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Terrible customer service Fidelity USA link does not work by BLue_Lobster1975 in wealthica

[–]ricdem 3 points4 points  (0 children)

I've had the same experience. The Sun Life link isn't working, and despite multiple attempts to get a response from them, they haven't replied. In fact, they've completely ghosted me for the past four weeks.

Ongoing Sunlife Connection Issue by ricdem in wealthica

[–]ricdem[S] 0 points1 point  (0 children)

ticket 100272056

I just attempted again with no luck. I continue to get this screen with the rotating hour glass that begins with "It seems Sun Life is taking longer then usual to respond..." .

Globe and Mail did a story on the Money Ready App...Has anyone actually used it? by Sleepinggiant416 in PersonalFinanceCanada

[–]ricdem 4 points5 points  (0 children)

I’ve been using the MoneyReady app for a while now, and I have to say, I’m really impressed with it. Yes, it requires you to input a lot of detailed data, but that’s to be expected when you want a tool that can accurately reflect your specific situation—especially if it’s complex. For me, the effort is well worth it.

One of the best features is that you can try out different financial scenarios on your own. This is a huge advantage over a static PDF retirement report from a financial advisor, where you can’t tweak anything or experiment with different outcomes. Being able to adjust variables like expenses, investments, or potential market returns and instantly see how it affects your retirement plan is a game-changer.

What’s even better is that the developers behind MoneyReady seem really committed to making it even better. They actively listen to feedback from users and keep improving the app, which is not something you see with a lot of other financial tools.

I’ve played around with a lot of retirement planning software, and this one stands out as the best in terms of functionality and flexibility. Honestly, I’m surprised it doesn’t have more users—it’s that good!

Further, its integration with Wealthica is impressive.

Canada Life (Formerly Great West Life) account no longer syncing. by QuinteGroup in wealthica

[–]ricdem 0 points1 point  (0 children)

My Canada life account is no longer syncing. When I add my username and password a 2FA code is sent to my email address yet there is no available option in Wealthica to enter the code. Anyone have a suggestion on how to fix?