[Wealthsimple] Wealthsimple Summer Margin Match (2% margin accounts; 1% on other accounts)

Whether you’re a new or existing client, here are the steps you need to take:

First, register for the offer through one of the following:

A notification inviting you from your Wealthsimple app
In your Wealthsimple reward centre on the iOS, Android app or the web
An advertisement inviting you to register
Via wealthsimple.com/get-in-touch/summer-match
An invitation from a Wealthsimple Business Development Representative or Advisor

Then, complete one of the following actions within 30 days of registering (your qualification period):

Match bonus

After registering for the offer, make account transfers totalling $25,000 or more into your Self-directed Investing, Managed Investing, or Crypto account(s) within 30 days of registration. Cash deposits are not eligible.
If you qualify, you’ll receive a 1% match on eligible account types paid in monthly installments.
If you transfer a non-registered account with a margin debit balance of at least $10,000 that was created before August 5, 2025, you’ll receive a 2% match on the assets in the account.

During the transfer process, we may request account statements to verify your margin balance as of August 4, 2025.

Margin interest rebate

After registering for the offer, open a new margin-enabled account using these instructions, OR enable margin on an existing non-registered account using these instructions
If you qualify, you’ll receive 0% interest on up to $10k of margin debit balance for 1 month after account funding, reimbursed on October 5, 2025 or 1 month after the margin account is funded, whichever is later.

When do I get the bonus?

The bonus will be applied as twelve (12) equal monthly payments to your Wealthsimple Chequing account(s) beginning after Wealthsimple receives all qualifying funding and within sixty (60) days of Wealthsimple receiving the Net Funding Amount in full.

To receive the bonus, clients must have a CAD Wealthsimple chequing account for which they are the sole or Primary owner (if Joint) and all accounts must be in good standing.

Statistics: Posted by Germack — Aug 6th, 2025 10:48 am