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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: WEALTHSIMPLE US, LTD.CRD Number: 284471Annual Amendment All Sections

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How to fill out wealthsimple us ltd

01

Go to the Wealthsimple US Ltd website

02

Click on the 'Sign Up' button

03

Enter your personal information such as name, email, and password

04

Verify your email address

05

Complete the risk assessment questionnaire

06

Link your bank account to fund your Wealthsimple account

07

Choose your investment portfolio

Who needs wealthsimple us ltd?

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Individuals who are looking for a simple and low-cost way to invest in the US market

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People who want to start investing but may not have experience or knowledge about investing

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Those who prefer a hands-off approach to investing and want a robo-advisor to manage their investments

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What is wealthsimple us ltd?

Wealthsimple US Ltd is a financial technology company that provides investment services and solutions, primarily focusing on helping individuals manage their wealth and investments through an online platform.

Who is required to file wealthsimple us ltd?

Individuals and entities that meet certain criteria, such as those with specific financial accounts or investments with Wealthsimple US Ltd, may be required to file documentation related to their financial activities.

How to fill out wealthsimple us ltd?

To fill out Wealthsimple US Ltd forms, individuals need to provide personal and financial information as requested, ensuring all details are accurate and complete before submission.

What is the purpose of wealthsimple us ltd?

The purpose of Wealthsimple US Ltd is to simplify investing and financial management for users, making it accessible and straightforward for individuals to grow their wealth over time.

What information must be reported on wealthsimple us ltd?

Users must report information such as account balances, investment returns, and any fees incurred, as well as personal identification details relevant to their financial status.

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