Journey Updates March 31 2023

Wealthica Update #19: Google Sheets Auto-Update, Gestion Férique and more!

Hey Wealthica users!

What we fixed…

We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we added one of the most requested features in Wealthica – adding stocks manually! Now, if you have a Stockchase account, you can track your stock holdings manually in Wealthica! This is especially useful if you have stocks in an unsupported institution or you would like to add stocks you don’t own (watch). More information on how to use this feature can be found here and we’ll be making an announcement about it shortly! We received more positive feedback for our new TD WebBroker connector, which was problematic to many users before. Also, this week we had a few issues with syncing institutions manually, and global syncing rates being lower than usual, but our dev. team has resolved them and syncs should be back to normal shortly!  

We have now resolved an issue with daily syncs in Google Sheets not being updated sometimes, and made improvements to the Sunlife connector. Cannacord has also been updated, and users are reporting their accounts now sync. We added 2FA support to the Gestion Férique connector, and we have fixedf paginated transactions in PC Financial.

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!

What we’re working on…

Regarding connectors, we are investigating an issue that affects some CIBC Investors Edge users. Most accounts sync fine, and if you experience issues, we are working on a fix! Some users have had success syncing on the web app rather than on the mobile app. We are still working on handling the new FTQ 2FA screen. The dev. team made some progress, and we will update our Status page with all developments! Also, our data team is working on a couple of data issues where some users reported that certain accounts are missing from their institution. 

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!).