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🚀 Product Update — Fixes for Manulife, Qtrade, Wealthsimple, EQ Bank & RBC

We’ve been busy behind the scenes making improvements to Wealthica, fixing connector issues, and rolling out small but useful enhancements. Here’s what’s new this week:

🔧 Connector Fixes

Keeping your accounts connected and your data accurate is always our top priority. We’ve rolled out fixes for several institutions:

  • Manulife GRS & Manulife Securities
    Fixed sync errors so balances and holdings update more reliably.
  • Qtrade Transactions
    Corrected missing or incomplete transaction histories. You should now see your full activity in Wealthica.
  • Wealthsimple (Book Value)
    Corrected incorrect book values to ensure they are displayed accurately.
  • EQ Bank
    Investment account inconsistencies resolved. Balances and holdings now line up properly.
  • RBC Bank
    Improved stability for banking connections — syncs should be more reliable.

✨ Account Improvements

We’ve added support for full account numbers, making it easier to distinguish between accounts — especially if you have more than one with the same institution.

This is now available for:

  • Desjardins
  • CIBC Online Banking
  • Scotiabank

🛠️ Still in Progress

Some issues remain on our radar and are actively being worked on:

  • Manually Editing Entries
    Some users encounter errors when editing manually added entries. A fix is in the works.
  • Investia Connector
    Ongoing syncing problems are under investigation.
  • Canada Life GRS
    Some data is not correctly shown for Canada Life GRS.
  • Desjardins VMD
    Persistent syncing issues remain — we’re continuing to work on stability here.

👀 What’s Next

Connector reliability is always at the top of our list. If you run into issues, please let us know via support — your feedback helps us prioritize fixes faster. And stay tuned: more improvements and updates are on the way!