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Wealthica Update #26: Fidelity, Simplii 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 continued with the fixes of the problematic institutions that changed their portals. We fixed:

  • Fidelity Investments connector, which should be able to sync correctly normally now.
  • Users with issues connecting through the previous Simplii and Alterna bank connectors provided by Yodlee, cab test the Plaid version of these connectors. We’ve gotten feedback that these versions are working much better, so we made them public! You can access them in the +Add section of your Wealthica dashboard
  • Scotia iTRADE connector. We are currently adding support for SMS 2FA methods. Users who use app-notification 2FA should be able to connect successfully.

We fixed a few stock ticker symbol issues, and in case you have any issues with this, let us know as we are quick with resolving these type of issues.

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…

We’ll be publishing a new mobile application updates next week with bug fixes, as well as to bring Plaid connectors to the app.

Regarding connectors, we are aware that RBC Bank has some issues with missing accounts from both Yodlee and Plaid. We contacted them, but no ETA was given. Our dev. team will assess the situation and see what would be required effor to develop a core version of this connector. We had a small issue with Tangerine today, because they implemented a new screen. Our dev. team was able to quickly check and fix it. Please note that this connector may still need frequent reconnection and 2FA.

We’re also bringing a dark mode to the web app and mobile app soon!

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!).