Connecting Wealthsimple takes about 90 seconds. You click Connect on Wealthsimple's card in QuantWheel, log in on Wealthsimple's own website, and approve read-only access. QuantWheel starts syncing your positions, transactions, and cost basis automatically.
Before you start
Required:
- QuantWheel PRO, QuantWheel GEX, or an active $1 trial.
- A Wealthsimple account with online access credentials.
- A web browser (the connection flow doesn't work in the QuantWheel mobile app yet).
Time to complete: 90 seconds
Steps
- In QuantWheel, go to Settings → Broker Integration (or click Manage Brokers in the top bar).
- Find the Wealthsimple card in the list of supported brokers and click Connect.
- An authentication modal appears showing the Wealthsimple logo and asks you for your login information: log in, and confirm data sharing. Enter your Wealthsimple username and password. If you use two-factor authentication on your Wealthsimple account, complete it here.
Click Connect.
- Wealthsimple displays a consent screen listing the read-only access QuantWheel is requesting — positions, transactions, and balances. Approve the request.
- You're returned to the QuantWheel Broker Integration page. Wealthsimple now shows as Connected with Account is syncing status.
First sync process may take up to 15 minutes. Any new future positions you take also may sometimes show with up to a 24 hour delay. This depends on the broker.
Open Open Positions and the Journal in QuantWheel to confirm your positions and trades are appearing.
Common issues
Nothing appears in Open Positions after I connect.
Initial sync takes a few minutes for most brokers. If more time passes and positions still don't appear, see Broker sync failed.
I got an error on Wealthsimple's login page.
The login step runs on Wealthsimple's own website, not QuantWheel. If Wealthsimple returns an error (wrong password, account locked, 2FA failure), resolve it there first. Once you can log in to Wealthsimple directly, retry the QuantWheel connection.
Can I connect multiple Wealthsimple accounts?
Yes. After the first account connects, click Connect on Wealthsimple's card again to add another. Each account is tracked separately; Open Positions and the Journal show the combined view.
Is QuantWheel able to place trades on my Wealthsimple account?
No. Connecting Wealthsimple grants read-only access to positions, transactions, and balances. QuantWheel cannot place trades.
How do I disconnect Wealthsimple?
Go to Settings → Broker Integration. On the Wealthsimple card, click the disconnect option. Disconnecting stops sync immediately; historical imported data stays in the journal unless you delete it separately.
Do I have to re-authenticate after some period?
The OAuth token Wealthsimple issued stays valid until you revoke it from Wealthsimple's side or disconnect from QuantWheel's side. If Wealthsimple force-expires the token (this can happen after a password change or security event), you'll see a re-connection prompt in QuantWheel.