How to export Wealthsimple (WS) transactions to CSV
Step-by-step instructions to download your transaction history for use with Prosperi.
Steps
- 1Log in to your Wealthsimple profile at wealthsimple.com
- 2Select your Profile icon in the top right corner
- 3Select "Documents" from the menu
- 4Under Filters, open the "Account" menu
- 5Select your desired self-directed, crypto, or Chequing account(s)
- 6Open the "Document type" menu
- 7Select "Performance statements"
- 8Select "Download CSV" to download the CSV file
- 9We recommend you rename the file indicating the account type and date range for organization
Pro tips
- • Download 3–6 months of data at a time for best results.
- • Make sure to select "CSV" format (not PDF or QFX).
- • Rename the file with the account type and date range (e.g.
td-chequing-2025-01.csv) for organization.
Once you have your CSV, upload it to Prosperi to see your spending categorized automatically.
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