Manage Providers

Providers represent the financial institutions and services available for users to connect. Each provider has flags that control its availability:

• unpublished - The provider exists but is not shown to users by default. Unpublished providers are typically in development or deprecated.
• outage - The provider is temporarily unavailable due to an issue at the institution. When outage is true, an optional outage_incident_link may provide more details.

Get the List of Providers

Retrieve available providers via the API or SDK:

API

GET /providers?group=core&format=array

Query parameters:

Parameter	Description
group	Filter by provider group. Comma-separated. Values: core (Wealthica native connectors, excluding Yodlee/Plaid and crypto), vezgo (crypto providers), yodlee, thirdparty (alias for Yodlee).
unpublished	Filter by publish status. false = only published providers (default for the Connect widget), true = only unpublished providers. Omit to return all.
class	Filter by connection class: api, oauth, scraper.
format	Response format: array (recommended) or object (keyed by provider type).
include_providers	Comma-separated list of provider types to force-include regardless of other filters. Useful for including specific unpublished providers.

SDK

Using wealthica-sdk-js:

const wealthica = Wealthica.init({
  clientId: 'YOUR_CLIENT_ID',
  secret: 'YOUR_CLIENT_SECRET',
});

// Get all published providers
const providers = await wealthica.providers.getList();

// Get a single provider by type
const provider = await wealthica.providers.getOne('questrade');

Controlling Providers in the Connect Widget

When launching the Connect widget via user.connect() or user.getConnectData(), you can control which providers are shown:

Provider Groups

By default, the Connect widget shows providers from the core group. Use providerGroups to change this:

user.connect({
  providerGroups: ['core', 'thirdparty'], // show both core and third-party providers
});

Include Specific Providers

Use the providers option to show only a specific set of providers:

user.connect({
  providers: ['wise', 'stockchase'], // only show these providers
});

This is useful when you want full control over which providers your users can connect. Note: the providers option is ignored if provider (singular) is also passed.

Disable Specific Providers

Use the disabledProviders option to exclude specific providers from the list:

user.connect({
  disabledProviders: ['questrade', 'wealthsimple'], // hide these providers
});

This is useful when you want to show most providers but exclude a few. Unlike providers (which is an allow-list), disabledProviders is a deny-list — all providers are shown except the ones listed.

Direct to a Single Provider

Use provider to skip the provider selection screen and go directly to a specific provider's login:

user.connect({
  provider: 'td', // go directly to TD login
});

Provider Response Fields

Each provider object includes:

Field	Description
type	Unique provider identifier (e.g. questrade, coinbase)
name	Display name
outage	true if the provider is currently experiencing an outage
outage_incident_link	URL with details about the outage (when applicable)
unpublished	true if the provider is not publicly available
instructions	Localized connection instructions (en, fr, pt)
note	Internal note about the provider