Hey Wealthica users!
What’s been shipped!
Over the past few weeks, our dedicated team has been working diligently to resolve critical connectivity issues affecting RBC Online Banking and Direct Investing. Thanks to their efforts, the necessary fixes and updates have been successfully deployed, addressing the challenges that impacted many users.
f you’re still encountering any issues with these services, we encourage you to reconnect and share your feedback so we can continue improving your experience.
Additionally, we resolved an issue affecting Wealthsimple Trade and Invest users, where establishing a new connection returned an error. The integration with Wealthsimple is now running smoothly! We also addressed an issue with Qtrade, which had been reporting incorrect values and holdings for some users. This problem has been resolved, and your portfolio should now sync properly and display accurate holdings. For the latest updates on connector statuses, please remember to check our status page.
A new fix for Sunlife has also been published and connectivity rates are healthy.
Shifting the focus to the realm of cryptocurrency, we are always working on enhancing the stability and performance of our crypto connectors with ongoing updates and fixes. We had an issue with Wealthsimple Crypto where users weren’t able to connect it and sync the data. The dev. team quickly diagnosed this issue and implemented the necessary changes!
New features we have shipped:
- You can now change your security manually if it is misidentified;
- You can now bulk select transactions;
- New asset classes: Private Equity and Preferred Shares;
- Full screen mode that you can toggle through the preferences;
- Add Notes to Manual Assets and Liabilities;
- Override Book Value manually;
- Additional columns in the Transactions section: Original Currency Amount, Notes, and more.
We are continuously improving our mobile application, and new updates are coming frequently, so make sure that you are running the latest version of the app!
The team is always looking at how can we improve the transactions in Wealthica, and we welcome any feedback!
What we’re working on
Regarding connectors, we are still working on some issues with Manulife Securities and their new portal changes. The team is working on a rewrite and you can track the issue on our Status page. We are aware that the CIBC Bank connector may not be as stable and have syncing and account issues. If you experience any, please try our Plaid connector which has a PLAID flag next to it. We are also considering our Core CIBC connector, but we cannot provide an ETA for it at the moment.
As always, you automatically benefit from all Crypto API features released by our partner Vezgo. They just released fixes and major platform stability improvements. We’re unstoppable! (Okay, maybe just slightly stoppable, but we’re trying our best!).
