Plaid has fixed their currency issue for their Scotiabank connector. You can add the Plaid alternative for Scotiabank here: https://app.wealthica.com/dashboard/add-investment/financial/plaid-ins-38?plaid=true If you are satisfied with the data from the Plaid Scotiabank connector, you can archive the Core version to keep history. 

We are aware of the issue with Wealthsimple showing 0 balances. The accounts endpoint is no longer available from the Wealthsimple API. We have reached out to Wealthsimple to ask whether it has been discontinued. Other data points (holdings, transactions, etc). remain available. We will update this page with new developments.  Follow the incident page…

You can now sync and track options positions from: TD WebBroker Qtrade BMO InvestorLine RBC Direct Investing National Bank Direct Brokerage (NBDB) CIBC Investor's Edge Desjardins Disnat

We wanted to let you know that our current status page provider is shutting down on March 31. As a result, we're migrating our status page to a new platform. You can find our new status page at: https://status.wealthica.com To continue receiving status updates and incident notifications, please visit the new page and subscribe again…

We are discontinuing support for Gravatar, which was previously used to personalize your profile photo on the dashboard. Profile photos will now be managed directly through an image selector in the “Preferences” menu. If you previously used a Gravatar image, you will need to re‑upload your profile photo. Thank you for your understanding.

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