Short answer: The $1,500 referral bonus that some people have seen advertised was a limited-time Wealthsimple promotion that's now closed. The current referral bonus is $25 using code UHGWMQ. To earn $1,500+ from Wealthsimple today, the 1% Transfer Match is the path — details below.

What Was the "Referral Boost" Promotion?

At various points, Wealthsimple ran a "New Client Referral Boost Promotion" that offered a higher-than-standard bonus for new clients — larger than the typical $25 per referral. If you've seen this advertised somewhere, it's likely referring to one of those limited-time campaigns.

As of July 2026, the New Client Referral Boost Promotion is closed. Wealthsimple's own promotions page confirms: "Wealthsimple New Client Referral Boost Promotion 2026 (CLOSED)."

What the Current Referral Bonus Is

The standard Wealthsimple referral program offers $25 to both the new client and the referrer. It's a simple, always-available promotion with no expiry date.

UHGWMQ

Current code — verified July 2026

RequirementDetail
Who qualifiesNew clients only — never previously funded an account
Minimum deposit$100 from an external bank
Deposit deadlineWithin 30 days of entering the code
Bonus amount$25 cash to both parties
Where it's paidWealthsimple chequing account (must have one open)
When it arrivesWithin 24 hours of deposit settling

How to Actually Earn $1,500+ From Wealthsimple

If your goal is to earn significantly more than $25, the 1% Transfer Match is the only current Wealthsimple promotion that can get you there. Here's the math:

Transfer AmountRateTotal BonusMonthly Payment
$25,0001%$250~$10.42/month
$50,0001%$500~$20.83/month
$100,0001%$1,000~$41.67/month
$150,0001%$1,500~$62.50/month
$200,0001%$2,000~$83.33/month
$50,0003% (Active Trader)$1,500~$62.50/month
$100,0003% (Active Trader)$3,000~$125/month

The bonus is paid as 24 equal monthly instalments. A $150,000 transfer at 1% gives you $62.50/month for two years — $1,500 total.

Important: The 1% Match requires transferred funds to remain in Wealthsimple for 730 days. Withdrawing early cancels remaining payments. This is only a good deal if you were planning to consolidate your investments anyway. Wealthsimple also reimburses your institution's transfer-out fees up to $150.

Can You Stack the $25 Referral and the 1% Match?

Yes — if you're a new client, you can claim both simultaneously. The order matters:

  1. Sign up using code UHGWMQ first — locks in the $25 referral bonus
  2. Enroll in the 1% Match in the app before initiating any transfer
  3. Transfer $25,000+ from your existing institution
  4. Both the $25 and the 1% Match bonuses apply

For a new client transferring $150,000, total earnings: $1,525 ($25 referral + $1,500 transfer match).

What About Earning $1,500 Through Referrals?

There's no cap on the number of people you can refer. At $25 per successful referral, you'd need 60 successful referrals to reach $1,500. This is theoretically possible — if you share your code widely via Reddit, social media, or a website — but requires significant effort. Most people find the 1% Match a faster path to four-figure bonuses if they have the assets to transfer.


Frequently Asked Questions

Is the Wealthsimple $1500 referral bonus still available?
No. The higher Wealthsimple referral boost promotion is closed as of 2026. The current referral bonus is $25 per referral using code UHGWMQ. To earn $1,500+ from Wealthsimple today, you'd need to either transfer $150,000 via the 1% Match promotion, or accumulate 60 successful $25 referrals.
Will Wealthsimple bring back the higher referral bonus?
Wealthsimple has run referral boost promotions in the past and may do so again. They're typically announced through the Rewards Centre in the app and on the official promotions page. Check promotions.wealthsimple.com or your Rewards Centre periodically to see if a new boost promotion is available.
What's the maximum bonus I can earn from Wealthsimple?
The maximum 1% Transfer Match bonus is $20,000 (on a $2,000,000 transfer at 1%) or $60,000 (at the 3% Active Trader rate on $2,000,000). There's no cap on referral bonuses — each successful referral pays $25, unlimited.
Is the Wealthsimple Charm Campaign still running?
The "Charm Campaign" was Wealthsimple's internal name for a specific 1% Match promotion. As of July 2026, this specific campaign is no longer referenced on the promotions page. The standard 1% Transfer Match promotion remains active for eligible clients transferring $25,000+.

Independent site. Not affiliated with Wealthsimple Inc. Verify current promotion status at promotions.wealthsimple.com. → Back to all articles