Wealthsimple Referral Terms Explained

“New client”: usually means no prior funded account.
“Qualifying deposit”: only certain funding actions count.
“Offer period”: sign-up and funding often both have deadlines.
“Bonus fulfillment”: payout may be delayed after conditions are met.

This page translates referral legal language into plain English.

Terms users misread most often

If you can’t see the offer confirmation at signup, pause and verify before funding.