> For the complete documentation index, see [llms.txt](https://docs.stockhero.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.stockhero.ai/connecting-brokerage/wealthsimple.md). # Wealthsimple https\://www\.wealthsimple.com Wealthsimple users must first establish a USD account within their primary Wealthsimple brokerage account to minimize unnecessary currency conversion fees and for Wealthsimple to provide USD prices to the bots. For detailed instructions on funding your Wealthsimple account with USD, please refer to this [article](https://help.wealthsimple.com/hc/en-ca/articles/4415548242971-Convert-funds-to-USD-or-CAD-within-a-trading-account). Please read this article on how to [Upgrade your Wealthsimple account to a USD account](https://help.wealthsimple.com/hc/en-ca/articles/4414660979355-Upgrade-to-USD-accounts-for-stock-and-crypto-trading). Please remember to fund your Wealthsimple account with USD before deploying the bots. **IMPORTANT:** Users must also maintain a CAD balance in addition to the USD balance. Wealthsimple will evaluate your available balance based on your CAD amount and if there is sufficient CAD cash to execute the trade, the USD balance will be used to buy the stocks. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.stockhero.ai/connecting-brokerage/wealthsimple.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.