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.
Billy Kawasaki
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…
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…
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…
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…
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…
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…
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…
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…