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In-App Flows/iOS/Wealthsimple Invest/Account options

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Wealthsimple Invest

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Account options Activities Adding bank account details Adding or moving funds Adjusting portfolio risk level Article detail Automated transfers Cancelling a deposit Choosing a portfolio theme Closing an account Contacting customer service Contribution tracking Customer support number Deposit details Deposit insights Deposit insights (overall)Deposit insights (Save)Editing an account nickname Filtering activities Help History (Save post-deposit)Home Invest Investment account detail (TFSA)Investment history (TFSA)Logging in Logging out Made by Wealthsimple Move funds Onboarding Opening a new account Opening a new account (Save)Opening a new investment account (Personal)Opening a new investment account (TFSA)Overflow Portfolio Portfolio holdings detail Post-deposit portfolio Profile Rewards Roundup Save Save account detail Save history Security Sending an email invite Setting up an automated deposit Sharing an invite link Terms of use View upcoming contributions

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Account options

Archived Mar 22, 2022

Wealthsimple Invest Screen screen in the Account options flow — 1ScreenFree

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