Finance

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: 🆕 New After the Close Daily Update

First published: 6 July 2023 @ 12:30 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 now featuring Allan Tong’s After the Close comment right at the top of your Wealthica dashboard. Each day, Allan […]

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: 🆕 New After the Close Daily Update Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #16: Transactions tab fix, support ticket issue resolved.

First published: 11 March 2023 @ 6:39 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 Hey Wealthica users! What we fixed… We’ve been busy fixing bugs and making updates to make your investment journey smoother. We

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #16: Transactions tab fix, support ticket issue resolved. Read More »

Client: Wealthica’s Journey to $100B | Title: Wealthica Update #36: New Add Connection Flow, Easier Subscription management, and more!

First published: 31 October 2023 @ 11:29 pmClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Hey Wealthica users! What we fixed… We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we released a few more fixes for

Client: Wealthica’s Journey to $100B | Title: Wealthica Update #36: New Add Connection Flow, Easier Subscription management, and more! Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Nov. 11, 2022): Questwealth, GoPeer, and dozens of fixes

First published: 12 November 2022 @ 6:32 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 What’s new on Wealthica this week? Questwealth is now available, please note it is a separate connector to Questrade Fixed a

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Nov. 11, 2022): Questwealth, GoPeer, and dozens of fixes Read More »

Client: Wealthica’s Journey to $100B | Title: ✍️ Wealthsimple Adjusted Book Value

First published: 7 June 2024 @ 1:30 amClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Some users have reported that transferring stocks from another institution to Wealthsimple resulted in the book value being shown as the market value at the time of the transfer instead of the original. You

Client: Wealthica’s Journey to $100B | Title: ✍️ Wealthsimple Adjusted Book Value Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #15: Connector fixes & more, plus Mobile App updates

First published: 4 March 2023 @ 5:37 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 Hey Wealthica users! What we fixed… We’ve been busy fixing bugs and making updates to make your investment journey smoother than

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #15: Connector fixes & more, plus Mobile App updates Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Nov. 4, 2022): Questwealth, TD WebBroker, and dozens of fixes

First published: 5 November 2022 @ 5:31 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 What’s new on Wealthica this week? Support for Questwealth as a separate connector Added Bitbuy to our W:Invest marketplace TD WebBroker

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Nov. 4, 2022): Questwealth, TD WebBroker, and dozens of fixes Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #14: Connector fixes & more, plus Mobile App updates

First published: 28 February 2023 @ 4:31 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 Hey Wealthica users! What we fixed… We’ve been busy fixing bugs and making updates to make your investment journey smoother than

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #14: Connector fixes & more, plus Mobile App updates Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: New: Vancity Plaid Connector

First published: 22 June 2023 @ 1:31 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 have published a new version of Vancity’s connector through Plaid. If you are using the legacy connector through Yodlee, please

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: New: Vancity Plaid Connector Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Oct. 21, 2022): Manulife GRS, Manulife VIP Room (previously Standard Life), Tangerine, TD WebBroker and dozens of fixes

First published: 28 October 2022 @ 5:36 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 What’s new on Wealthica this week? Updated Manulife GRS connector New Manulife VIP Room (previously Standard Life) connector We rewrote Manulife

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Oct. 21, 2022): Manulife GRS, Manulife VIP Room (previously Standard Life), Tangerine, TD WebBroker and dozens of fixes Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Oct. 28, 2022): iA Private Wealth, BMO Nesbitt Burns Questwealth and dozens of fixes

First published: 29 October 2022 @ 3:28 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 What’s new on Wealthica this week? iA Private Wealth improvements to holdings and transactions Fixed BMO Nesbitt Burns duplicate accounts issue

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Oct. 28, 2022): iA Private Wealth, BMO Nesbitt Burns Questwealth and dozens of fixes Read More »

Client: Wealthica’s Journey to $100B | Title: How to Use Pledged Asset Lines for liquidity

First published: 1 January 2025 @ 10:28 amClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More When you look at your investment portfolio like stocks, bonds, mutual funds, or cryptocurrency ETFs, it represents more than just numbers on a screen; it’s a testament to your financial discipline and planning. But

Client: Wealthica’s Journey to $100B | Title: How to Use Pledged Asset Lines for liquidity Read More »