atchoooo

We now post this within the Wealthica dashboard when you connect a new account. I thought it could be a good idea to post it here too.

-------

We are proud to develop our proprietary Wealthica Core Collection of connectors, which gives us an undeniable advantage over our competitors. Additionally, We also integrate well-established account aggregators like Yodlee, Plaid and Vezgo into our 'Expand Collection,' further enhancing our services.

**Rest assured, it's completely safe.**📷

Aggregation can be a complex and imperfect process and it's possible that your accounts may not connect on the first try. Please understand that achieving 100% stable connectivity is impossible. Some c

We are working on a few options for users who are not ready to pay to continue getting access to account syncs on Wealthica for free. We are specifically working on a deal with GoPeer which would give all users who open an account at GoPeer and invest $100 with them free Connect Unlimited access to Wealthica. This option should be available in the next few days.

We also will offer free access to any influencer that has an audience and that promotes Wealthica somehow. Just get in touch.

We are also evaluating other options with financial advisors or other brokerages who you are doing business with that could cover the fees for you. If you'd like your brokerage to offer free Wealthica acc

We understand that a monthly subscription model may not suit everyone's preferences. With that in mind, we're exploring the possibility of introducing a one-time fee for a lifetime plan (or 10 years plan), specifically aimed at our existing users. We had limited time 10 years plan offers in the past. I am wondering what you think about this option. And what price point would make sense? Do you see it as a viable alternative to the subscription?

Dear Wealthica users,

First, please accept my apologies for the lack of communication related to the pricing structure changes that were implemented this morning. We've been working for months on shifting our model from free to paid, it started with last year's announcement and introduction of the Connect Unlimited plan (a limitation we never really enforced) up to today's move to the required paid version for syncing accounts.

For the past eight years, we have been proud to offer unlimited live account connectivity for free. This has allowed us to grow our community and provide a valuable service to people like you who want a comprehensive view of their financial landscape. During this ti

We released a new Core connector for RBC Online Banking. You will find it in the normal connector list (search for RBC) with a "CORE" label on the right. We decided to build this online banking connector for RBC as alternatives for Yodlee and Plaid proved to be totally unreliable or incomplete.

This connector is built by our team and runs on the same technology that powers our investment connectors. Hopefully, it will provide a better experience compared with the previous connectivity options.

If you are usig RBC, please try it and let us know how it goes!

🆕 Update:

Support for SMS 2fa has been added. App-based notifications and SMS are now supported.

We released a fix for CIBC Investor's Edge and Wood Gundy. Please try reconnecting your account and provide feedback in order to validate if it helps. We are setting mixed results and would like to confirm and have more data to continue the investigation. Thanks for your patience.

We added support for FHSA accounts on Questrade. Support is still pending on other connectors. If you have a FHSA account that is not showing, please report it.

We just released a new feature that has been requested for years!

You can now add stocks to Wealthica manually. 🥳

This is useful if:

- You have stocks at an unsupported financial institution

- You would like to add stocks you don't own (watch)

- You want to track a stock manually

How does it work?

- It works by importing stocks you are watching on Stockchase

- You can add a qty and avg price if you own the stock

- Once connected, you will see your Stockchase watchlist stocks on Wealthica

How to show my Stockchase watchlist stocks on Wealthica?

- Create a Stockchase account and add stocks to the watchlist

- On Wealthica use the +Add bu

A lot of users report problems with the Yodlee's RBC Online Banking connector lately. One thing we noted is when you are asked to enter "YES" to confirm you approved the access notification you received on your mobile, you have to enter YES in uppercase otherwise the authentication will fail. Please make sure you input "YES" and not "yes". Let us know how it works.é

The Plaid version of the Online Banking connector is currently available with a special link, but it does not support app-based 2fa. We are working with Plaid in order to enable the feature.

The Core - RBC Direct Investing connector and other RBC connectors should work fine and we can fix those quickly as we maintain them in-

We have a limited number of FREE Connect Unlimited subscriptions available (1Y) for Wealthsimple account holders. If you are interested, please get in touch at hello at wealthica.com and mention this post so we can provide more details.

🏃‍♀️First come, first served.

If you don't have a Wealthsimple account yet, make sure to open one using our link here: https://stockchase.com/discover/go/wtrade

Thanks!

We submitted new iOS version with a few fixes and new Android releases today. For Android, it will roll out to 25% of the users and if we don't see any issues we can do a full rollout. Please provide feedback if you can try it (Android).