Import Wealthsimple Managed PDFs

Here’s how to get your Wealthsimple Managed statements out of Wealthsimple and into Greenline.

Download the statement from Wealthsimple

1. Log in to your Wealthsimple account.
2. Click the profile icon on the top right.
3. Select Documents from the menu.
4. You’ll see a list of all your statements.
5. Find the statement for the account you want to import (e.g. TFSA, RRSP). In the video above, we use a TFSA statement from September as an example.
6. Click Open to view the PDF version. (Don’t choose “Download CSV.”)
7. The PDF will usually open in a new tab. Save it to your device. Tip: rename the file to something easy to recognize.

Import it into Greenline

1. Open Greenline and go to the account this file belongs to. If you haven't added that account yet, add it first.
2. Press Upload.
3. Choose Monthly Statement PDF.
4. Drag the file in, or browse for it. One file at a time, up to 10 MB each.
5. Greenline puts the result in your Portfolio Inbox, the tray icon at the top of the screen. Open it, check what was found, and confirm.

Downloaded several months at once? Repeat these steps for each file.

Nothing changes in your portfolio until you confirm it in the inbox. If something was read wrong, you can correct it there.

Still having trouble? Contact us at support@usegreenline.com.