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Wealthsimple is a bank based in Toronto, Canada. Its account statements are issued as PDFs through online and mobile banking. Upload the statement PDF below and download an OFX-formatted export of the statement's transactions — extracted, normalized and reconciled first.
OFX exists so statements can move between financial software without retyping. The export writes the Wealthsimple transactions into that format, preserving dates, amounts and descriptions in their tagged fields.
The main use is any workflow that asks for a 'bank statement file' rather than a spreadsheet. Statements from Canada banks print dates as a written month or day/month/year — "Apr 3, 2026" and 03/04/2026 both appear and amounts with a comma for thousands and a point for decimals (1,234.56) — the converter's locale-aware reader handles that layout, and then the reconciliation check proves the result: the extracted transactions must add up to the balances printed on the statement itself, or the conversion is flagged.
Reconciliation is what separates conversion from copying. Once the Wealthsimple transactions are extracted, the converter replays them: opening balance plus each row in turn must reproduce every printed running balance and land exactly on the closing figure. A dropped row, a duplicated row or a misread digit breaks the chain and is flagged at the row where it breaks, with the expected and printed balances shown side by side.
Before converting, spend thirty seconds on the Wealthsimple document itself: confirm the period matches the month you are closing, note the opening and closing balances, and scan for the period's largest transactions. In a sectioned layout — deposits, then withdrawals, then fees — compare section totals first. Knowing which layout you hold tells you where to look before the marked rows even load.
In Canada, bookkeepers commonly work in QuickBooks, Wave, Xero and Sage; the Excel and CSV exports from this converter are the files those tools import, and the QuickBooks export is laid out for direct import where the tool accepts it.
Ask clients for the issued PDFs rather than portal screenshots or spreadsheet exports. The PDF is the only version that carries the balances the check needs, and a folder of monthly PDFs plus their conversion results is an audit trail that assembles itself.
If your software offers both OFX import and a live bank feed for the same account, use one or the other for a given period, never both: the same transactions arriving twice is the most common cause of a doubled month.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
Tip: a statement that covers a partial period (account opened or closed mid-month) still converts and reconciles; its balances simply anchor a shorter chain.
Get the PDF from Wealthsimple's statements area, upload it here, and download the converted an OFX-formatted export of the statement's transactions. The converter reads the transactions, standardizes the columns and verifies the totals against the statement before the file is ready.
Expect a written month or day/month/year — "Apr 3, 2026" and 03/04/2026 both appear dates and amounts with a comma for thousands and a point for decimals (1,234.56) on a Wealthsimple statement. The reader is locale-aware, so those conventions are handled rather than misread, and the output columns come out in the standard layout regardless.
Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.
Date, Description, Amount, Debit, Credit and Balance — the same normalized columns for every bank, so a Wealthsimple file and a file from any other bank in Canada can be imported and reviewed the same way.
The conversion is flagged, and the rows whose running balance disagrees with the statement are marked with the expected and printed figures. Nothing is silently adjusted — you see exactly where the statement and the extraction part company.
Yes. Scans and photo-based PDFs are read with OCR and marked as OCR-extracted. The reconciliation check applies identically; on a poor scan it is the check that tells you whether the read can be trusted.
No. There is no sign-up: upload the PDF, check the reconciliation result, download the file. Uploaded files and exports are deleted automatically within 15 minutes.
The statement PDF. It is the issued document and it carries the opening and closing balances the reconciliation check verifies against; a portal CSV has the transactions but nothing to prove them against.
No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.
Convert the same Wealthsimple statement PDF to Excel instead.
Convert the same Wealthsimple statement PDF to CSV instead.
Convert the same Wealthsimple statement PDF to QuickBooks instead.
Back to the Wealthsimple statement converter hub or the Canada bank directory. Other Canada banks: Royal Bank of Canada statement to OFX · TD Canada Trust statement to OFX · Scotiabank statement to OFX · BMO statement to OFX
Your first conversion is free — no card, no sign-up — and every result is checked against the statement itself before you download it.