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Get 1 year free

Earn 1 year free when you sign up or earn 1 year free when you refer someone who signs up

Verified May 2021

Wealthsimple Refer a Friend Details


Wealthsimple is the smart way to invest and save. Do more with your money with our smart financial tools and expert advice. Wealthsimple is a digital investment service that uses technology to make investing simpler, smarter and low-cost. The mission is to help everyone achieve their financial goals by making investing simple, affordable, accessible and personalised.

If you sign up as a customer using one of our member's Wealthsimple refer a friend links, you will get 1 year free management of assets up to £5,000. Full terms and conditions can be found below.

Terms and conditions

Referrer instructions

Log in to your Wealthsimple account and get your referral link. Post the link on ReferMeHappy.

Friend instructions

Click on one of the referrer's links above to sign up as a customer to Wealthsimple.

Payment details

As a Wealthsimple client, you can invest for free by inviting friends and family to Wealthsimple. For each friend who joins and funds an account from your referral link, you will get £5,000 in assets managed for free for 12 months. Your friend will also get £5,000 in assets managed for free for 12 months.

Any other conditions?

Please note that even when you have earned Wealthsimple credit, you will always pay a fee of around 0.2% per year for the underlying funds within your Wealthsimple portfolio (as this is paid to each investment manager of the funds within the portfolio).

Is there a limit on referrals?

Only one sign-up promotion, whether through a partner or a friend referral, can be added upon creating your account.

Do I have to be a customer to make referrals?

No you don't. Anyone can sign up to refer others.

How do I find out more?

For full terms and conditions at the Wealthsimple site go to https://help.wealthsimple.com/hc/en-gb/articles/115013650747-How-does-Wealthsimple-s-referral-program-work-

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