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Product Updates October 25 2018

Support for Great-West and BMO adviceDirect, and Adjusted cost base (ACB) calculation

We are excited to announce the release of the latest version of Wealthica. This new release adds support for importing data from Great-West GRS and BMO adviceDirect, and fixes an outstanding issue that would prevent realized gains from being prop...

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Product Updates October 01 2018

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 Questra...

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Product Updates May 28 2018

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 W...

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Product Updates April 23 2018

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...

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Product Updates April 19 2018

Wealthica Now Supporting RBC Dominion Securities and BMO Nesbitt Burns

Today is a great day for Wealthica as we are announcing support for both RBC Dominion Securities and BMO Nesbitt Burns, two of the largest investment firms in Canada. In the last years our focus has been growing our users base exponentially by add...

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Product Updates March 07 2018

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 wi...

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Product Updates February 17 2018

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 b...

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Product Updates December 11 2017

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 "Resch...

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Product Updates November 01 2017

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 ...

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Product Updates September 29 2017

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 c...

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