How to download your Wealthsimple statements
PDF BETA · OFX SAFERPDF (beta).
Wealthsimple issues monthly PDF statements for Cash and Save accounts. The parser is a scaffold built from documented layouts.
Steps
- 01Web login → your account → Documents → Monthly statements (PDF).
- 02Cash and Save accounts both work; drop the PDF into Pare.
Worth knowing
Wealthsimple doesn't offer an OFX export, so PDF is the only path. Check your first import's totals against the statement summary.
What Pare does with it
Drop the file into Pare and it parses the transactions locally, categorises them, and builds spending trends, budgets and a cash-flow forecast. Uploaded PDFs are deleted the moment they're parsed, and Pare never asks for your bank login. You can also self-host it so the data never leaves your machine.
Try it free →