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