NBDB & NBF Requires Email ID

NBDB (National Bank Direct Brokerage) and NBF (National Bank Financial) now require an email address instead of the 8‑digit ID. Connectors will no longer sync unless you update your credentials to use your email address if you previously used the 8‑digit ID. To update this, click NBDB/NBF at the bottom of the main dashboard page, then select Edit,…

February 26, 20260Comments

ByBilly Kawasaki

Notifications

TD WebBroker Incident

Follow the incident page to get updates directly to your email: https://wealthica.freshstatus.io/incident/1569440

February 24, 20260Comments

ByBilly Kawasaki

Investing

Asset Sprawl: The hidden operational cost inside Family Offices

In theory, a Family Office could centralize its wealth at one institution. In practice, no sophisticated UHNW structure ever does. WHY? Because wealth is not a single event. Assets are acquired across multiple eras, jurisdictions, advisors, mandates, deal structures, and family branches. Each new layer of wealth formation tends to create a new “endpoint”…

February 22, 20260Comments

ByBilly Kawasaki

Notifications

🔍 Connectivity Status

You can consult the status of connections with each institution, and follow incidents to receive updates sent to your email directly on our status page: https://wealthica.freshstatus.io/

February 13, 20260Comments

ByBilly Kawasaki

Notifications

Tax season: Get a goPeer RRSP Loan this year.

We’ve partnered with goPeer, Canada’s leading peer-to-peer lending platform, to bring Wealthica users a flexible RRSP loan solution to help you contribute more, sooner. Why this matters An RRSP loan lets you borrow funds when you don’t have enough cash on hand. You can take full advantage of your RRSP room and tax deduction instead…

February 10, 20260Comments

ByBilly Kawasaki