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Product Status November 25 2020

All posts by Simon Boulet

We're bringing you even more ways to effortlessly track all accounts in one place. Late last year, we quietly introduced support for banking institutions as a beta, so you could track your global wealth across all your financial accounts. This fea...

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Help and How To March 09 2020

All posts by Simon Boulet

Questrade is the most popular Canadian online brokerage, an independent company recommended by thousands of online reviews and real users. We selected it as the Best of All Canadian Brokerages in Stockchase's Questrade vs Others comparison of all Ca...

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Journey Updates February 17 2020

All posts by Simon Boulet

MONTREAL, Jan. 29, 2020 - Wealthica the largest financial aggregator in Canada and the only aggregator specialized in Canadian investment accounts is pleased to announce that Eric Lemieux has joined the leadership team. Eric Lemieux is also an invest...

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Press Release January 24 2020

All posts by Simon Boulet

Index investing, passive investing or Couch Potato investing is meant to reduce your costs (i.e. low management fees) while beating most of the mutual funds and/or advisor-managed accounts. The strategy is no secret: you choose a few low cost index-...

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Journey Updates January 14 2020

All posts by Simon Boulet

Have you ever wondered if your portfolio is properly diversified and protected against downside? Wealthica is excited to announce the Wealthscope Portfolio Scorecard, available on Wealthica. The scorecard is available to all Wealthica users through a...

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Help and How To December 29 2019

All posts by Simon Boulet

Peer-to-peer lending (P2P) is a great addition to your investment portfolio with added diversification and monthly fixed-income. In Canada, the peer-to-peer lending leader is Lending Loop. Wealthica now allows you to consolidate your Lending Loop Re...

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Journey Updates December 02 2019

All posts by Simon Boulet

Let's start with some great news: We are now tracking more than $4.5B in aggregated investments! That's a lot of zeros : $4,500,000,000 Thank you all for trusting us with your investing data. With your support, we've reached $4.5B i...

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Journey Updates May 22 2019

All posts by Simon Boulet

Connecting your Wealthsimple account to Wealthica has never been easier. Wealthsimple joins Questrade, WealthBar and Interactive Brokers in allowing their clients open access to their data through a secure API. This means you no longer need to enter ...

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Journey Updates January 30 2019

All posts by Simon Boulet

We are excited to announce the release of the latest version of Wealthica. This new release adds support for importing data from Great-West GRS and BMO adviceDirect, and fixes an outstanding issue that would prevent realized gains from being prop...

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Product Status October 01 2018

All posts by Simon Boulet

Today marks an important milestone for Wealthica, and in my opinion one of those "game changing moments" in the Canadian Open banking revolution. Wealthica is opening its platform to third-party developers, allowing anyone to make use of the data the...

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Journey Updates June 26 2018

All posts by Simon Boulet

[Updated June 7th]: We have just released an update that fixes some remaining issues with WebBroker. This update also adds support for WebBroker 2FA verification. If you haven't done so already you will need to login to Wealthica and reconnect your W...

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Product Status April 23 2018

All posts by Simon Boulet

Updated Feb 21st, 2018 Over the last weekend we started having problems importing data from TD WebBroker. This issue is now resolved. However the session with TD was reset and you will need to re-authenticate to resume the connection. We will b...

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