Wealthica 4+

Track all your investments with Wealthica

Every day, Wealthica connects to your financial institutions and stores all of your transactions and investments history. This allows you to see all your investments and banking transactions in one place and get an unbiased view of your wealth. Wealthica supports over 20,000 financial institutions, including banks, investments and crypto. Wealthica is the largest financial aggregator in Canada.

-- NET WORTH TRACKING --
Track your entire net worth: stocks and shares, bonds and funds, real estate, cars, private investments, crypto or any other asset. Know how much you and your family are worth. Create groups for family members, businesses or family trusts to track your net worth across multiple entities.

-- UPDATED DAILY --
No need to enter your data manually. Simply : 1- Sign up 2- Connect your investment accounts. 3- Review your automatically synchronized data daily.

-- TRANSACTIONS --
All your transactions from all your bank and investment accounts in a single list. Get daily or weekly email alerts for new transactions and cash drag.

-- HOLDINGS --
View all your investment holdings in a single list. Categorize and review the daily performance of your holdings. Use the holdings view to review your asset allocation or plan to rebalance your portfolio.

-- COMPATIBLE WITH WEALTHICA WEB --
The Wealthica on-the-go mobile app is a great complement to our web app. Log in with the same credentials you use to connect to our mobile app. Explore the Power Ups section to discover new reports and advanced features. Share your data with trusted family members, advisors, or other financial professionals. Export your data to Google Sheets or Excel and instantly automate your financial spreadsheet from the web.

-- BUDGETING THROUGH WEALTHICA WEB APP --
You can track your monthly income and spendings, categorize these spendings and income transactions, control your budget and set goals for each category. Know how you spend your money to more effectively control your personal finance and plan for regular savings or debt repayments.

-- SUPPORTED FINANCIAL INSTITUTIONS --
Wealthica automatically syncs your holdings and transactions from a growing list of over 20,000 financial institutions. Your institution isn’t supported? Contact us!

INCLUDING THE FOLLOWING:
AGF, Assante, BMO InvestorLine, BMO adviceDirect, BMO Nesbitt Burns, Canaccord Genuity, CIBC Investor's Edge, CIBC Wood Gundy, Computershare Employee Online, Credential Securities, Desjardins Valeurs Mobilières (VMD), Desjardins Courtage en Ligne (Disnat), Desjardins Private Wealth (GPD), Desjardins SFL, Épargne Placement Québec, EQ Bank, Fondaction CSN, Fonds de solidarité FTQ, Gestion FÉRIQUE, Great-West Group Retirement (GRS), Industrial Alliance Financial Group, Investia, Industrial Alliance Securities, Interactive Brokers, Investors Group (IG Wealth Management), IPC Investment, IPC Securities, Laurentian Bank Direct Brokerage, Manulife Group Retirement (GRS), Manulife VIP Room, Manulife Securities, MD Financial Management, ModernAdvisor, National Bank Independent Network, National Bank Direct Brokerage, National Bank Financial, National Bank Private Banking 1859, Nest Wealth, Qtrade Investor, Questrade, Raymond James, RBC Direct Investing, RBC Dominion Securities, Scotia iTrade, Sun Life Financial, Tangerine, TD Direct Investing, TD Waterhouse, Virtual Brokers, WealthBar and Wealthsimple.

-- PRIVATE AND SECURE --
Your privacy and security is our top priority. Thousands of users trust Wealthica to track over $49 billion in assets. We use the latest technology and have strict processes in place to protect your financial information. Wealthica only reads and saves your financial data to create a visual dashboard of your entire financial life. We will never sell, publish or share your contact information or any identifiable personal information to any third parties.

Term of Service: https://wealthica.com/terms/