🚀 Exciting News! Wealthica is revolutionizing multi-generational wealth management with the launch of our Family Office portal! 🎉 Designed for high-net-worth families and financial advisors, this new version offers: ✅ Comprehensive asset aggregation (investments, real estate, private equity & more) ✅ Advanced reporting & insights for smarter decision-making ✅ Enhanced security to protect your financial data Read our press release here: EN: https://www.newswire.ca/news-releases/wealthica-unveils-family-office-version-to-revolutionize-multi-generational-wealth-management-802184277.html FR: https://www.newswire.ca/fr/news-releases/wealthica-devoile-la-version-family-office-pour-revolutionner-la-gestion-de-patrimoine-multi-generationnelle-856531200.html Interested? Email us at…

We have re-implemented and improved the transactions for banking accounts, chequing, cash and credit. The sync is now much faster and detailed. Now we support up to 1 year of transactions being retrieved during the initial sync, where previously we only fetched 31 days of transactions.

We are aware of some issues with RBC DI and our data team is currently investigating this. You can follow the incident and get updates via our incident page for this: https://wealthica.freshstatus.io/incident/1083672

We are working on adding 2FA support to Olympia Trust. Current connections will continue syncing until a 2FA is requested, at which point it may pause. We are working on adding 2FA support. Follow this page for updates: https://wealthica.freshstatus.io/incident/1083650

Hey Wealthica users! What's been shipped! Over the past few weeks, our dedicated team has been working diligently to resolve critical connectivity issues affecting RBC Online Banking and Direct Investing . Thanks to their efforts, the necessary fixes and updates have been successfully deployed, addressing the challenges that impacted many users. f you're…

You can now bulk select transactions to delete, change category or change type.

October 10, 2024 This incident has now been resolved. Please try connecting new accounts again. October 9, 2024 We're aware of an incident where adding a new WS Invest or WS Trade account leads to an error page. We are working on a fix. Existing accounts remain operational. You can follow the incident page in…

We have issued fixes to prevent blocking by RBC Online Banking and Direct Investing. Please try reconnecting again. Thank you. You can track the issue and progress here - https://wealthica.freshstatus.io/incident/949581 We will update our status page as soon as we have developments. Thanks for your patience!

We have updated our connector and accounts are syncing successfully. Please try manually re-connecting your Tangerine account. You can follow the incident page here: https://wealthica.freshstatus.io/incident/958938

The issue with the net worth value has now been resolved.

We are aware of issues with missing/wrong accounts and positions with Scotia iTRADE. We are working on this, and will update this page with all developments. A fix has been pushed and we are verifying the accounts are properly showing accounts and positions. You can follow the incident page for the latest updates here: https://wealthica.freshstatus.io/incident/947128

We have updated the power-up menu that opens when you click on the power-up button. You can pin your favourite power-ups by hovering over the name, click on the three dots and then select Pin.

A new data source has been added and the benchmark data is now available on the performance power-up.

Some users have reported that transferring stocks from another institution to Wealthsimple resulted in the book value being shown as the market value at the time of the transfer instead of the original. You can toggle the option in order to show the right one. This works for Wealthsimple Trade and Invest connectors. 1. Click…

A new feature has been implemented to change the book value manually. This can be handy if you have transferred stocks from one institution to another and the book value being reported by the new institution is not accurate. To do so: Navigate to the Holdings page Scroll to the stock that is showing an…

If you made a mistake with your rule set-up and need to revert the edited transactions to the original, you can use the "Revert to original" rule action. Make sure you set up the filters correctly to target the transactions you want to revert that were edited by the rule you want to undo.

Read our quick start guide on how to use the beta budget wizard here.

We’re excited to announce a new power-up for Wealthica that allows you to seamlessly integrate your crypto tax management with your overall financial portfolio tracking. The BlockSentry power-up is a robust crypto tax management solution and the integration with Wealthica marks a significant step forward in providing you with a unified platform to effortlessly track, manage and optimize…

For users who must migrate from HSBC Invest Direct to RBC Direct Investing, here are the steps to follow Click on the HSBC InvestDirect listing at the bottom of your main dashboard page. Click on "DELETE". Select the option "I closed my account and don't use it anymore", in order to soft-delete/archive this account. Check…

This incident should now be resolved. Please note that the update to better identify the account types are more correct now. However, it did break the historical continuity for existing users. It’s not possible to route new data to old accounts, because account type is part of the account identification and can’t be changed. The…

Managing your investment transactions just got easier with Wealthica's new transaction rules feature. Follow this step-by-step guide to set up rules that automate the categorization and editing of your transactions, saving you time and effort. Transaction Rules Feature Guide to Setting Up Transaction Rules on Wealthica 1. Navigate to the Transactions Tab: Open the Wealthica…

We're working on resolving an issue with the performance power-up, where the performance benchmarks of indices have not updated since January 17.