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
K
Kira
Would love Wealthsimple integration! Otherwise unfortunately not able to use lunchmoney for my purposes.
D
Derek
Doesn't work for me even after opting into Beta.
Din from Lunch Money
Derek: Hey Derek, after joining the beta testing program, you'll need to make sure to go through the beta build (https://beta.lunchmoney.app/) and after selecting the country, enable the "I want to sync an investment account" option. Let me know if this helps! :)
B
Bowen Chen
Beta version no longer works for me since July 1st. I kept getting plaid "Something went wrong" error
A
Alex K
Please Wealthsimple, make it work with Lunchmoney!!
D
Daniel Schifano
Can confirm, the Wealthsimple integration is working but there are some issues with retreiving transaction history on Cash accounts. Also, with the recent Wealthsimple update for joint Cash accounts and multiple Cash accounts I am not seeing the ability to connect any other Cash account than the first I created.
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 from Lunch Money
in progress
Jen from Lunch Money
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 from Lunch Money 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!
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