Wealthsimple
in progress
J
Jigar Patel
The integration works till I get to the Plaid sign-on page, but then Plaid says I need to enter the verification code that it sent.......where?
I checked my email and my phone. No code sent anywhere.
Log In
R
Rubanesvaran Rajendran
Its working in Beta version.
Almost all the investment account in Canada; IBKR, Wealthsimple and Questrade (is working for a week now) with some minor bugs. but connection is stable for now. balance is getting updated daily
Jen
in progress
Jen
Support for investment transactions (not holdings) are now supported for our beta testers in the US and Canada! Wealthsimple has been confirmed to work. Transactions are not importing for some Cash accounts.
To join the beta, head to https://my.lunchmoney.app/community. Join our discord to follow the discussion, and use the normal bank syncing flow to report any issues.
N
Nicolas
Jen Confirmed, just linked to it. Indeed there is no cash account transactions sadly. Thank you!
M
Maria Kulikova
There are no TFSA or RRSP transactions, either, similar to Cash. Says "Last data received from Wealthsimple - never".
R
Rubanesvaran Rajendran
Maria Kulikova TSFA and RRSP transactions are getting updated. Cash account not getting updated.
H
Han Huynh
Won't be using Lunch Money because I need integration with Wealthsimple!
J
James Olsen
Please include Wealthsimple!
M
Max
I'm not a Canadian or Wealthsimple customer but Jigar Patel's screenshot caught my eye because this confused me with another one of my accounts. When it gave me the same instruction with the phone number apparently missing at the end, it was because I was using TOTP with that bank. It was looking for my current TOTP code (the thing where you scan a QR code in an authenticator app to generate rotating time-sensitive 6 digit codes) despite the "sent to" language. Seems like this problem is more to do with the institution not being supported at all so good luck to you people.
R
Rubanesvaran Rajendran
Jen this has 67 upvotes! most required for Canadian user base. Can this be added to the roadmap in the upcoming release. Its as popular like Robinhood..
G
Gary
Jigar Patel As far as I know, LM does not support WealthSimple CA at the moment. If you were lucky enough to get to the Plaid sign on page, the verification code will be in the Authenticator app on your phone.
K
Kane Miller
Yes please, this is really important for me, too!
A
Andrew MacMillan
Hi, I also need this! Finding it very frustrating that I cannot connect. i would love to subscribe but this is preventing me from doing so.
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