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o.'.. Q Product Team Meeting 4% Post to Slack 2 Share Q
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fH Create Workspace Q Jane Smith (£) Apr24 at1:06 PM-1:09 PM () 00:03  ({) Copy Summary
2 Shared With o Hiring, prioritizing, and updating the company
@ Home handbook. (0:07)
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TS chart showing how mature we're going to be at a given point in time,
which raised questions about whether we were forecasting that accurately.
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update thanks to Kenny for creating that issue. Somebody at a direction
maturity page to talk about that.
o Speaker 2 0:45
was just me just your offensive so | was adding the link there. Folks. Seen
the updates there for the charts. Just check it out. So got a good way you
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Basic (Free) not, based on some of the trends, and there's also if vou scroll down
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BB R weTe gonna nave a tnira group |r° Ivianage ared, ana Gape wiii iead -
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LfE Create Workspace , . o
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elastic. So thank you to everyone who's been involved in the hiring loop. | . Hiring, prioritizing, and updating the company
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L4 Create Work: ;
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® Otter Al Chat [ New ] Y P

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Target Gabe Weaver for a third manage PM role leading a new team
Onboard new hire Dove Herskovits as APM for monitoring
Review changes made to customer results language in handbook by
Christie and David Sakamoto
Otter, was | mentioned?
Outline
Otter, what are the action items from this meeting?
Hiring, prioritizing, and updating the company handbook.
Basic (Free) Otter, what were the decisions made?
- ¢ Speaker 2 mentions updates to the hiring process, including the addition of a third PM
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L4 Create Work: ;
BE reate Workspace o Jane Smith () Apr 24 at 1:06 PM - 1:09 PM  (©) 00:03 () Copy Summary
2 Shared With
©® Home
Summary Transcript

® Otter Al Chat [ New ] Y P

& My Conversations

© All Conversations Speaker 1 and Speaker 2 discussed updates and strategies for the growth team.

TN P ew Speaker 2 shared updates on hiring progress and the importance of internal

sas APPS

. feedback. Speaker 1 questioned the addition of new content and suggested

¢ More . )

prioritizing ruthlessly. They also defined the charter for the Manage area and
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DIRECT MESSAGES Action Items (O
Confirm accuracy of or update maturity flow chart view created by Josh
FOLDERS
Message people or @otter about the
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Target Gabe Weaver for a third manage PM role leading a new team
Onboard new hire Dove Herskovits as APM for monitoring
Review changes made to customer results language in handbook by
Christie and David Sakamoto
Otter, was | mentioned?
Outline
Otter, what are the action items from this meeting?
Hiring, prioritizing, and updating the company handbook.
Basic (Free) Otter, what were the decisions made?
- ¢ Speaker 2 mentions updates to the hiring process, including the addition of a third PM
6 of 300 monthly minutes used team and the hiring of a new APM monitoring.
* Speaker 1 questions the addition of "prioritize ruthlessly” to the customer results section, Message people or @otter
seeking clarification on the change.
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L4 Create Work: ;
BE reate Workspace o Jane Smith () Apr 24 at 1:06 PM - 1:09 PM  (©) 00:03 () Copy Summary
2 Shared With
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® Otter Al Chat [ New ] Y P
& My Conversations
© All Conversations Speaker 1 and Speaker 2 discussed updates and strategies for the growth team.
TN P ew Speaker 2 shared updates on hiring progress and the importance of internal
sas APPS
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prioritizing ruthlessly. They also defined the charter for the Manage area and
ETOTES discussed content creation priorities. ®
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DIRECT MESSAGES Action Items (O
Confirm accuracy of or update maturity flow chart view created by Josh
FOLDERS
Message people or @otter about the
Check updates to maturity page charts conversation
Target Gabe Weaver for a third manage PM role leading a new team
Onboard new hire Dove Herskovits as APM for monitoring
Review changes made to customer results language in handbook by
Christie and David Sakamoto
Otter, was | mentioned?
Outline
Otter, what are the action items from this meeting?
Hiring, prioritizing, and updating the company handbook.
Basic (Free) Otter, what were the decisions made?
- ¢ Speaker 2 mentions updates to the hiring process, including the addition of a third PM
6 of 300 monthly minutes used team and the hiring of a new APM monitoring.
* Speaker 1 questions the addition of "prioritize ruthlessly” to the customer results section, Message people or @otter
seeking clarification on the change.
|o.'.. Q Product Team Meeting 4% Post to Slack Q
o Jane Smith Chat Comments
jsmithg - i [
famith8@cortent Product Team Meeting
L4 Create Work: ;
BE reate Workspace o Jane Smith () Apr 24 at 1:06 PM - 1:09 PM  (©) 00:03 () Copy Summary
2 Shared With
©® Home
Summary Transcript
® Otter Al Chat [ New ] Y P
& My Conversations
© All Conversations Speaker 1 and Speaker 2 discussed updates and strategies for the growth team.
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sas APPS
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Confirm accuracy of or update maturity flow chart view created by Josh
FOLDERS
Message people or @otter about the
Check updates to maturity page charts conversation
Target Gabe Weaver for a third manage PM role leading a new team
Onboard new hire Dove Herskovits as APM for monitoring
Review changes made to customer results language in handbook by
Christie and David Sakamoto
Otter, was | mentioned?
Outline
Otter, what are the action items from this meeting?
Hiring, prioritizing, and updating the company handbook.
Basic (Free) Otter, what were the decisions made?
- ¢ Speaker 2 mentions updates to the hiring process, including the addition of a third PM
6 of 300 monthly minutes used team and the hiring of a new APM monitoring.
* Speaker 1 questions the addition of "prioritize ruthlessly” to the customer results section, Message people or @otter
seeking clarification on the change.


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maturity page to talk about that.
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o Earn 4% interest on your Cash account
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.. Investment portfolios built by experts
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But with management fees as low as 0.5%.
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|09:41 all T (@)
K, Commission-free trading
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.. Investment portfolios built by experts
%
But with management fees as low as 0.5%.
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Adding a stock to watchlist

screenPatterns:
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Product Detail
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Nickname

screenKeywords:
9:41 oll ¥ .
< Nickname
*@gmail.com
16/20
» Your nickname is visible to users in the community
who have selected the same language as you. You
can change it 3 times before the year ends. The
quota resets yearly. Super/Diamond Merchants are
not allowed to change their nicknames.
« It'll take a few minutes for us to review and approve
a new global name or nickname
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does not contain disrespectful words, OKX official
names (i.e. product names) and names from other
trading platforms
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|9:41 ol S

< User center e
©
‘@gmail.com

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Identity verification N
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uiD 556427449425646358
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Crypto

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screenElements:
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Card

screenKeywords:
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$O CAD

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Explore all benefits

screenKeywords:
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& Explore all benefits

e Trade U.S. stocks with ease
Convert CAD to USD with a 1.5% FX fee when
you make a trade

® $2 per contract options trades

e Up to $50,000 CAD in instant deposits

® No commission fees

Crypto

® Trade crypto with ease
Buy, sell, transfer, and earn on dozens of
cryptocurrencies with ease.

Spend & save

® 4% interest on your Cash account

Human customer support

® Help whenever you need it
No automated responses when you call or email
us — just real humans ready to help you

For full fee disclosures refer to DIY Investments Fee Schedule, Managed

Investments Fee Schedule, and Crypto Fee Schedule.

|
|09:41 all ¥ @)
Your top Core benefits
o Earn 4% interest on your Cash account
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K, Commission-free trading
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.. Investment portfolios built by experts
e
But with management fees as low as 0.5%.
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account. T&Cs apply. Q
More
USD accounts  Inactive
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|09:41 all T @)
& Explore all benefits
Managed investing
® 0.5% management fee
Pay less compared to traditional mutual funds,
who charge up to 2%

Self-directed investing

® Trade U.S. stocks with ease
Convert CAD to USD with a 1.5% FX fee when
you make a trade

® $2 per contract options trades

® Up to $50,000 CAD in instant deposits

® No commission fees

Crypto

® Trade crypto with ease
Buy, sell, transfer, and earn on dozens of
cryptocurrencies with ease.

Spend & save

® 4% interest on your Cash account

Human customer support


Adding funds via debit card

actions:
Connecting & Linking
Transferring Money & Donating

screenPatterns:
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|09:41 all ¥ @
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Drop event details

screenElements:
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screenPatterns:
Shop & Storefront
Browse & Discover

screenPatterns:
Browse & Discover
Dashboard

screenElements:
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screenPatterns:
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Event Detail

screenKeywords:
9-41 -Ill ? (I
< EFAS Passportall... => 0
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The rewards consist of a total of 300 allowlist spots.
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Join us in this “OKX x Earth From Another Sun:
genesis NFT allowlist giveaway” event and get your
hands on a guaranteed allowlist for the genesis-. v
() How does it work?
Rewards
Tasks


Apply for a loan

screenPatterns:
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screenKeywords:
9:41 llll? [
{ Flexible Loan ®
@ Latest APR 10.00% >

| want to borrow
100 @ USDT ~
~ $100.05
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|9:41 wll
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Cash activity

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& Cash activity =
April 3, 2024

Cash received $5.00 CAD
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Cash sent - $5.00 CAD
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April 2, 2024
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April 3, 2024
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Wealthsimple Cash is offered by Wealthsimple Investments Inc,
IIROC member and Wealthsimple Payments Inc. Learn more
A Q & O


Adjusting preferences

actions:
Editing & Updating
Selecting & Choosing

screenKeywords:
9:41 llll? |
< User center oF
@gmail.com

Preferences
Language
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Stablecoin preference
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|9.41 wll T (@m)
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Amount BIC  61,106.7  0.09624
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61,106.0 0.16041
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Total USDT
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Max buy 0 BTC 61,103.2 0.12217
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Orders (0)v Assets ts (0) @
A O 9 5
OKX Discover Trade Grow Assets
. ]
|9.41 oll ¥ @
< User center o2
@ )
jdo***@gmail.com

Profile  Security  Preferences Notification
Language English >
Currency IDR >
Stablecoin preference UsDT >
Appearance Light >
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2 change & ooomurc >
Market indicators Turnover >
Haptic feedba gl mmm— O
|Select chart colors
B1 Green up, red down (V]
Red up, green down


Cryptopedia

screenPatterns:
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Other Content

screenKeywords:
9.41 all ¥ @
DApp Cryptopedia Events
(]
OKX Cryptopedia
Explore DApps on various blockchain networks
and earn rewards
(55 Rewards center =g
Live now
‘Season 15 High reward
¢ zkLink
Share $300K rewards
9 DApps 2, 567.7K
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$300K of ZKL
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¢ Solana
Interact with various Solana DApps .
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|9.41 all T @
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A Async Finance
Async Finance is a one-stop platform that offers
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|9.41 all ¥ @
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Async Finance

2 94K participants ZKL

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2 85K participants ZKL + $50K LKS

KKEX %

2 62.5K participants ZKL
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zkLink develops zero-knowledge blockchain
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2 140.2K participants ZKL
zkLink Nova


All categories

screenKeywords:
09:41 all ¥ (@)
& Aerospace and Defence
_, MT $453.34 USD
Lockheed Martin Co... +$0.55 (+0.12%)
g TGl $14.38 USD
Triumph Group Inc. -$0.27 (-1.84%)
. LDOS $128.91 USD
Leidos Holdings Inc -$1.51 (-1.16%)
— NOC $466.34 USD
Northrop Grumman... -$5.01 (-1.06%)
- L $205.12 USD
L3Harris Technologi... -$3.44 (-1.65%)
... GD $290.57 USD
General Dynamics... -$0.98 (-0.34%)
4, CAE $26.75 CAD
Cae Inc. -$0.71 (-2.59%)
og HXL $70.96 USD
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Hexcel Corp. -$0.84 (-1.16%)
g UAVS $0.6815 USD
|09:41 all ¥ (@)
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Advertising and Marketing
Aerospace and Defence
Agriculture
Alcohol and Tobacco
Apparel and Footwear
Automotive
Banking
Biotech

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Aerospace and
Defence
Building for the air and on the ground.
36 stocks Most active VvV
a BA $188.09 USD
Boeing Co. -$1.41 (-0.74%)
@ HON $200.23 USD
Honeywell Internati... -$1.78 (-0.88%)
Spirit Aerosystems H... -$0.88 (-2.48%)
weres KTOS $18.05 USD
Kratos Defense & Se... -$0.31 (-1.69%)
'\ AME $180.44 USD
Ametek Inc -$0.02 (-0.01%)
ocmon KT $94.13 USD
Textron Inc. -$1.20 (-1.26%)
|09:41 all T @)
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ETFs Technology
Crypto All categories

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Support

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< Support
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Submit your request using y A J
our web form. —
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If you're unsatisfied with your experience,
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Our Resolutions team is available to support
with negative account balances. Reach us by
phone at 1-888-890-3410 on weekdays
between 8am and 8pm (EST), or by email at
resolutions@wealthsimple.com
Fact sheets >
Privacy policy 7
Terms of use 2
Version 2.133.0 (11416) c178
|09:41 all ¥ @m
< Support
Email :
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Submit your request using )"( J
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our web form. —
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learn more about ways to file a complaint.
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Our Resolutions team is available to support
with negative account balances. Reach us by
phone at 1-888-890-3410 on weekdays
between 8am and 8pm (EST), or by email at
resolutions@wealthsimple.com
Fact sheets >
Privacy policy 2
|09:41 all T (@)
K, Commission-free trading
Plus instant deposits up to $50,000 CAD.
.. Investment portfolios built by experts
e
But with management fees as low as 0.5%.
Explore all benefits 2>
Earn more from referrals
$25 for you, $25 for them
Refer friends and you'll both get
$25 when they open and fund an
account. T&Cs apply. Q
More
USD accounts  Inactive
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Support S
Talk to a real human.
|09:41 all ¥ @)
< Support
Need some help?
Monday-Friday: 2am—-6épm (ET)
Saturday & Sunday: closed
*Business hours may be subject to change on holidays
Help centre
Fast answers to all of the @
most common questions.
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Chat with our team of o
experts in real-time. .
Phone support (
Call us at ‘1
1-855-255-9038.
Email ; -
Submit your request using )\’(\


Adding a wallet

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Empty State
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screenKeywords:
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+  Create a new seed phrase or >
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Create a keyless wallet with your >
exchange account
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phrase safe with cloud backup or by
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|9.41 all T @
X Manage wallet
Total assets
$0.00
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‘E' jdo***@gmail.com o
-+  Add smart account
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Home (Exchange)

screenPatterns: Home Progress

screenPatterns: Home Pricing

screenElements:
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Segmented Control
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Accordion

screenPatterns:
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Home
Pricing

screenKeywords:
9-41 -Ill ? (I
2T Exchange Wallet 'ﬁ' Gr
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Favorites Top Hot Gainers New
Name Last price Change
O & $62,694.6 [T
Bitcoin
O & $3,200.1 [
Ethereum
a O e R B
OKX Discover Trade Grow Assets
|9.41 oll ¥ @
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Polygon
S XRP £0.41624 ELNED:
Ripple
e =t £110.61 [RLPAL
Solana
@) POGE £0.10671 [
Dogecoin
Announcements
OKX to list ZeroLend (ZERO) for spot trading
05/03/2024, 15:00
OKX completed GF token migration
05/02/2024, 13:00
OKX to list perpetual for MSN crypto, along
with its margin trading and Simple Earn
04/29/2024, 13:00
View more
o o © o =
OKX Discover Trade Grow Assets
|9.41 all © @
2T Exchange Wallet ﬁ' Gr
Favorites Top Hot Gainers New
Name Turnover Last price Change
BTC /usDT 63,680 +0.80%
$871.49M $63,700.38 :
ETH/usbT 3,084.57 +0.71%
$324.61M $3,085.56 L
OKB /usDT 50.8 +0.55%
$3.82M $50.8163 :
MATIC s usDT 0.7117 +0.25%
$11.58M $0.71193 =
XRP /uUsDT 0.5436 +0.64%
$49.01M $0.54377 =
SOL / usDT 156.38 +231%
$219.39M $156.43 :
DOGE / uspT 0.15642 ~0.05%
$106.64M $0.15647 S
TON /UsDT 5.851 +1.22%
$41.39M $5.8529 :
Announcements

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OKX Discover Trade Grow Assets
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Est total value ©
18.93 uso-
-- Today®
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N — up for grabs in our ongoing
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Favorites Top Hot Gainers New
Name Last price Change
O o $62,805.8 IR
O 675.32 +1.59%
a O R B
OKX Discover Trade Grow Assets
|9.41 all T @
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| agree to the Client Account Agreement and as
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Managed portfolios

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Shared household finances S
No
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Estimate any annual income from employment, rental
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|09:41 all T =
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$ 60,000
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In 6-9 years O
More than 9 years from now O
In the year: O

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|09:41 all T =
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Customize your portfolio with a
theme
Each account can have a different portfolio theme.
Choose one to start, you can always change it later.

—
Classic
Invest in an intelligent portfolio Invest in
of low-fee funds that are optimized fc
designed to meet your financial complies
goals.
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|
|09:41 all ¥ @
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Scenario 1
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months later, your portfolio has lost 13.3% and is now
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debt. We'll make a portfolio recommendation that
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information below is accurate.

Your net worth
$110,000
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>
$60,000
|09:41 all T =
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Estimate the value of your home today, car, and any
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Your asset value
$ 50,000
|09:41 all ¥ (@
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anytime but there’s an annual contribution limit.
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months later, your portfolio has lost 13.3% and is now
worth $13,005. What would you do?

Invest more O

Do nothing O

Change portfolio and invest less O

Withdraw some O

Withdraw all O
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|09:41 all T @
3 8.
Do you share finances with a
partner living in your household?
This usually includes any shared accounts or assets, like
a house, you have with a spouse or a common-law
partner.

Yes O
No O
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|09:41 all T @)
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investing?

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Let's build your portfolio
To create the ideal portfolio for you, we need to learn
more about your goals and timeline. Then, we'll
recommend a personalized portfolio that aligns with
your goals, timeline, and risk tolerance.
|
|09:41 all ¥ @
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Buy a home @
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|09:41 all T @
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Say you have $15,000 invested in a Growth Portfolio.
Two years later, your portfolio has lost 19.1% and is
now worth $12,135. What would you do?

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|09:41 all T .
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@ Curated by experts
Our team researches the market and chooses a
diverse mix of assets so you don't have to.
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values, goals, and risk tolerance.
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opportunities without high fees — and get human
help along the way.
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|09:41 all T =
& Open a new account
Which account would you like to
open?
Managed
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No deposit limits or withdrawal restrictions but O
you'll pay taxes on your earnings.
TFSA
Earnings are tax-free and you can withdraw O
anytime but there’s an annual contribution limit.
FHSA
Contributions are tax deductible and earnings O
are tax-free. Withdraw anytime, tax-free, so long
as it's for your first home.
RRSP
You won't pay income tax on your deposits or O
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|09:41 all T =
< 8.
Please review your agreement to
continue.

Account Holder Information

TFSA account #: CAD (assigned by

Wealthsimple Investments Inc.)

» Agreement Details

WSII User Agreement (Effective January 1, 2024) EN

2
Self-Directed Tax-Free Savings Account Declaration of
Trust [
| agree to the Discretionary Management

Agreement and the Client Account Agreement
and as of today, | certify that the information |
have provided in the following is correct: New
Account Application Form (TFSA), Application
for a Tax-Free Savings Account.
Update my personal information
|09:41 all T @
< 8.
Do you share finances with a
partner living in your household?
This usually includes any shared accounts or assets, like
a house, you have with a spouse or a common-law
partner.

Yes O
N ®
|09:41 all T =
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Now, let’s determine your risk
tolerance
How you respond to market downturns is up to you. But
our advice in these scenarios is simple: stick to your
plan. Instead of reacting to big changes in the market,
you should choose a level of risk you're comfortable
with and stay the course.

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ask how you'd react to two hypothetical scenarios.
Learn more about risk [2
|
|09:41 all ¥ @
3 8.
When would you like to
withdraw most of this money to
buy a home?

Most of this money refers to greater than 75% of the
total amount.

In 0-3 years O
In 4-5 years @
In 6-9 years O
More than 9 years from now O
In the year: O

e.a. 2034
|09:41 all T .
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How flexible is your 4-5 year
goal term?

If you can adjust the timing or amount you plan to
spend, you could afford to take on more risk.

Not flexible

You have a fixed timeline and budget, like saving O
for a wedding or paying for tuition.

Somewhat flexible

You're okay with minor adjustments, like waiting @
a few more years to buy a house or buying a

cheaper car.

Very flexible

You're okay with pushing back the goal O
indefinitely, and can take on higher risk.
|09:41 all ¥ @m
< 8.
Confirm your information
Please take a moment to verify that the
information below is accurate.

Your net worth
$65,000
Shared household finances S
No
Your income
>
$50,000
Your savings
>
$15,000
|09:41 ull T @m)
& 8
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No
Your savings X
1 2 3
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4 5 6
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|09:41 all T .
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What's your annual income?
Estimate any annual income from employment, rental
properties, pensions, and investments.

Your income
$ 50,000
|09:41 all T @
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investing?

RGN S
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|09:41 all ¥ @
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Leave behind an estate O
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|09:41 all T =
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If you save
every month
About this portfolio
Designed for investors who are likely to need their
money within the next 3-9 years, or approaching
retirement. If you're relatively cautious, but are looking
for a return that comes with reasonable risk, this
portfolio is for you.
Equity Fixed income
To discuss other options for your portfolio, get in touch
with a member of our advisor team.
Book a call [2
Open this portfolio
|
|09:41 all T =
< {3
Customize your portfolio with a
theme
Each account can have a different portfolio theme.
Choose one to start, you can always change it later.

Socially Responsible |
Invest in a portfolio of funds Invest in an
that's screened for environmental of low-fe
and social impact — and designed to
performance.
Learn more about SRI 2 Learn mor:
Continue
|09:41 all T @m)
& X
) Likely: $29.2k-$37.7k
(] Less likely: $23.4k-$29.2k or $37.7k-$43.5k
Based on a $15,000 initial deposit and $200
monthly deposit over 5 years
If you start with a
initial contribution
Change this value to see how your money could grow.
You'll choose your actual initial contribution later.
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About this portfolio
Open this portfolio
|09:41 all T =
8 X
, we recommend a
Balanced Portfolio for your goal
Given your moderate timeline and comfort level with
short-term losses, we recommend taking on average
risk in pursuit of moderate returns.
By age 33, you could have
around $34.1k.®
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Today Age 33
Open this portfolio


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Editing a wallet

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