How To Setup Your Investment Brokerage App (If You Don’t Have One)

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This is a very brief and simple article outlining step by step how to setup your investment brokerage app. We recommend WealthSimple for Canadians and RobinHood for Americans. The steps to setup each are below.

💰 How to Fund & Invest on WealthSimple Trade

Start with Wealthsimple Trade—a super easy app for new investors. Our affiliate link to get free cash and bonuses when you signup is https://my.wealthsimple.com/app/public/trade-referral-signup?code=QK3XHA

1. Create & Verify Your Account

• Download Wealthsimple Trade app.

• Sign up with email and personal info.

• Enter your Social Insurance Number (SIN) and verify your identity.

2. Add Money to Your Account

• Tap “Add Funds” or “Transfer” on the app’s home page.

• Choose your bank and link it (enter your login securely).

• Enter how much money to transfer (like $50, $100).

• Hit “Confirm”.

• Money appears in your app in 1–3 business days.

3. Pick a Stock

• Tap “Search” and type a company name (like Apple or Tesla).

• View its info: price, chart, etc.

4. Buy Shares

• Tap “Buy”.

• Type number of shares or amount in dollars.

• Review the order.

• Tap “Confirm Buy”.

5. Track Your Investment

• View your Portfolio tab.

• Watch stock prices and your gains or losses.

🦅 How to Fund & Invest on Robinhood

Next up is Robinhood—another easy, beginner-friendly platform.

1. Sign Up & Verify

• Download Robinhood from the App Store or Google Play.

• Sign up with email, phone number, and SSN.

• Robinhood verifies your identity.

2. Add Cash

• Go to the Account tab (person icon).

• Tap “Transfer” or “Bank Transfers”.

• Link your bank and enter amount.

• Tap “Submit”.

• Money will show in 1–3 business days.

3. Find a Stock

• Use the search bar at the top.

• Type the company name or ticker (e.g., AAPL for Apple).

4. Place a Buy Order

• On the stock page, tap “Buy”.

• Choose “Shares” or “Amount”.

• Enter how much you want.

• Use “Market” for current price or “Limit” to set your price.

• Swipe up or tap confirm to buy.

5. Check Your Portfolio

• Go to the Portfolio tab.

• You’ll see your stocks, their current value, and any gains/losses.

If you're serious about improving your financial situation and want a proven path to making money from investments, we’ve created a step-by-step system for you.

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