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.

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.

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.

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…

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 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…

Hey Wealthica users! What we fixed... This week, we released a fix attempt for CI Direct Investing (Virtual Brokers), please try reconnecting it in your Wealthica, and let us know if you still experience issues. Also, we are working on a few other fixes for Manulife Securities, so if you experience issues with it, let…

Hey Wealthica users! What we fixed... This week, we released a fix for BMO Nesbitt Burns, and all connections should be working well under our new connector. We've published a fix that affected some Manulife GRS where users were not able to connect this institution on the mobile app due to the optional account number…

Hey Wealthica users! What's new... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. The newest version of the mobile app is available on the App Store and Play Store, so please be sure to update to the latest version: 2.4.0. We've optimized the…