Onboarding Flow in Wealthsimple for iOS

Watch a recorded Onboarding flow inside Wealthsimple for iOS. Every screen, tap, and transition is captured step by step — see exactly how Wealthsimple designs the Onboarding experience on iPhone.

Finance, Lifestyle

Wealthsimple is an investment management service that you can start investing with in under five minutes.

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In this video
  • App store listing
  • Splash screen
  • Start screen
  • Enter email
  • Set password
  • Notification permissions
  • Use Face ID
  • Next steps
  • Enter name
  • Enter phone number
  • Enter D.O.B.
  • Select citizenship
  • Select country
  • Select gender
  • Add address
  • Address lookup
  • Add employment
  • Add company details
  • Enter NI number
  • Agree to assumptions
  • Next steps
  • Provide more information
  • Portfolio recommendation
  • Select recommendation
  • Confirm email
  • Next steps
  • Select account type
  • Agree to terms
  • Home
Onboarding 32 Screens
Onboarding screenshot
App store listing
Onboarding screenshot
Splash screen
Onboarding screenshot
Start screen
Onboarding screenshot

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Enter email
Onboarding screenshot

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Set password
Onboarding screenshot

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Notification permissions
Onboarding screenshot

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Use Face ID
Onboarding screenshot

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Next steps
Onboarding screenshot

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Enter name
Onboarding screenshot

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Enter name
Onboarding screenshot

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Enter phone number
Onboarding screenshot

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Enter D.O.B.
Onboarding screenshot

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Select citizenship
Onboarding screenshot

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Select country
Onboarding screenshot

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Select gender
Onboarding screenshot

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Add address
Onboarding screenshot

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Address lookup
Onboarding screenshot

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Add employment
Onboarding screenshot

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Add company details
Onboarding screenshot

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Enter NI number
Onboarding screenshot

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Agree to assumptions
Onboarding screenshot

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Next steps
Onboarding screenshot

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Provide more information
Onboarding screenshot

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Portfolio recommendation
Onboarding screenshot

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Select recommendation
Onboarding screenshot

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Confirm email
Onboarding screenshot

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Confirm email
Onboarding screenshot

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Confirm email
Onboarding screenshot

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Next steps
Onboarding screenshot

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Select account type
Onboarding screenshot

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Agree to terms
Onboarding screenshot

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Wealthsimple Flows

  • App store listing
  • Splash screen
  • Start screen
  • Enter email
  • Set password
  • Notification permissions
  • Use Face ID
  • Next steps
  • Enter name
  • Enter phone number
  • Enter D.O.B.
  • Select citizenship
  • Select country
  • Select gender
  • Add address
  • Address lookup
  • Add employment
  • Add company details
  • Enter NI number
  • Agree to assumptions
  • Next steps
  • Provide more information
  • Portfolio recommendation
  • Select recommendation
  • Confirm email
  • Next steps
  • Select account type
  • Agree to terms
  • Home

Wealthsimple

Onboarding
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Wealthsimple Onboarding Flow on iOS — Screen by Screen

This recording documents the Onboarding flow inside Wealthsimple on iOS, captured screen by screen from the live app. Rather than showing a static screenshot or a summarized case study, it preserves the full sequence — every transition, microcopy change, and UX decision — so you can study what Wealthsimple actually ships, not what they describe.

How Wealthsimple Structures the Onboarding Experience

The Onboarding flow is a specific moment inside the Wealthsimple experience, and studying it in isolation (while still showing it in the context of a real product) makes it easier to extract patterns you can apply elsewhere. Notice how Wealthsimple structures the flow: what it shows first, how it builds momentum, where it places friction, and how it handles completion.

A Real Reference for Onboarding Research

For designers researching Onboarding patterns, this recording gives you a direct, real-world reference. For Wealthsimple enthusiasts or competitors, it's a detailed look at how the brand approaches this specific user journey on iOS.

Frequently Asked Questions

How was this Onboarding flow in Wealthsimple recorded?

The flow was captured directly from the live iOS version of Wealthsimple, preserving the full sequence of screens and interactions exactly as a real user would experience them.

How long is the Onboarding flow in Wealthsimple?

Length depends on how Wealthsimple has designed the flow — some Onboarding sequences are intentionally brief, others include multiple steps. Watch the full recording to see the complete timing.

How often is the Wealthsimple Onboarding flow updated?

Recordings are refreshed when Wealthsimple ships significant redesigns, so the documentation reflects the current iOS experience rather than an outdated version.

Can I see Onboarding flows from other iOS apps to compare?

Yes. The iOS Onboarding flows category collects the same flow type from many different iOS apps, so you can benchmark Wealthsimple against competitors and alternative approaches.