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Wealthica's Journey to $100BWe share everything on our journey to $100B aggregated net worth.

Product Status

Everything new about Wealthica's investment dashboard.

December Product Update

Product Status Journey Updates Notifications

Wealthica Update #37: Ongoing transition from free to paid + many updates!

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…

December 7, 20230Comments

Wealthica’s Latest: Connectivity & Recent Fixes

It’s already been 7 years since we founded Wealthica. The last 6 months have been filled with changes and challenges. We launched Vezgo, went through reorganization and hired several new team members. Lately, we have been actively taking steps to raise funds to support the growth of Wealthica & Vezgo. We owe you this…

August 16, 20220Comments

ByBilly Kawasaki

Resolved: Connection Issue with Wealthsimple Invest and Trade

We are currently investigating a connection issue with Wealthsimple Invest and Trade. Wealthsimple connects through an API and we have contacted Wealthsimple to verify their API, as we are unable to connect at this moment. You can subscribe to updates on this connection issue on our status page.

June 3, 20220Comments

ByBilly Kawasaki

Resolved: Connectivity Update

The Wealthica data acquisition team is working hard to resolve connectivity issues with select institutions. The affected institutions include RBC Direct Investing, National Bank (Online Banking), TD WebBroker, Raymond James. We used to post only major issues, but we are updating our processes to track the status of all connector issues. You might want to bookmark…

March 23, 20220Comments

ByBilly Kawasaki

Resolved: TD WebBroker and EasyWeb- Sync Issue

⚠️ TD WebBroker and EasyWeb- Sync Issue (Active July 13, 2021) TD WebBroker syncs are currently being rate-limited by the institution and so syncs may not work all of the time if too many accounts try to sync at once. Please do not run the sync multiple times as this amplifies the problem. Wait a few…

July 13, 20210Comments

ByBilly Kawasaki

Resolved: Desjardins AccèsD – Manual Fix

⚠️ Manual Fix for Desjardins AccèsD Issue Our provider has resolved the issue with the Desjardins connector. Thank you for your patience and understanding. You may need to re-connect by entering your credentials in order to sync. Please do not hesitate to contact us at hello@wealthica.com if you have any issues. We continue to work on our…

May 24, 20210Comments

ByBilly Kawasaki

Resolved: Issue with Wealthica Dashboard

10:05 PM : This issue is resolved and the Wealthica Dashboard is now functioning normally. For details regarding this incident please see https://status.wealthica.com/. 5:45 PM : Please see https://status.wealthica.com/ for the most up to date information. 4:15 PM : We have identified a major performance issue with our primary database. A high number of API…

January 13, 20210Comments

ByBilly Kawasaki

Resolved: Issue logging in to Wealthica

Updated 4:30PM : The issue appears to be resolved. Amazon AWS hasn't confirmed this is resolved yet but things appear to have gotten back to normal in the last hour or so. We remain cautious and will continue monitoring the situation in the next hours and until AWS confirms this is resolved on their end. Please…

November 25, 20200Comments

Resolved syncing transactions from Questrade

Resolved 2018-10-08. This issue is now resolved. All transactions for Questrade were imported and transactions syncs were re-enabled. We will be closely monitoring the situation in the next days. Update 2018-10-05: We are still waiting for Questrade to deploy a fix to this issue. They have reconfirmed this morning they are working on a fix and…

October 1, 20180Comments

Action Required for WebBroker and Tangerine Users (Updated Jun/7th)

[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 WebBroker account. If you are still having issues with WebBroker or Tangerine, please contact…

May 28, 20180Comments

New Web Site

No more Questrade sync problem – fix the connection!

Last week there was an issue with Questrade's API Tokens and all connections with Questrade accounts have to be fixed. If you are a Questrade user, please log into Wealthica and click on the "Fix It" link next to Questrade in the institutions list in order to make sure Wealthica can synchronize with your account…

April 23, 20180Comments

Major Wealthica Release: Holdings, Add-ons and Now Syncing with 42 Canadian Investment Institutions

Last week marked an important milestone that will shape Wealthica’s future: the release of add-ons. In the last three months, we also major features: new holdings layout, categorizations and additional supported institutions. We’re now syncing with 42 Canadian investment institutions! 0.75.0 "Douglas Adams” The answer to life, the universe and everything. This releases adds support for HSBC…

March 7, 20180Comments

Update to TD WebBroker

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 be carefully following the situation with TD WebBroker in the next hours and the next days. Thanks…

February 17, 20180Comments

New Web Site

Update on Synchronization Delays

JAN 19TH 2018 This issue has been resolved and syncs are now back to normal level. A recent update to Wealthica, coupled with the rapidly growing number of new users and institutions in the platform, caused some institutions to remain in "Rescheduled" or "Syncing" state for extended period of time. This particularly affected users with TD, RBC…

December 11, 20170Comments

Documents Grid View

Latest Dashboard Updates Roundup : Pride and Privacy

We are constantly updating and improving Wealthica for our end users. Apologies on getting caught up in the daily grind and not having this update sooner for you. We pride ourselves on these fixes and improvements and will ensure timely updates in the coming days. In the mean time enjoy these recent…

November 1, 20170Comments

Tangerine Issue Resolved + Added Support for Mutual Funds

OCT 24TH 2017 Tangerine issues related to their new web site have been fixed now. Please fix the connectivity if it's showing it needs fixing. We also added support for mutual funds transactions under Tangerine which means a few new transactions could show up in your account. Let us know if you notice any…

September 29, 20170Comments

More Financial Institutions : Support for EQ Bank, Nest Wealth and 2 More

There’s been a lot of rain over Montreal and summer seems to have lost its way to the city. Less sun means less temptations for outdoor activities and more time at the office! We’ve got lots of things going on and we already completed more site enhancements. The most notable additions to…

July 25, 20170Comments

New institutions and Disnat fix

We have been working a lot on our web site lately and still need to complete more web site enhancements. Still we found time to work on new institutions and some small improvements. v.0.64.0 "Stanley Cup" Release The Pittsburgh Penguins won the Stanley Cup again! We were in hockey mood and saw former…

June 13, 20170Comments

New Web Site, Features and Updates

Earlier this week I was reading GrooveHQ's blog and their latest post about How an angry email pushed us to start publishing more product updates really got me thinking we definitely have to do better in term of product updates for Wealthica. We release product fixes, enhancements and new features each week. Yet we never notify…

May 18, 20170Comments