Finance

First published: 31 May 2023 @ 8:33 amClient: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. Written By: The Big Writer Published At: Read More We are investigating an issue with Sunlife where balances are showing 0$. You can follow up on the incident here. It […]

First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More We’re excited to announce we now support Koho! To connect your Koho account, simply clicking on the +ADD > Banks & Brokerages > Koho. The post 🔔 New Institution: Koho appeared first on Wealthica’s

First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More In today’s dynamic financial landscape, managing personal finances effectively is more crucial than ever. With Mint closing, many Canadians are seeking alternatives that offer greater functionality, reliability, and security. Enter Wealthica – the ultimate

First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More For users who must migrate from HSBC Invest Direct to RBC Direct Investing, here are the steps to follow Once you have archived your HSBC Invest Direct connection, historical data will be saved, and

First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More We’re excited to announce a new power-up for Wealthica that allows you to seamlessly integrate your crypto tax management with your overall financial portfolio tracking. The BlockSentry power-up is a robust crypto tax management solution and

First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More A new connector has been published to accommodate changes to the PC Financial portal. Please try verifying again. The post ✅ PC Financial – Resolved appeared first on Wealthica’s Journey to $100B.

First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Read our quick start guide on how to use the beta budget wizard here. The post BETA Budget Wizard now Available appeared first on Wealthica’s Journey to $100B.

First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More If you made a mistake with your rule set-up and need to revert the edited transactions to the original, you can use the “Revert to original” rule action. Make sure you set up the

First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Hey Wealthica users! What’s been shipped! Over the past few weeks, our dedicated team has been addressing some crucial connectivity issues that arose. Our developers have successfully deployed fixes and updates for Canada Life

First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More A new feature has been implemented to change the book value manually. This can be handy if you have transferred stocks from one institution to another and the book value being reported by the

First published: 6 June 2024 @ 3:56 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Adjust your book value manually The post 🔍 Adjust your Book Value Manually appeared first on Wealthica’s Journey to $100B.

First published: 16 September 2024 @ 5:28 amClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Understanding capital gains tax is essential for Canadian investors looking to maximize their returns while staying on the right side of the law. Whether you’re selling stocks, real estate, or digital assets like cryptocurrency