We’ve just released a new and simplified Wealthsimple connector that makes it easier to track all your Wealthsimple accounts in one place!
What’s new?
You no longer need separate connections for Wealthsimple Invest, Trade, Cash, and Save. With the updated Wealthsimple connector, all of this data will now come through with a single connection.
What should you do?
✅ Option 1: Use the simplified connector only
If you’d like to switch to the new all-in-one connector:
- Go ahead and archive your old Wealthsimple Trade connector by clicking Delete and choose to keep all historical data.
🔄 Option 2: Keep using separate connectors
If you prefer to continue using individual connectors (e.g., for Invest, Trade, etc.):
- Click on the updated Wealthsimple connector,
- Click on the Accounts button,
- Simply ignore the Trade accounts that are coming through from the all-in-one connector to avoid duplication.
