Broker import guides
Where to find the activity/transaction export for each supported broker. Menu names shift occasionally — look for "Activity," "Account statements," or "Transaction history" under Documents if yours has moved.
Wealthsimple
Activities export (CSV)
1
Log in to your Wealthsimple profile at my.wealthsimple.com on a desktop browser.
2
Select the Activities tab (clock icon) from the left-side menu.
3
Click Download activities at the top of the activity list.
4
Choose a time period that covers the full tax year, then click Next.
5
Select the account(s) you want to include and click Download CSV.
6
Upload each CSV into Sched3 and nickname it by account (e.g. Personal, TFSA).
Tip: Wealthsimple's CSV columns include transaction_date, symbol, quantity, unit_price, commission, and net_cash_amount. Sched3 maps these automatically. Each account exports separately, so import them one at a time.
Not tax or legal advice. Always confirm capital gains reporting with a qualified accountant. · Made with love in Canada 🇨🇦
© 2026 Sched3