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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.

125 articles published

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

Journey Updates

Wealthica Update #20: CIBC Investor’s Edge, Yodlee Connectors, 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 our Wealthsimple Trade connector, and syncs are back up for everyone; CIBC Investor's Edge Wood Gundy. Please fix your connection in…

April 12, 20230Comments

ByBilly Kawasaki

Wealthica Now Aggregating $25B in Assets

Wealthica, the leading Financial Data Platform in Canada, now tracks over $25 billion dollars worth of assets, including stocks and bonds, real estate, crypto currencies and more on the platform. Investors can use Wealthica's aggregation technology to leverage their data and generate income reports, adjusted cost basis, and other relevant information about their portfolio. As tax…

April 11, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #19: Google Sheets Auto-Update, Gestion Férique 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 added one of the most requested features in Wealthica - adding stocks manually! Now, if you have a Stockchase account, you can track your stock holdings…

March 31, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #18: TD WebBroker fix, and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey as smooth as possible. This week, we were very busy fixing multiple connector issues, and we were quite successful with it! We are excited to announce that we fixed the TD WebBroker issue, which was…

March 24, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #17: update for iOS app, Manulife Securities fix, and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smooth. We had a small issue with AGF connector new screen, which we quickly fixed, and all connections should work as expected now! Manulife Securities connector is finally fixed and we received many positive feedbacks…

March 17, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #16: Transactions tab fix, support ticket issue resolved.

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother. We found a bug with our ticketing system which left some tickets from the past unanswered, so we've been busy answering all users that haven’t got a reply and fixing their problems! Reminder: usual…

March 10, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #15: Connector fixes & more, plus Mobile App updates

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. With the help of a Wealthica user, we finally made progress with fixing Manulife Security and the development is now complete. We are moving to testing. Fidelity NetBenefits has…

March 3, 20230Comments

ByBilly Kawasaki

Product Features Mises à jour

Wealthica Update #13 (Feb. 10, 2022): SMS 2FA Delivery

This week's featured update: We are working to stabilize the delivery of the SMS 2FA codes. We are having some issues with our Amazon setup. Please update your 2FA to App-Based authentication for a seamless experience. You can find the guide here! What's new on Wealthica this week? EQ Bank connectivity resolved Raymon James…

February 10, 20230Comments

ByBilly Kawasaki