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.
Notifications
Wealthica Product Notifications
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.
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…
Read our Mint Export post here.
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…