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…
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…
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…
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…
This week's featured update:
Our Android application has gotten even better with a fresh new look and more functionality. Download it today here!
What's new on Wealthica this week?
Bitbuy connector has been updated to accommodate their new website design
EQ Bank, added support for their spending account
Resolved the SunLife connector not showing…
This week's featured update:
There is a new dividend tracking power-up now available on the power-up store. There are two version, a paid full-features version for $9.99/year or a lite version for free.
What's new on Wealthica this week?
Banking connectivity gets a reliability boost with Plaid connectors. Read our blog here.…
This week's featured update:
We have published an update for our mobile application on iOS! Read our blog post dedicated to the new app here.
An update for the Android version is currently in development and will be available next week!
What's new on Wealthica this week?
Implemented Open Banking for Chase Bank…
What's new on Wealthica this week?
Overall sync issue due to a problem with proxies fixed 10 Year Promo adjustments made First successful connections with Plaid integration Issue with FTQ 2FA fixed
What we're still working on...
Issue with Investia due to the introduction of new visual changes Issue with Fidelity Investments Canada due to…
What's new on Wealthica this week?
Fidelity Netbenefits connector bugs resolved FTQ outage repaired Plaid connector template has been completed W:Data fixes for admin TD WebBroker fixed crashed due to empty transactions Fixed minor Questwealth log-in bugs
What we're still working on...
Mobile application updates for holdings page and other bug fixes New dividend power-up…
What's new on Wealthica this week?
Fidelity Netbenefits investment positions minor changes Questwealth re-direct error resolved and incorrect account number verification Validate GoPeer transactions W:Data clean-up Wealthica Connect Unlimited announcement
What we're still working on...
Mobile holdings page improvement, UI clean-up Finalize Fidelity Netbenefits's connector New dividend power-up to be published soon
Plus,…
Wealthica will be launching a new subscription plan called CONNECT UNLIMITED on January 9th, 2023! We’ll be limiting free accounts to 2 connections, and this subscription will give users the ability to connect an unlimited number of institutions on Wealthica.
For many months, Wealthica experienced increased costs (salaries, third-party agreements, infrastructure, datacenter costs, etc.). We…
What's new on Wealthica this week?
Questwealth is now available, please note it is a separate connector to Questrade Fixed a visual bug on Wealthica dashboard More transaction types for Coinbase GoPeer bug fixes Richardson Wealth bug fixes Identified new terms of service agreement screen, and modifications to Canada Life connector
What we're still working on...
Mobile App…
What's new on Wealthica this week?
Support for Questwealth as a separate connector Added Bitbuy to our W:Invest marketplace TD WebBroker connector update Enhancements for Burgundy Asset Management connector Mobile App: Updating groups and header Mobile App: Fixes with Home Page, Groups Filters and Holding page
What we're still working on...
Fixing Canada Life accounts…
What's new on Wealthica this week?
iA Private Wealth improvements to holdings and transactions Fixed BMO Nesbitt Burns duplicate accounts issue Added Questwealth oauth credentials support, new connector coming next week! Enhancements for Burgundy Asset Management connector Mobile App: Override categories for an account Mobile App: Fixes for different screen sizes Mobile App: bugs…
What's new on Wealthica this week?
Updated Manulife GRS connector New Manulife VIP Room (previously Standard Life) connector We rewrote Manulife Securities to adapt to new Mutli-Factor Security flow Tangerine connector has been updated for improved stability (mixed results so far) The TD WebBroker connector has been rewritten (mixed results so far) Resolved Binance transactions…
What's new on Wealthica this week?
Updates to GoPeer connector. Users need to re-connect this connector. We rewrote Manulife Securities to adapt to new Mutli-Factor Security flow Parsing issue with RBC Dominion Security has been fixed Resolved issue due to new splash screen with CIBC Investors Edge New adjustments made for BMO Nesbitt Burns …
What's new on Wealthica this week?
We added support for 2fa on EPQ (Épargne Placement Québec) 🔐
We fixed authentication problems with NBF
We fixed issues with FTQ Flexifonds
We fixed transactions & positions crashes on HSBC Investdirect
We fixed a delayed new login location email issue (emails could lag a…
It’s already been 7 years since we founded Wealthica. The last 6 months have been filled with changes and challenges. We launched Vezgo, went through reorganization and hired several new team members. Lately, we have been actively taking steps to raise funds to support the growth of Wealthica & Vezgo.
We owe you this…
Wealthica is excited to announce our partnership with APOLLO Insurance, Canada’s leading InsurTech provider.
Through APOLLO, you will have access to the best rates for your home, including coverage for:
Condo Owner’s Insurance
Up to 2 self-contained suites
Property protection up to $150K
Condo deductible protection up to $75K
Personal liability coverage up to $2M…
Wealthica users looking to buy a home or renew their mortgage will now have access to a completely digital mortgage experience. Wealthica users can easily apply online or alternatively, choose to speak with a dedicated team of mortgage advisors who can access over 50 mortgage lenders, providing multiple options at lower rates with…
We are currently investigating a connection issue with Wealthsimple Invest and Trade. Wealthsimple connects through an API and we have contacted Wealthsimple to verify their API, as we are unable to connect at this moment. You can subscribe to updates on this connection issue on our status page.