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Onboarding on Wealthsimple video screenshot
00:00
App store listing
00:03
Splash screen
00:06
Start screen
00:16
Enter email
Email field
Form
00:28
Set password
Form
Password input
00:38
Notification permissions
00:46
Use Face ID
00:53
Next steps
00:57
Enter name
Form
Progress bar
01:11
Enter phone number
Form
Phone number input
Progress bar
01:23
Enter d.o.b.
Date input
Form
Progress bar
01:30
Select citizenship
Form
Progress bar
Radio input
01:36
Select country
Form
Progress bar
01:44
Select gender
Form
Progress bar
Radio input
01:54
Add address
Add address
Form
Progress bar
02:01
Address lookup
Location search
Search
02:09
Add employment
Form
Progress bar
Selection
02:15
Add company details
Form
Progress bar
02:24
Enter NI number
Form
Progress bar
02:31
Agree to assumptions
Progress bar
02:39
Next steps
Steps
02:49
Provide more information
Chat
Chat bot
Form
04:48
Portfolio recommendation
Chart
Radio input
05:05
Select recommendation
05:12
Confirm email
05:32
Next steps
Steps
05:40
Select account type
Radio input
05:49
Agree to terms
Agree to terms
Checkbox
06:05
Home
Card
Hero header
Horizontal scroll
This recording shows the onboarding flow for the Wealthsimple iOS app. There were a couple of parts I skipped in the video to avoid leaking information. The main area that was skipped was an overview of the information entered during onboarding to confirm the details were correct.

Screenshots


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Enter email

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Set password

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Notification permissions

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Use Face ID

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Next steps

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Enter name

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Enter name

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Enter phone number

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Enter d.o.b.

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Select citizenship

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Select country

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Select gender

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Add address

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Address lookup

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Add employment

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Add company details

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Enter NI number

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Agree to assumptions

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Next steps

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Provide more information

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Portfolio recommendation

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Select recommendation

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Confirm email

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Select account type

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Home

Emails


Feb 11 2020 - 07:07 - [email protected]

Your debit card payment was successful! - We're getting you invested. Hi Ramy, Good news! £5.00 has been deposited into your Wealthsimple a...

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Feb 14 2020 - 15:32 - [email protected]

Fall in love with smart financial choices - 3 ways to share the love ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Feb 21 2020 - 17:32 - [email protected]

Money 101: Are Premium Bonds Worth It? - The probability of winning a windfall ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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Feb 25 2020 - 15:33 - [email protected]

Keep Calm and Carry On: Coronavirus Edition - Our advice? Stick to your plan ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Feb 27 2020 - 00:22 - [email protected]

Make your account more secure - Turn on two-step verification ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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Feb 28 2020 - 14:32 - [email protected]

Webinar: The Escalating Coronavirus Edition - 3rd March - Our advice? Stick to your plan ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Mar 02 2020 - 19:02 - [email protected]

Webinar: The Coronavirus Edition - 3rd March - Our advice? Stick to your plan ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Mar 03 2020 - 00:23 - [email protected]

How to never think about saving money again - Automate your savings. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Mar 05 2020 - 00:24 - [email protected]

Transfer an account and get more money managed for free - ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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Mar 06 2020 - 12:03 - [email protected]

What you need to know about tax year end - Your personal cheat sheet ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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Mar 07 2020 - 00:25 - [email protected]

Pensions - the smartest way to save for your future - What you need to know ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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Mar 09 2020 - 00:26 - [email protected]

Refer a friend and share the wealth - Get money managed free for a year. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Mar 09 2020 - 19:32 - [email protected]

Keep Calm and Carry On: The Oil Price Edition - Our advice? Stick to your plan ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Mar 11 2020 - 00:27 - [email protected]

You've come into some extra cash — now what? - Reach your goals faster with a one-time deposit. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Mar 12 2020 - 20:02 - [email protected]

Your most common questions about market volatility - And our investment adviser’s answers ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Mar 13 2020 - 16:03 - [email protected]

Seven ways to win tax year end - It’s easier than you think ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Mar 14 2020 - 07:32 - [email protected]

Webinar Invite: Market Update and the Budget - 18th March - What you need to know ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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Mar 18 2020 - 13:03 - [email protected]

We’re here for you - Keep calm, be kind, we’re in this together ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Apr 03 2020 - 16:48 - [email protected]

What on Earth is Actually Going on in the Economy Right Now? - ...and The Government Is Offering Relief. Here's What It Means for You ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Apr 07 2020 - 00:33 - [email protected]

Important information for the 2020/21 tax year - What you need to know ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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Apr 09 2020 - 19:04 - [email protected]

April Market Update - A snapshot of everything you need to know ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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Apr 16 2020 - 09:03 - [email protected]

New Tax Year Webinar - 21st April - Everything you need to know ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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Apr 19 2020 - 06:03 - [email protected]

Reminder: New Tax Year Webinar - Join us 21st April ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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May 09 2020 - 12:33 - [email protected]

May Market Update - A snapshot of everything you need to know ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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May 12 2020 - 17:33 - [email protected]

What to Do When Your Bills Are Bigger Than Your Income - ...and Why Now Is a Really Good Time to Understand How Interest Rates Work ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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May 15 2020 - 06:34 - [email protected]

Your quarterly statement is now available - To view your statement, please login and navigate to the 'My documents' section ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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May 16 2020 - 07:04 - [email protected]

What’s so great about a pension? - The top three reasons to secure your financial future today ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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May 25 2020 - 08:03 - [email protected]

Pensions 101 Webinar - 3rd June - Everything you need to know ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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May 31 2020 - 13:04 - [email protected]

Reminder: Pensions Webinar - Join us on 3rd June ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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Jun 12 2020 - 09:04 - [email protected]

June Market Update - A snapshot of everything you need to know ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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Jun 20 2020 - 07:01 - [email protected]

Transfer a pension and pay no management fees on £10,000 - Don’t miss out ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Jul 01 2020 - 16:31 - [email protected]

Webinar Invite: What on earth has happened in 2020? - 15th July - Everything you need to know ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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Jul 03 2020 - 08:31 - [email protected]

July Market Update - A snapshot of everything you need to know ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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Jul 14 2020 - 08:31 - [email protected]

Webinar Reminder: What on earth has happened in 2020? - Join us on 15th July ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Jul 16 2020 - 13:31 - [email protected]

The Long-Term Economic Disaster of Cash Bail - ...and We Were Not Living Up To Our Principles ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ...

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Jul 25 2020 - 08:01 - [email protected]

Your quarterly statement is now available - To view your statement, please login and navigate to the 'My documents' section ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌...

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Video uploaded: 6 months ago