{"id":50037,"date":"2025-07-22T15:36:10","date_gmt":"2025-07-22T19:36:10","guid":{"rendered":"https:\/\/wealthica.com\/blog\/?p=50037"},"modified":"2025-07-22T15:58:46","modified_gmt":"2025-07-22T19:58:46","slug":"%f0%9f%9a%80-product-update-connector-fixes-export-options-power-ups-coming-to-mobile","status":"publish","type":"post","link":"https:\/\/wealthica.com\/blog\/%f0%9f%9a%80-product-update-connector-fixes-export-options-power-ups-coming-to-mobile\/","title":{"rendered":"\ud83d\ude80 Product Update: Connector Fixes, Export Options &amp; Power-Ups Coming to Mobile"},"content":{"rendered":"\n<p>We\u2019ve rolled out a fresh set of improvements to make Wealthica even more powerful and personalized. From critical connector fixes to new export features and mobile app upgrades on the horizon \u2014 here\u2019s everything you need to know.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div id=\"rtoc-mokuji-wrapper\" class=\"rtoc-mokuji-content frame2 preset1 animation-fade rtoc_open default\" data-id=\"50037\" data-theme=\"Kicker Child\">\n\t\t\t<div id=\"rtoc-mokuji-title\" class=\" rtoc_left\">\n\t\t\t<button class=\"rtoc_open_close rtoc_open\"><\/button>\n\t\t\t<span>Contents<\/span>\n\t\t\t<\/div><ul class=\"rtoc-mokuji mokuji_ul level-2\"><li class=\"rtoc-item\"><a href=\"#rtoc-1\">\ud83d\udd27 Major Connector Fixes<\/a><ul class=\"rtoc-mokuji mokuji_ul level-2\"><li class=\"rtoc-item\"><a href=\"#rtoc-2\">\ud83d\udcb1 Wealthsimple Connector Upgrades<\/a><\/li><li class=\"rtoc-item\"><a href=\"#rtoc-3\">\ud83d\udcc8 Holdings Page Improvements<\/a><\/li><li class=\"rtoc-item\"><a href=\"#rtoc-4\">\ud83e\uddfe Balance Sheet Add-On Update<\/a><\/li><li class=\"rtoc-item\"><a href=\"#rtoc-5\">\ud83d\udcc1 New Export Feature on Dashboard<\/a><\/li><li class=\"rtoc-item\"><a href=\"#rtoc-6\">\ud83d\udcca Custom Start Date for Net Worth Graph<\/a><\/li><li class=\"rtoc-item\"><a href=\"#rtoc-7\">\u26a0\ufe0f ACB &amp; Realized Gains Power-Up Update<\/a><\/li><li class=\"rtoc-item\"><a href=\"#rtoc-8\">\ud83d\udcf1 Coming Soon: Power-Ups in the Mobile App<\/a><\/li><\/ul><\/li><\/ol><\/div><h3 id=\"rtoc-1\"  class=\"wp-block-heading\">\ud83d\udd27 Major Connector Fixes<\/h3>\n\n\n\n<p>We\u2019ve resolved several connector issues that had recently impacted users:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Tangerine<\/strong>&nbsp;is now fixed and syncing normally.<\/li>\n\n\n\n<li><strong>Scotia iTrade<\/strong>&nbsp;is once again importing transactions as expected.<\/li>\n\n\n\n<li><strong>RBC Online Banking<\/strong>&nbsp;has improved stability for more reliable data updates.<\/li>\n\n\n\n<li><strong>iTrade<\/strong>,&nbsp;<strong>Qtrade<\/strong>, and&nbsp;<strong>Manulife Securities<\/strong>&nbsp;are confirmed to be functioning properly.<\/li>\n\n\n\n<li>We\u2019re still confirming with users experiencing issues with\u00a0<strong>Canada Life<\/strong>\u00a0and\u00a0<strong>Manulife GRS<\/strong>, but improvements are ongoing.<\/li>\n\n\n\n<li>Other updates:<\/li>\n\n\n\n<li>Add support for retrying the initial browser launch.<\/li>\n\n\n\n<li>Handle no transactions history for Manulife GRS.<\/li>\n\n\n\n<li>Fix Edgepoint transactions.<\/li>\n\n\n\n<li>Fix RBC OB positions and parse name of the mutual fund.<\/li>\n\n\n\n<li>Publish Manulife Securities.<\/li>\n\n\n\n<li>Fix yodlee unknown types.<\/li>\n\n\n\n<li>Improve OdlumBrown.<\/li>\n\n\n\n<li>Improve TD Easyweb.<\/li>\n\n\n\n<li>Add support for full account number of Tangerine.<\/li>\n\n\n\n<li>Fix RBC OB positions.<\/li>\n\n\n\n<li>Fix Wealthsimple positions.<\/li>\n\n\n\n<li>Chase account showing negative return.<\/li>\n\n\n\n<li>Desjardins DMV Issue 2FA.<\/li>\n\n\n\n<li>Desjardins DFS $0 Balance.<\/li>\n\n\n\n<li>Desjardins DFS broken.<\/li>\n\n\n\n<li>Scotiabank Online Banking Core $0 Balances resolutions.<\/li>\n<\/ul>\n\n\n\n<p>Thank you for your patience while we worked through these challenges.<\/p>\n\n\n\n<h3 id=\"rtoc-2\"  class=\"wp-block-heading\">\ud83d\udcb1 Wealthsimple Connector Upgrades<\/h3>\n\n\n\n<p>We\u2019ve updated our&nbsp;<strong>Wealthsimple connector<\/strong>&nbsp;to better handle recent changes \u2014 specifically the&nbsp;<strong>merging of CAD and USD accounts<\/strong>. Currency calculations are now more consistent, and we\u2019re continuing to fine-tune for even better results.<\/p>\n\n\n\n<h3 id=\"rtoc-3\"  class=\"wp-block-heading\">\ud83d\udcc8 Holdings Page Improvements<\/h3>\n\n\n\n<p>Hover over any column name in your Holdings table to see&nbsp;<strong>which data source<\/strong>&nbsp;it\u2019s pulling from. This makes your data more transparent and easier to interpret at a glance.<\/p>\n\n\n\n<h3 id=\"rtoc-4\"  class=\"wp-block-heading\">\ud83e\uddfe Balance Sheet Add-On Update<\/h3>\n\n\n\n<p>The&nbsp;<strong>Balance Sheet<\/strong>&nbsp;power-up now lets you&nbsp;<strong>ignore decimals<\/strong>, making your report cleaner and easier to digest \u2014 especially useful for high-level overviews or presentations.<\/p>\n\n\n\n<h3 id=\"rtoc-5\"  class=\"wp-block-heading\">\ud83d\udcc1 New Export Feature on Dashboard<\/h3>\n\n\n\n<p>You can now&nbsp;<strong>export your balances and performance per account<\/strong>&nbsp;right from the main dashboard! Click&nbsp;<strong>\u201cExport to CSV\u201d<\/strong>&nbsp;to download and analyze your data however you like.<\/p>\n\n\n\n<h3 id=\"rtoc-6\"  class=\"wp-block-heading\">\ud83d\udcca Custom Start Date for Net Worth Graph<\/h3>\n\n\n\n<p>You asked, we delivered! Setting a&nbsp;<strong>custom start date<\/strong>&nbsp;now affects the&nbsp;<strong>net worth graph<\/strong>. You can adjust this by heading to the&nbsp;<strong>Preferences<\/strong>&nbsp;menu \u2014 perfect for tailoring your long-term view.<\/p>\n\n\n\n<h3 id=\"rtoc-7\"  class=\"wp-block-heading\">\u26a0\ufe0f ACB &amp; Realized Gains Power-Up Update<\/h3>\n\n\n\n<p>You now have the ability to&nbsp;<strong>ignore specific warnings<\/strong>&nbsp;in the&nbsp;<strong>ACB and Realized Gains<\/strong>&nbsp;power-up. This gives you more control and flexibility in reviewing your data.<\/p>\n\n\n\n<h3 id=\"rtoc-8\"  class=\"wp-block-heading\">\ud83d\udcf1 Coming Soon: Power-Ups in the Mobile App<\/h3>\n\n\n\n<p>We\u2019re working hard to bring&nbsp;<strong>most Wealthica power-ups to the mobile app<\/strong>&nbsp;by&nbsp;<strong>fall<\/strong>. Soon, you\u2019ll have even more insight into your portfolio \u2014 right from your phone.<\/p>\n\n\n\n<p>Thanks for being a part of the Wealthica community. These improvements are driven by your feedback \u2014 so keep it coming!&nbsp;<a>Contact us here<\/a>&nbsp;if you have any questions or suggestions.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We\u2019ve rolled out a fresh set of improvements to make Wealthica even more powerful and personalized. From critical connector fixes to new export features and mobile app upgrades on the horizon \u2014 here\u2019s everything you need to know. Contents \ud83d\udd27 Major Connector Fixes \ud83d\udcb1 Wealthsimple Connector Upgrades \ud83d\udcc8 Holdings Page Improvements \ud83e\uddfe Balance Sheet Add-On&hellip;<\/p>\n","protected":false},"author":8,"featured_media":37330,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[12],"tags":[],"class_list":["post-50037","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-journey-updates"],"acf":[],"_links":{"self":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/50037","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=50037"}],"version-history":[{"count":3,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/50037\/revisions"}],"predecessor-version":[{"id":50041,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/50037\/revisions\/50041"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/media\/37330"}],"wp:attachment":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/media?parent=50037"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/categories?post=50037"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/tags?post=50037"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}