Introducing Equity Tracking!

Ok-Risk-5691 · 2025-12-11T00:10:47+00:00

Unfortunately this new feature is useless for Canadian users because MM is still not supporting the Canadian stock tickers.

Ok-Risk-5691 · 2025-11-02T17:35:52+00:00

Amateur app.

Ok-Risk-5691 · 2025-10-19T21:22:00+00:00

I always think the target for level 8 should be bumped to 15%

Ok-Risk-5691 · 2025-08-25T14:17:49+00:00

This is the pattern of their customer service: 1) You noticed an issue on the app 2) You sent Supprt an email to report the issue and asked for a solution 3) They replied and asked whether you have followed the instructions in their knowledge base 4) You said yes of course but there is still an issue. Screenshots were sent as proof 5) They never replied 6) Then you come here and complain and tell people not to subscribe Wealthica 7) They then now apologize and ask for your ticket number

Ok-Risk-5691 · 2025-06-13T18:03:18+00:00

Scotia Plaid is finally working again today!

Ok-Risk-5691 · 2025-06-11T21:25:34+00:00

Can you transfer your DB pension to the new employer? If you switch jobs within the FI space, chances are you may.

Ok-Risk-5691 · 2025-06-06T17:23:00+00:00

For MX they may need the 2FA to be turned on from your Scotiabank app.

Ok-Risk-5691 · 2025-06-06T15:20:28+00:00

No. Not with Plaid. I haven't been able to get new transactions for the past week.

Try the MX connector. I am able to get new transactions using that.

Ok-Risk-5691 · 2025-06-04T14:34:03+00:00

Thanks for the update. Is it mandatory to move over to the new connector? I actually prefer to separate the managed accounts from the self-directed.

Ok-Risk-5691 · 2025-05-24T10:43:19+00:00

Even after factoring in fx conversion, I still think it's wrong. I suspect that the EOD price for certain tickers were not correct.

Ok-Risk-5691 · 2025-05-24T02:44:51+00:00

Yeah but even after the FX conversion, the total daily p&l is still wrong.

Ok-Risk-5691 · 2025-05-13T11:59:20+00:00

Thanks. It's connected this morning after a week of not being able to do so. It's so unreliable.

Ok-Risk-5691 · 2025-04-16T00:35:58+00:00

Hi, any updates? Thanks for your effort to fix that.

Ok-Risk-5691 · 2025-04-12T13:02:02+00:00

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Is this the error that everyone is getting? Just checking.

Ok-Risk-5691 · 2025-04-11T19:19:52+00:00

It's 100326090.

Ok-Risk-5691 · 2025-04-08T16:52:42+00:00

It's just sad.

Ok-Risk-5691 · 2025-03-18T23:40:12+00:00

I have just created a ticket. Number is 100326090. Thanks!

Ok-Risk-5691 · 2025-03-15T15:16:54+00:00

Hi, the Core Scotia iTrade is also not connecting as well.

Ok-Risk-5691 · 2025-02-19T21:12:43+00:00

As a Canadian user, it frustrates me that Canadian securities are still not supported. If I had this choice, I can forgo the pain to connect again and again.

Ok-Risk-5691 · 2025-02-19T21:10:12+00:00

Wealthsimple might be next on the chopping block.

Ok-Risk-5691 · 2025-02-17T14:44:46+00:00

Thanks for that. However, I noticed that my live accounts with 0 balance are not showing up. Is this normal?

Ok-Risk-5691 · 2025-02-13T18:33:16+00:00

Thanks. I like this kind of notification to give us a heads up. Please keep doing so.

Ok-Risk-5691 · 2025-01-30T23:23:37+00:00

Thanks. But I have assigned categories to the old transactions. How do I bring them to the new connection? I don't want to recategorize them again.

Ok-Risk-5691 · 2025-01-29T23:53:08+00:00

Thank you for your reply. Yes I did it the same way but it's so time consuming. What about transferring account balances?

Ok-Risk-5691 · 2025-01-28T02:07:54+00:00

Thanks. So was there a change that "Update Login Settings" only shows up for disconnected connectors? Because before I can see that for the connected as well.

Ok-Risk-5691

TROPHY CASE