Wealthsimple Referral Code After Signup

Already signed up with Wealthsimple? Eligible clients can add referral code EYFZGA within 7 days of first funding. After that window, recovery is not guaranteed.

By CRC Research TeamUpdated · Reviewed First-party sources checked

Quick Answer

Yes—before funding if code entry is available, or within seven days of first funding.

Not funded yet? Check Rewards Centre for code entry before funding. If you have already funded, enter the code within seven days. After that, contact Wealthsimple support; recovery after 30 days is not guaranteed.

Get the referral code and instructions

Not signed up yet? Open the Wealthsimple referral link first.

Code Entry 7 Days From first funding

Which Situation Are You In?

The right next step depends on whether you have funded the account and when that first funding happened.

Before Funding

Signed Up, Not Funded Yet

Do This: Before funding, open Invite friends in Rewards Centre. If Enter referral code appears, add the code and confirm it was applied.

If the Option Is Missing: Check Referral history.

If No Referrer Is Linked: Contact Wealthsimple support.

Within 7 Days

First Funded Within 7 Days

Do This: Enter EYFZGA now in the Rewards Centre, then confirm Wealthsimple shows “Referral code applied.” See code steps.

If the Option Is Missing: Check Referral history because a referrer may already be linked.

After 7 Days

Funded More Than 7 Days Ago

Contact Wealthsimple support to establish the referral manually. After 30 days, recovery is not guaranteed.

Suggested Message: “I first funded my Wealthsimple account on [date] and missed the referral-code window. Can you check whether referral code EYFZGA can still be applied manually?”

How It Works

  1. Enter the Code

    Enter EYFZGA within seven days of your first funding.

  2. Check Qualifying Funding

    External funding from the seven days before code entry can count toward the $100 qualifying external funding requirement. Add qualifying funds only if needed before the 30-day deadline.

  3. Receive Your Bonus

    Eligible new clients receive the current $25 base bonus.

Fund Within 30 Days. Wealthsimple must receive your qualifying funding before this deadline, measured from when your referral is established. Funding received during the seven days before you enter the code can count toward the requirement.

Bonus Hold. Keep the 180-day hold on the referral bonus from the day it is paid. Removing the bonus early may allow Wealthsimple to deduct or recover it.

Chequing Account Required. The bonus is paid to an eligible Wealthsimple Chequing account. If you do not have one when the bonus is issued, you have 90 days from the first notification to open one.

How to Enter the Code

Use the verified code below, then confirm Wealthsimple shows “Referral code applied.”

Wealthsimple Referral Code EYFZGA

Verified Wealthsimple referral code.

We may receive a referral benefit if you qualify using this code. This does not change your bonus or the recovery rules.

  1. 1
    Log In to the Wealthsimple App

    Open the Home page in Wealthsimple.

  2. 2
    Tap the Gift Icon

    It appears in the top-right corner of Home.

  3. 3
    Open Invite Friends

    Select the Invite friends tab in Rewards Centre.

  4. 4
    Tap Enter Referral Code

    Choose the code-entry option.

  5. 5
    Enter EYFZGA

    Submit the six-character code.

  6. 6
    Confirm the Referral

    Look for Wealthsimple's “Referral code applied” confirmation. If a referrer was already linked, open Referral history to see the referrer's name and your base bonus.

Using Wealthsimple on the Web?

Select the gift icon at the bottom-left of Home. If no referral is linked, choose “Got a referral code? Enter it here.” Open Wealthsimple Sign-In to continue in your existing account.

What Funding Counts?

The current referral requires $100 qualifying external funding into an eligible Wealthsimple account.

Qualifying External Funding

Bank deposits, transfers from other investment institutions, and crypto transfers from external wallets can qualify under the current rules. Wealthsimple measures the $100 minimum as Net Deposits, so withdrawals and transferred margin debit balances reduce the qualifying amount.

Funding That Does Not Count

Internal Wealthsimple transfers, peer-to-peer transfers, Wealthsimple-issued bonuses or promotional credits, group-plan funding, and transfers from Wealthsimple affiliates do not count toward the required qualifying external funding.

Wealthsimple Referral Code After Signup FAQ

Can I add a Wealthsimple referral code after funding?

Yes, if your first funding was within the last seven days. Wealthsimple's current terms allow the referrer's code to be applied in the app during that window.

Where do I enter the Wealthsimple referral code?

In the app, Wealthsimple says to tap the gift icon on Home, open Invite friends, choose Enter referral code, and submit the six-character code. On web, select the gift icon and look for the “Got a referral code? Enter it here.” prompt. If the code-entry option is missing, check Referral history because Wealthsimple says that can mean a referrer is already linked.

What if more than seven days have passed?

The self-serve code-entry window has passed. Wealthsimple's Help Centre says to contact support to have the referral relationship established manually. If more than 30 days have passed since first funding without a referral relationship, support does not guarantee it can still be applied.

What if I entered the wrong Wealthsimple referral code?

Wealthsimple says a referral relationship can be updated only if you have not funded the account and more than 30 days have passed since the incorrect code was entered. If the $25 base bonus has already been paid under the existing referral, the relationship cannot be changed.

Do internal Wealthsimple transfers count toward the funding requirement?

No. The current terms require external funding. Internal transfers, peer-to-peer transfers, Wealthsimple bonuses or promotional credits, and funding from Wealthsimple affiliates do not qualify.

Sources & Verification 2 First-Party Sources Checked

How We Compared

  • Recovery timing and code-entry instructions are checked against Wealthsimple's current 2026 referral terms and Help Centre guidance.
  • Bonus, funding, payout and hold facts use the same current Wealthsimple offer evidence as the canonical CRC deal record.
  • The page separates the seven-day referral-establishment rule from the 30-day qualifying funding period because they are distinct conditions.