. All of it comes across, and all of it lines up next to anything else you hold elsewhere.

If Wealthsimple was where you started, Greenline is where you can finally see what all of that investing has actually built.

Get started in Greenline.