Organize your Financial Life Securely

Your Security. Our Priority.

Thousands of investors trust us to track over
$750,000,000 of their assets.

Partners and Certifications

We know that security is paramount. That's why hosting infrastructure is managed within Amazon’s secure data centers. We also work closely with BCF, Raymond Chabot and Network Solutions, three renowned firms providing legal, audit, tax and advisory services. Amazon’s data center operations have been accredited under: ISO 27001, SOC 1 and SOC 2/SSAE 16/ISAE 3402, PCI Level 1, FISMA Moderate and SOX.

Amazon Web Services Network Solutions SSL RCGT BCF

Bank-level security.

We use a 256-bit SSL encryption, asymmetric cryptography, and industry-standard security practices to protect your financial information. Your credentials are completely confidential. Our employees can't access it.

Enhanced login protections.

We've added two factor authentication in your Wealthica account for enhanced security. When enabled, a security PIN is sent to your smartphone to authorize login from a new device. That way, with your Wealthica credentials alone, it's impossible to access your financial information and account balance.

No one can move money.

Wealthica only reads and saves your brokerage data to build a visual dashboard of all your financial investment. Trading, funds withdrawal, money transfer or other transaction is impossible through the platform to keep your money safe.

Identity verified.

Network Solutions validated Wealthica as an organization and verified our identity. In addition, SiteLock verifies our site security every day and protects you from spam, viruses and scams. Look for the SiteLock and NS Assured seals when you sign up or login to Wealthica.

Fraud detection using
Wealthica

After connecting your investment accounts to Wealthica, you can easily review new transactions across all your accounts and detect any suspicious activity. You can also choose to receive a daily review of new transactions by email, making it easy to monitor your accounts for suspicious activity. You will also always receive an email notification from Wealthica whenever there is a login from a new location, and your login history will always be available through your dashboard.

Security questions and transaction
PINs protect you further.

In most cases, your credentials are needed to establish a secure connection between Wealthica and your financial institution. In the process of adding your financial institutions to Wealthica we will ask for your credentials and ask you to answer your security questions. While we will securely store your credentials, we will never store the answers to your security questions (or transaction PINs). Someone stealing your credentials and attempting to login from a new device would be asked to provide those answers and won't be able to login.

How do you Collect My
Investment Data?

We first need to establish a secure connection between Wealthica and your financial institution. We use API authorization or your credentials to retrieve your investment portfolio and collect your financial data.

Many financial institutions allow us to collect investment data through portals with "read-only view" (no access to execute transactions) which eliminates the risk of someone being able to move your money.

Some brokerage institution, on the other hand, allow API access (i.e. Questrade, Wealthsimple or Interactive Brokers). Wealthica will always favor this option since you don't have to share your account credentials. API authentication is considered, by industry standards, to be the best and most secure method.

FAQ

Don’t see your question below? Ask us!

Why do you need my brokerage credentials?

Your credentials are needed to establish a secure connection between Wealthica and your financial institution. This allows us to collect your financial data and build your Wealthica dashboard and reports. Read the information above to learn more about how we collect your investment data securely.

Do you sell my personal information?

Security is our priority. We will never sell, publish or share your contact information or any identifiable personal information to third parties. You can read our privacy policy here.

How does Wealthica makes money?

We built Wealthica for us and are using it daily to track our personal investments. We plan to monetize the Wealthica Dashboard by offering paid add-ons in the future. We also, offer a paid version of the Wealthica API that allows financial technology software providers to offer custom dashboards and use our data collection and aggregation technology to power their in-house software.

What is MFA and should I use it?

MFA is a security protocol. It stands for Multiple Factor Authentication. It's a method in which a user needs to present several separate pieces of information to authenticate. Wealthica supports 2FA (Two Factor Authentication), a type of MFA, which requires users to authenticate new devices with both their password and a secret number that is sent by text message to their mobile device. Two-Factor authentication is recommended to protect your account and can be enabled easily in the preference page of your Wealthica dashboard.