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,…

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

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/

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…

Great news! Wealthica Power-Ups are now available in our iOS and Android mobile apps. The feature is currently in beta, but you can start using it right away and enhance your Wealthica experience directly from your phone. 👉 Make sure you’re running the latest version of the app, then tap the lightning icon at the…

We’re excited to introduce a highly requested feature: you can now export your institution and asset list directly from your Wealthica dashboard to a CSV file! This new functionality makes it easier than ever to: Back up your account and asset data Export balances, change over period in $ and % per account Share with your…

We’ve just released a new and simplified Wealthsimple connector that makes it easier to track all your Wealthsimple accounts in one place! What’s new? You no longer need separate connections for Wealthsimple Invest, Trade, Cash, and Save. With the updated Wealthsimple connector, all of this data will now come through with a single connection.…

We have restored connectivity with Tangerine. Please try manually syncing if you are still seeing stale data.

Tangerine, Canada Life and a couple other connectors are having issues syncing. Please refer to the status page here: https://wealthica.freshstatus.io

You can now choose to display or hide the widget drawer. Simply click on the arrow icon to open and close the drawer. To edit your widgets, click on the ellipsis to the left of the arrow icon.

This issue has now been resolved. We are currently investigating an issue with Holdings, where some values may be incorrect. Our team is working on it, and we will update this page with all developments: https://wealthica.freshstatus.io/incident/1327561

🚀 Exciting News! Wealthica is revolutionizing multi-generational wealth management with the launch of our Family Office portal! 🎉 Designed for high-net-worth families and financial advisors, this new version offers: ✅ Comprehensive asset aggregation (investments, real estate, private equity & more) ✅ Advanced reporting & insights for smarter decision-making ✅ Enhanced security to protect your financial data Read our press release here: EN: https://www.newswire.ca/news-releases/wealthica-unveils-family-office-version-to-revolutionize-multi-generational-wealth-management-802184277.html FR: https://www.newswire.ca/fr/news-releases/wealthica-devoile-la-version-family-office-pour-revolutionner-la-gestion-de-patrimoine-multi-generationnelle-856531200.html Interested? Email us at…

We have re-implemented and improved the transactions for banking accounts, chequing, cash and credit. The sync is now much faster and detailed. Now we support up to 1 year of transactions being retrieved during the initial sync, where previously we only fetched 31 days of transactions.

We are aware of some issues with RBC DI and our data team is currently investigating this. You can follow the incident and get updates via our incident page for this: https://wealthica.freshstatus.io/incident/1083672

We are working on adding 2FA support to Olympia Trust. Current connections will continue syncing until a 2FA is requested, at which point it may pause. We are working on adding 2FA support. Follow this page for updates: https://wealthica.freshstatus.io/incident/1083650

Hey Wealthica users! What's been shipped! Over the past few weeks, our dedicated team has been working diligently to resolve critical connectivity issues affecting RBC Online Banking and Direct Investing . Thanks to their efforts, the necessary fixes and updates have been successfully deployed, addressing the challenges that impacted many users. f you're…

You can now bulk select transactions to delete, change category or change type.