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How to automate your saving and investing

By WealthHack  Posted on January 12, 2019 In Blog, Investing Tagged automated, automated savings, autopilot investing, mint, tangerine, wealthsimple, wealthsimple round-up Leave a comment 

Guides for Canadian on how to automate their savings and investing without paying fees and taxes

Before following these steps below, you will need to open, a Tangerine Account, WealthSimple Account, and Mint. They’re all free services that will give you a headstart on savings right away and making the money work for you without having to pay taxes.

Things that you need to do first:

  • Open Tangerine Account. Click here for How to open Tangerine Account
  • Open Wealthsimple TFSA Account (You can open RRSP as well)
    Click here for How to open Wealthsimple 
  • Sign up for Mint Financial Tracking App
Overview of How it works

Once you have a Tangerine, Wealthsimple, and Mint account all active, follow these 4 simple steps to connect them all together.

Connect Tangerine to Wealthsimple TFSA

Connect Wealthsimple to Tangerine
Connecting Tangerine to Wealthsimplehttp://bit.ly/wealthsimple-signup

Fund your Account

You can setup Automatic Funding or Manual Funding. I highly recommend to setup automatic funding bi-weekly for as little as $5.

Funding Wealthsimple TFSA
Automate your savings and investing
Wealthsimple Roboadvisor

Activate Round up

This is the core of this whole process. Invest your change! Wealthsimple round-up your purchase to the nearest dollar and invests it in a smart portfolio. Learn more…

Wealthsimple Round up
Invest your spare change!

Connect Tangerine and Wealthsimple to Mint

I like to see all my transactions in one basket. Mint is a good app to track all of your finances. Please check my post on How to use Mint at https://diversepreneur.com/how-to-track-your-financial-in-real-time-using-mint/

Mint App

How to setup and Use Mint account Video Tutorial

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  • Mint financial tracker, planning and budgeting
    How to track your Financial in Real Time using Mint

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