Connect Wealthsimple to AllInvestView
Automatically sync your Wealthsimple portfolio with AllInvestView. Set up in under 2 minutes with secure, read-only access.
Bank-Level Security, Read-Only Access
The connection uses read-only access through SnapTrade's bank-level encrypted infrastructure.
How to Connect Wealthsimple
- Go to Settings > Broker Sync in AllInvestView
- Click "Connect a Broker" and select Wealthsimple
- You'll be redirected to Wealthsimple's secure login
- Enter your credentials and authorize the connection
- Your Trade and Invest accounts will sync automatically
Automatic daily sync, plus manual refresh anytime
What Syncs Automatically
- Stock and ETF holdings
- Crypto positions
- Recent transactions
- Dividend payments
- Account balances
Connect Wealthsimple Now — Free
Start auto-syncing your Wealthsimple portfolio with professional analytics, tax reports, and dividend tracking.
Connect Wealthsimple FreeFrequently Asked Questions
Does it sync Wealthsimple Trade and Invest?
Yes, both self-directed (Trade) and managed (Invest) accounts can be synced to AllInvestView.
Are crypto holdings included?
Yes, cryptocurrency positions from Wealthsimple Crypto sync alongside your stock and ETF holdings.
Can I track TFSA separately?
Yes, each account type syncs as a separate portfolio. You can also create a Combined Portfolio view to see everything together.