Convert Wealthsimple Statements to CSV & Excel
Wealthsimple (Canada) statements report activity in CAD — the converter extracts each transaction with the currency preserved, covering the foreign brokers US tax tools ignore.
Drop your brokerage statement here, or click to upload
PDF, PNG, or JPG — up to 20 MB
Statements are processed in-memory and deleted immediately after conversion. We never store your documents or account data — your financial data stays yours.
How the Wealthsimple converter works
Upload the brokerage statement
Drag in a Wealthsimple PDF or image — no account, no setup.
We read and extract
Every line item becomes a structured row — the fields you'd otherwise type by hand.
Download your data
CSV free, or Excel and batches with Pro.
Questions
Which brokers are supported?+
Any broker — US or foreign. It reads the statement directly, so there are no per-broker templates, including the less-common brokers the big tools skip.
Can I export for taxes?+
Yes. Pro exports realized gains to TurboTax TXF and generic 1099 layouts, ready to import.
Is my financial data safe?+
Statements are processed in memory and deleted immediately after conversion. We never store your documents or account data.
Does it handle non-USD statements?+
Yes — foreign and multi-currency statements are supported, with the currency preserved in the description.