How to Export Your Wealthsimple Activity for Tax Calculation
Wealthsimple lets you export your full trading history as a CSV from the Activity screen. Follow these steps to download and upload it to ActiveACB.
Log In to Wealthsimple
Go to wealthsimple.com/en-ca and sign in to your account. Once logged in, you will see the home dashboard.
Open the Activity Screen
In the left sidebar, click the Activity icon, the clock symbol highlighted in the screenshot. This opens the Activity screen showing your transaction history.
Download Your Activity CSV
At the top right of the Activity screen, click Download activities. In the popup, set the date range to Custom and select from your earliest investment date to December 31 of your tax year, or today if you are calculating the current year.
Click the back arrow to reach the account selection screen, ensure All accounts is checked, then click Download CSV.
Upload to ActiveACB
Return to ActiveACB and upload the downloaded CSV file. The engine automatically excludes TFSA, RRSP, and other registered account transactions from your capital gains calculation.
Before you file from the slip, see why your Wealthsimple T5008 may not reflect your true ACB.
Frequently asked questions
Do I need to select a specific account or can I use All accounts?
All accounts is the correct choice. ActiveACB automatically excludes registered accounts such as TFSA and RRSP, and includes only taxable non-registered transactions in the calculation.
My TFSA gains are not showing in my tax report. Is that normal?
Yes. TFSA and RRSP gains are tax-sheltered and deliberately excluded. Only non-registered account dispositions appear in your Schedule 3 output.
I also have a Questrade or IBKR account. Can I upload both at once?
Yes. ActiveACB supports multi-file upload. Drop your Wealthsimple CSV alongside your Questrade XLSX or IBKR Flex Query XML in the same session.
Why is my crypto account excluded?
Wealthsimple crypto is a separate product with different tax rules. Cryptocurrency capital gains require specialized treatment that ActiveACB does not currently support.