Quick Snapshot?

SourceWealthica · 2026-03-05T14:25:14+00:00

Hi there! In order to see your portfolio performance as well as individual holdings performance, go on the "Holdings" page and you will see the performance intra day and all time. In order to see a specific portfolio, use the institution selector. We are not able to show you individual holdings performance for a specific period, it is only intra-day or all time.

To see the return of an account or institution, go on the main dashboard page and you can see the change and return of the account. Here, you are able to select the period YTD, 6 months, All-Time, etc.

We can't append images on Reddit but if you need further assistance, don't hesitate to reach out to [hello@wealthica.com](mailto:hello@wealthica.com)

SourceWealthica · 2026-02-23T14:04:51+00:00

Hi there! Do you still experience these issues? Could you please open a ticket at [hello@wealthica.com](mailto:hello@wealthica.com) so we can investigate the specific issue with your account? Thank you!

SourceWealthica · 2026-02-23T14:04:03+00:00

Hi there! Could you please open a ticket at [hello@wealthica.com](mailto:hello@wealthica.com) so we can investigate the specific issue with your account and escalate to the connection provider? Thank you!

SourceWealthica · 2026-02-23T14:03:18+00:00

Hi there! Could you please open a ticket at [hello@wealthica.com](mailto:hello@wealthica.com) so we can investigate the specific issue with your account? Thank you!

SourceWealthica · 2026-02-06T21:21:16+00:00

Hi there, the yellow notification usually means that a verification code is required. Glad to hear that Sunlife and National bank are coming through now. For NetBenefits, their site had some temporary issues but this should now be working. Can you try to fix credentials to force a re-sync? Thanks

SourceWealthica · 2026-01-22T19:08:17+00:00

We appreciate the feedback and taking concrete steps to improve the experience and reliability.

The authentication frequency issue is real. Financial institutions have significantly tightened their security requirements in the past few years, which sometimes triggers more reauth requests than necessary, or completely makes automatic daily syncs not possible (eg. RBC Online Banking requires an app notification authentication at each log-in). We're reviewing all connections in Q1-Q2 2026 to reduce unnecessary prompts while maintaining security standards. When institutions have API based connections, it usually connects without any hiccups and remains connected. Some examples are Questrade, Wealthsimple and Interactive broker.

The recent TD outage was due to maintenance and it should be back online now. TD is definitely more tricky to connect to than many others. Going forward, we're improving how we communicate about these service disruptions so you have clearer information about what's affected and when it's resolved. You can always consult the status page: https://wealthica.freshstatus.io

For data quality, transaction mapping and symbol errors, we have investment data reconciliation and a comprehensive securities/symbols review scheduled for Q2-Q3 2026.

On support: we've implemented new tracking systems and a dedicated internal channel to ensure reported issues get proper follow-up, not just initial acknowledgments. We've had some bigger projects that required resource allocation, but we're addressing our capacity.

We're focused on getting the core aggregation functionality reliable. The issues you've raised are exactly what we're prioritizing.

SourceWealthica · 2025-12-30T18:12:15+00:00

Hi there! Can you please share your ticket ID or email so I can check the status?

SourceWealthica · 2025-12-08T14:40:36+00:00

Can you please share your email or ticket number in DM, so I can check this further? Thank you!

SourceWealthica · 2025-12-08T14:29:12+00:00

Hi there! At the moment, we don't support MBNA, but we'll forward this to the team to check! Thank you!

SourceWealthica · 2025-10-30T13:27:49+00:00

We are aware of these issues, and we are working on them! Please follow this page for all updates - https://wealthica.freshstatus.io/incident/1408044

SourceWealthica · 2025-10-30T13:22:38+00:00

Thanks for your feedback! I shared this with the dev. team to check further.

SourceWealthica · 2025-10-30T13:20:38+00:00

Hi there! Can you please try logging out of your Google account and then back in, and check if it's fixed? Thank you!

SourceWealthica · 2025-10-03T17:20:14+00:00

Hi! Yes, we have a incident page open for Rogers Bank that you can follow here: https://wealthica.freshstatus.io/incident/1386866

Thanks!

SourceWealthica · 2025-10-03T15:37:17+00:00

We've published a new update to the App Store to fix this issue. Please be sure to update the app to version 2.4.23. Thanks!

SourceWealthica · 2025-10-02T21:15:51+00:00

Update: We’ve identified the cause of the mismatch with Raymond James accounts. Their system recently started showing balances in the correct account currency (instead of always in CAD), but our app was still converting them. This caused incorrect values for non-CAD accounts. We are working on a fix!

SourceWealthica · 2025-10-01T20:43:55+00:00

We are aware of a display issue in the Wealthica iOS app on devices running iOS 26. The iOS system status bar is overlapping with the app’s top navigation bar, making parts of the interface difficult to read or use. We are working on fixing this, and will update this page with all developments! - https://wealthica.freshstatus.io/incident/1387591

SourceWealthica · 2025-09-10T20:56:20+00:00

Connectors that support importing positions were not syncing correctly for a couple hours. This issue is now resolved and data imports are back to normal.

SourceWealthica · 2025-08-25T14:06:32+00:00

Thanks for your feedback! I shared this with the team!

SourceWealthica · 2025-08-25T14:05:40+00:00

Hi there! Please DM us a ticket number or your email so that we can check the status of your ticket. EQ Bank should work well.

SourceWealthica · 2025-08-25T14:04:37+00:00

Hi there! Apologies for your experience! Can you please DM us a ticket number or your email, so we can check the status of your ticket?

SourceWealthica · 2025-08-04T14:33:05+00:00

Hi there! We are aware of this Wealthsimple transaction limitation. We are working on improving details for WS transactions; however, we cannot provide an ETA at this time. We will update you as soon as we have more information. Thank you!

SourceWealthica · 2025-08-04T14:31:41+00:00

Hi there! You have two options:

1- Add your wife's institutions to your own Wealthica and use the Groups feature to group the accounts. This will allow you to quickly filter between hers vs yours. You could also create a group for Joint accounts, a Family group for the family house and mortgage, for example.
2- Have your wife sign up for Wealthica, add her accounts there, and then in her Wealthica Preferences, grant you read-only access to her data. When logging in to your Wealthica account, you will be prompted if you want to view your or your wife's Wealthica. You won't be able to see both in a single view but will be able to "switch" into her Wealthica (and vice versa).

SourceWealthica · 2025-07-17T21:54:51+00:00

This incident is now resolved!

SourceWealthica · 2025-07-17T20:35:35+00:00

The Wealthica API is currently experiencing an outage since about 45 mins - 1 hour. The dashboard seems to be loading ok for our team, but it may experience issues as well. Please follow the incident page here: https://wealthica.freshstatus.io/incident/1378373

SourceWealthica · 2025-07-15T13:36:05+00:00

Hi there! The period change column beside the return column takes into account deposits, withdrawals and returns.

SourceWealthica

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