What’s the onboarding process like?

Once you’ve decided on Wealthsimple as your partner for group retirement services, we send over an agreement via Docusign. Once that’s signed, your admin team will go through a comprehensive training session. Our Wealthsimple for Work team will walk you through the platform, teaching you how to set up, access, and update employee information. As soon as you’re comfortable using the platform, we’ll invite the rest of your organization to join your Wealthsimple GRSP.

If any of your employees are already Wealthsimple clients, they can connect their new GRSP plan to an existing account. For those new to Wealthsimple, they’ll need to answer a brief questionnaire (less than 10 minutes) to best assess which portfolio matches their needs.