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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.

124 articles published

New Feature: Transaction Rules

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…

February 21, 20240Comments

ByBilly Kawasaki

Help and How To

NEW: Transaction Rules Feature and Guide

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…

February 20, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

Performance Power-up Index Loading

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

February 15, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

✅ Resolved: Infinite Sync

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.

February 5, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

✅ Enhancements to TD WebBroker (Core)

Several updates have been made to the TD WebBroker (Core) connector to improve its quality and stability. If you've experienced challenges connecting with TD WebBroker, please try again.

January 26, 20240Comments

ByBilly Kawasaki

Wealthica Notifications

🔍 Verifying: Connectivity Desjardins Disnat

A fix has been issued for the $0 balance issue. The balances should now be correct after the next daily sync, or you can manually trigger a sync to update the balances.

January 17, 20240Comments

ByBilly Kawasaki

Unlocking Financial Connectivity: Wealthica Launches Canada’s Most Comprehensive Financial API

Montreal, January 12th – Wealthica, the leading Canadian wealth tracker, announces a significant milestone in its commitment to revolutionize the financial technology landscape. With an expansive network connecting over 150 Canadian financial institutions and brokerages, Wealthica proudly exposes its wealth and bank API, inviting fintechs, financial institutions, consumer apps, and portfolio management systems to seamlessly…

January 12, 20240Comments

ByBilly Kawasaki

Notifications Product Features

Wealthica Update #38: New transaction management features + many updates!

Wealthica Product Update We're excited to bring you the latest updates on Wealthica's transaction management. Key Updates to the Transactions Section: Get rid of the checkboxes and old action panel Save inline edit feature Add action panel Set Category as default option in list (only for new users) Disable Fee by default (only for…

December 22, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

TD EasyWeb: Use Core Connector

We've updated the Core TD EasyWeb connector to handle new changes on the TD portal. The Core connector is currently available and working. Yodlee and Plaid connectors are currently down. We have notified these data providers teams.

December 13, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

FTQ | Connectivity Issue

We received reports of syncing issues with FTQ, and our team is investigating this. We will update this page with all developments.

December 11, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

✅ Resolved: Wealthsimple Crypto | Add Institution Issue

We received reports of issues with adding new Wealthsimple Crypto connections. Our dev team is investigating this. We will update this page with all developments. This issue has now been resolved.

December 11, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

RBC Direct Investing | Connectivity Issue

We are working to resolve connectivity with RBC DI, following new security methods put in place by RBC. You can follow the incident here: https://wealthica.freshstatus.io/incident/406535

November 22, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

Resolved: National Bank Online Banking | Connectivity Issue

We received reports of syncing issues with National Bank Online Banking, and our team is investigating this. We will update this page with all developments. Follow the incident page here: https://wealthica.freshstatus.io/incident/404971

November 15, 20230Comments

ByBilly Kawasaki

Journey Updates Notifications

Wealthica Update #36: New Add Connection Flow, Easier Subscription management, 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 released a few more fixes for PC Financial and although the issue is a bit more complex than we thought, we are getting there. Please try it…

October 31, 20230Comments

ByBilly Kawasaki

Wealthica Notifications

✅ RESOLVED: Shakepay Connectivity

A fix has been issued and users are now reporting successfully connecting with Shakepay. You may receive an email from Shakepay to confirm your connection when trying to connect with Wealthica. Please refer to our Knowledge Base article here.

October 3, 20230Comments

ByBilly Kawasaki

Scheduled Maintenance, Infrastructure change

We are scheduling a infrastructure change from Monday, October 2 to Tuesday, October 3. Some add-ons could be unavailable during this time. Follow the status page here: https://wealthica.freshstatus.io/admin/incidents/planned/391987

October 2, 20230Comments

ByBilly Kawasaki

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