This incident should now be resolved. Please note that the update to better identify the account types are more correct now. However, it did break the historical continuity for existing users. It’s not possible to route new data to old accounts, because account type is part of the account identification and can’t be changed. The…

Managing your investment transactions just got easier with Wealthica's new transaction rules feature. Follow this step-by-step guide to set up rules that automate the categorization and editing of your transactions, saving you time and effort. Transaction Rules Feature Guide to Setting Up Transaction Rules on Wealthica 1. Navigate to the Transactions Tab: Open the Wealthica…

We're working on resolving an issue with the performance power-up, where the performance benchmarks of indices have not updated since January 17.

An issue with syncs sticking in the syncing state has now been resolved. If you have noticed your connection stuck in syncing , please retry. The team has reset syncing institutions from our end as well.