Read our quick start guide on how to use the beta budget wizard here.
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Wealthica Product Notifications
A new connector has been published to accommodate changes to the PC Financial portal. Please try verifying again.
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…
We're excited to announce we now support Koho! You and connect your Koho account by simply clicking on the +ADD > Banks & Brokerages > Koho.
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.
An issue with syncs sticking in the syncing state has now been resolved. If you have noticed your connection stuck in syncing , please retry. The team has reset syncing institutions from our end as well.
Several updates have been made to the TD WebBroker (Core) connector to improve its quality and stability. If you've experienced challenges connecting with TD WebBroker, please try again.
A fix has been issued for the $0 balance issue. The balances should now be correct after the next daily sync, or you can manually trigger a sync to update the balances.
Wealthica Product Update
We're excited to bring you the latest updates on Wealthica's transaction management.
Key Updates to the Transactions Section:
Get rid of the checkboxes and old action panel
Save inline edit feature
Add action panel
Set Category as default option in list (only for new users)
Disable Fee by default (only for…
We've updated the Core TD EasyWeb connector to handle new changes on the TD portal. The Core connector is currently available and working.
Yodlee and Plaid connectors are currently down. We have notified these data providers teams.
We received reports of syncing issues with FTQ, and our team is investigating this. We will update this page with all developments.
We received reports of issues with adding new Wealthsimple Crypto connections. Our dev team is investigating this. We will update this page with all developments.
This issue has now been resolved.
Wealthica Product Update
We're excited to bring you the latest updates on Wealthica's transition to a paid model, a move that has not only been well-received but has also led to significant developments and positive user feedback. The shift to a paid service is enabling us to enhance our offerings and provide a superior experience…
We are working to resolve connectivity with RBC DI, following new security methods put in place by RBC. You can follow the incident here: https://wealthica.freshstatus.io/incident/406535
We received reports of syncing issues with National Bank Online Banking, and our team is investigating this. We will update this page with all developments.
Follow the incident page here: https://wealthica.freshstatus.io/incident/404971
[Questions & Discussions on Reddit here.]
Dear Wealthica users,
First, please accept my apologies for the lack of communication related to the pricing structure changes that were implemented this morning. We've been working for months on shifting our model from free to paid, it started with last year's announcement and introduction of the Connect…
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 released a few more fixes for PC Financial and although the issue is a bit more complex than we thought, we are getting there. Please try it…
A fix has been issued and users are now reporting successfully connecting with Shakepay. You may receive an email from Shakepay to confirm your connection when trying to connect with Wealthica. Please refer to our Knowledge Base article here.
We are scheduling a infrastructure change from Monday, October 2 to Tuesday, October 3. Some add-ons could be unavailable during this time. Follow the status page here: https://wealthica.freshstatus.io/admin/incidents/planned/391987
Hey Wealthica users!
What we fixed...
This week, we fixed an outage where 2FA requests failed to show up for some users. This issue affected many institutions, and our dev. team did necessary changes to make sure this doesn’t happen again. We also had some issues with IA connectors (specifically Private Wealth and Investia). For…
We have resolved an issue where some first connection attempts with institutions that have 2FA were unsuccessful. This issue started on August 24, 2023. We have now resolved this, and first connections with 2FA enabled accounts are back to normal success rates. If you had an issue connecting with an account with 2FA in the…