{"id":43671,"date":"2024-06-06T12:38:48","date_gmt":"2024-06-06T16:38:48","guid":{"rendered":"https:\/\/wealthica.com\/blog\/?p=43671"},"modified":"2024-06-06T12:38:52","modified_gmt":"2024-06-06T16:38:52","slug":"%e2%9c%8d%ef%b8%8f-wealthsimple-adjusted-book-value","status":"publish","type":"post","link":"https:\/\/wealthica.com\/blog\/%e2%9c%8d%ef%b8%8f-wealthsimple-adjusted-book-value\/","title":{"rendered":"\u270d\ufe0f Wealthsimple Adjusted Book Value"},"content":{"rendered":"\n<p>Some users have reported that transferring stocks from another institution to Wealthsimple resulted in the book value being shown as the market value at the time of the transfer instead of the original. You can toggle the option in order to show the right one. This works for Wealthsimple Trade and Invest connectors.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"900\" src=\"https:\/\/wealthica.com\/blog\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-05-at-1.02.20\u202fAM-1024x900.png\" alt=\"\" class=\"wp-image-43672\" srcset=\"https:\/\/wealthica.com\/blog\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-05-at-1.02.20\u202fAM-1024x900.png 1024w, https:\/\/wealthica.com\/blog\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-05-at-1.02.20\u202fAM-300x264.png 300w, https:\/\/wealthica.com\/blog\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-05-at-1.02.20\u202fAM-768x675.png 768w, https:\/\/wealthica.com\/blog\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-05-at-1.02.20\u202fAM-370x325.png 370w, https:\/\/wealthica.com\/blog\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-05-at-1.02.20\u202fAM-1290x1134.png 1290w, https:\/\/wealthica.com\/blog\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-05-at-1.02.20\u202fAM-1080x949.png 1080w, https:\/\/wealthica.com\/blog\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-05-at-1.02.20\u202fAM-865x760.png 865w, https:\/\/wealthica.com\/blog\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-05-at-1.02.20\u202fAM-642x564.png 642w, https:\/\/wealthica.com\/blog\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-05-at-1.02.20\u202fAM-433x380.png 433w, https:\/\/wealthica.com\/blog\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-05-at-1.02.20\u202fAM.png 1338w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>1. Click to institution row and then click &#8220;Edit&#8221;;<\/p>\n\n\n\n<p>2. Select &#8220;Use Book Value instead of Adjusted Book Value&#8221; and Save changes;<\/p>\n\n\n\n<p>3. Click Sync institution, wait until sync and then check the updated numbers.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Some users have reported that transferring stocks from another institution to Wealthsimple resulted in the book value being shown as the market value at the time of the transfer instead of the original. You can toggle the option in order to show the right one. This works for Wealthsimple Trade and Invest connectors. 1. Click&hellip;<\/p>\n","protected":false},"author":8,"featured_media":38318,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2448],"tags":[],"class_list":["post-43671","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-notifications-en"],"acf":[],"_links":{"self":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/43671","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/comments?post=43671"}],"version-history":[{"count":1,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/43671\/revisions"}],"predecessor-version":[{"id":43673,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/43671\/revisions\/43673"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/media\/38318"}],"wp:attachment":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/media?parent=43671"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/categories?post=43671"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/tags?post=43671"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}