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Wealthica Updates

Wealthica Update (Nov. 18, 2022): NBDB Investigation, Fidelity Netbenefits, and dozens of fixes

What's new on Wealthica this week? Fidelity Netbenefits investment positions minor changes Questwealth re-direct error resolved and incorrect account number verification Validate GoPeer transactions W:Data clean-up Wealthica Connect Unlimited announcement What we're still working on... Mobile holdings page improvement, UI clean-up Finalize Fidelity Netbenefits's connector New dividend power-up to be published soon Plus,…

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Introducing Connect Unlimited

Wealthica will be launching a new subscription plan called CONNECT UNLIMITED on January 9th, 2023! We’ll be limiting free accounts to 2 connections, and this subscription will give users the ability to connect an unlimited number of institutions on Wealthica. For many months, Wealthica experienced increased costs (salaries, third-party agreements, infrastructure, datacenter costs, etc.). We…

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Wealthica Updates

Wealthica Update (Nov. 11, 2022): Questwealth, GoPeer, and dozens of fixes

What's new on Wealthica this week? Questwealth is now available, please note it is a separate connector to Questrade Fixed a visual bug on Wealthica dashboard More transaction types for Coinbase GoPeer bug fixes Richardson Wealth bug fixes Identified new terms of service agreement screen, and modifications to Canada Life connector What we're still working on... Mobile App…

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Wealthica Updates

Wealthica Update (Nov. 4, 2022): Questwealth, TD WebBroker, and dozens of fixes

What's new on Wealthica this week? Support for Questwealth as a separate connector Added Bitbuy to our W:Invest marketplace TD WebBroker connector update Enhancements for Burgundy Asset Management connector Mobile App: Updating groups and header Mobile App: Fixes with Home Page, Groups Filters and Holding page What we're still working on... Fixing Canada Life accounts…

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