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Wealthica's Journey to $100BWe share everything on our journey to $100B aggregated net worth.

Billy Kawasaki

Billy is Wealthica's General Manager. He oversees the product plan and operations in general. If something looks wrong on your Wealthica account, get in touch with Billy.

82 articles published

Notifications Journey Updates

Wealthica Update #35: Investia, Edward Jones, and more!

Hey Wealthica users! What we fixed... This week, we fixed an outage where 2FA requests failed to show up for some users. This issue affected many institutions, and our dev. team did necessary changes to make sure this doesn’t happen again. We also had some issues with IA connectors (specifically Private Wealth and Investia). For…

September 15, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

RESOLVED: 2FA First Connection Issue

We have resolved an issue where some first connection attempts with institutions that have 2FA were unsuccessful. This issue started on August 24, 2023. We have now resolved this, and first connections with 2FA enabled accounts are back to normal success rates. If you had an issue connecting with an account with 2FA in the…

September 12, 20230Comments

ByBilly Kawasaki

Wealthica Update #34: CI Direct Investing, Manulife and more!

Hey Wealthica users! What we fixed... This week, we released a fix attempt for CI Direct Investing (Virtual Brokers), please try reconnecting it in your Wealthica, and let us know if you still experience issues. Also, we are working on a few other fixes for Manulife Securities, so if you experience issues with it, let…

August 25, 20230Comments

ByBilly Kawasaki

Wealthica Update #33: BMO Nesbitt Burns, Shakepay and more!

Hey Wealthica users! What we fixed... This week, we released a fix for BMO Nesbitt Burns, and all connections should be working well under our new connector. We've published a fix that affected some Manulife GRS where users were not able to connect this institution on the mobile app due to the optional account number…

August 18, 20230Comments

ByBilly Kawasaki

Wealthica Update #32: National Bank, Manulife GRS and more!

Hey Wealthica users! What's new... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. The newest version of the mobile app is available on the App Store and Play Store, so please be sure to update to the latest version: 2.4.0. We've optimized the…

August 4, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

National Bank Online Banking Connectivity – Verifying

We are verifying a fix to resolve an outage with National Bank Online Banking. Please try reconnecting your account. You can follow this incident here.

August 1, 20230Comments

ByBilly Kawasaki

Wealthica Update #31: Dark Mode for mobile app, CI Direct Trading, and more!

Hey Wealthica users! What's new... We have published a new version of the mobile application on both iOS and Android. There are numerous performance improvements and bug fixes. This version includes the highly requested Dark Mode, which you can enable from the Preferences menu. What we fixed... This week, we received a few reports…

July 28, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #30: Performance Enhancements, Sunlife, WS Crypto and more!

Hey Wealthica users! What's new... We have made many performance optimizations that makes loading data on the dashboard much quicker. We've also updated our log-in page design and functionality. We added support for Servus Credit Union through Plaid and a new Quertwealth connector through Yodlee for users who only have a Questwealth Portfolio…

July 21, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

Resolved: Sunlife Connectivity

We have located the issue where certain accounts were not connecting due to an unsupported plan type. The Sunlife connector does not support Long-Term Incentive Program (LTI) plans and accounts with this plan type were not connecting. We are not able to support LTI plans at this time. The connector will now automatically ignore this…

July 21, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

New: Vancity Plaid Connector

We have published a new version of Vancity's connector through Plaid. If you are using the legacy connector through Yodlee, please add it as a new connection and archive your old connection.

June 21, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #29: RBC Online Banking, Desjardins and more!

Hey Wealthica users! What's new... We have a new in-house RBC Online Banking (Core) connector that we've made available to all users. You can also now access Stockchase directly from your Wealthica dashboard to explore opinions on your stocks and find new ones that interest you. What we fixed... We’ve been busy fixing bugs…

June 16, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #28: Wise Connector, RBC Online Banking, Ledger and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we've resolved a balance issue with Sun Life Financial where users reported their accounts were showing a value of 0. We have now resolved this, and the…

June 9, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

Resolved: Access Refused Error with Desjardins

We have resolved an issue where select users were encountering a message "Access Refused". If you encountered this error, please try again now. It should connect correctly.

June 7, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

New Connector: Wise

We've added support for Wise! Please note that only balances are supported. Transactions are not supported at this time.

June 5, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #27: Sunlife, Fiera Capital, and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we've resolved a major issue with Sun Life Financial where users reported their accounts were showing a value of 0. We have now resolved this, and the…

June 2, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #26: Fidelity, Simplii and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we continued with the fixes of the problematic institutions that changed their portals. We fixed: Fidelity Investments connector, which should be able to sync correctly normally now.…

May 26, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #25: Wealthsimple Options, PC Financial and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we continued with the fixes to improve connectivity and data quality with institutions that changed their portals. Firstly, we added support for new Wealthsimple feature - Options!…

May 19, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

Top Wealth Aggregator, Wealthica, adds Vezgo to its Business Solutions

Wealthica and Vezgo, two leading financial and wealth data aggregators, have recently announced their intention to unite their collaboration to create a new B2B-focused brand called Wealthica Business Solutions. The joint venture seeks to provide linked account APIs that cover both traditional finance and Web3 Crypto Data, whitelabel 360-view dashboards, wealth data aggregation & insights,…

May 19, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #24: BMO InvestorLine, iA Private Wealth, Header Updates

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smooth. This week, we were busy fixing a couple of institutions which had issues: BMO InvestorLine fixed. There was a small issue with account balances, which has also been resolved. Please try fixing your…

May 12, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

Fix In-Progress: Scotia iTrade

We are making progress is restoring connectivity to Scotia iTrade. 75% of the rewriting work has been completed. We expect recovery for the connections early next week.

May 10, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

Canada Life GRS | 2FA and Multiple plans support

Canada Life is now requiring 2FA to be set up. In order to connect, please make sure you have set up 2FA. Currently, the Canada Life connector does not support multiple plans. If you have more than one plan under your Canada Life log-in, you will receive a log-in error. We are currently working on…

May 10, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #23: Updates to iOS and Android App, HSBC and more

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we were busy fixing a couple of institutions which had issues, most likely due to the changes that institutions do in April and May every year. We…

May 5, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #22: 2FA Time-Outs, FTQ, GoPeer and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we fixed: 2FA issue where it would time out. This was affecting several institutions, which has now been resolved; FTQ connectivity is restored; the issue with GoPeer…

April 28, 20230Comments

ByBilly Kawasaki

Wealthica Announces Enhanced B2B and Wealth Data Solutions

Wealthica, Canada's top financial aggregation platform, is pleased to announce enhanced institutional and wealth management software solutions, designed to offer institutional partners a cutting-edge solution for their customers. Wealthica offers a robust data engine that provides businesses with comprehensive wealth data. Wealthica's B2B product is specifically designed for wealth managers, family offices and financial institutions that…

April 26, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #21: CIBC Investor’s Edge, Canaccord, Simplii and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we fixed: a partial outage with RBC Online Banking (Yodlee); CIBC Investor's Edge Wood Gundy. Please fix your connection in order to re-connect; connectivity issues with Cannacord…

April 14, 20230Comments

ByBilly Kawasaki

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