Wealthsimple
in progress
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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
M
Mihai Damaschin
LunchMoney's current reliance on Plaid for transaction data is limiting its functionality as Plaid is unable to read Cash account (and to my understanding the beta Visa too) transactions from WealthSimple. This issue has led to competitors abandoning Plaid all-in-one solution giving users the possibility to swap integrators.
MX is the platform to use for WealthSimple.
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Karl-Étienne Bolduc
It was working fine, but then new transaction are not being synced up from my cash accounts. (I have multiple cash accounts with WS)
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Emma McMillan
Karl-Étienne Bolduc I think I am having the same problem. When setting up the Wealthsimple integration, I can see all the transactions on the investment accounts, but the cash account has no transactions. I only have a single cash account.
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Karl-Étienne Bolduc
Emma McMillan I think it only synced partially when I added the account the first time. Since, I have to manually add each transaction.
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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! :)
A
Ashwin Ramesh
Din from Lunch Money, I tried this several times over the last few months and it doesn't work. I am on the beta builds as well. I believe there is an ongoing issue for which I am yet to receive any updates.
Din from Lunch Money
Ashwin Ramesh: Hey Ashwin! I see that you have an open case with our Plaid Support Team regarding the error message that you're experiencing on your end. Plaid haven't yet shared any new developments on your ticket since the last update, yet the case remains open and our team will reach out as soon as there is something to share. :)
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Ashwin Ramesh
Din from Lunch Money: thank you very much Din. Yes, Wealthsimple (Cash and Investments) have been a big ask for many of us here and for me personally. I hope Plaid can fix this soon help us with this request.
I had issues with Scotiabank as well before but they are resolved now.
B
Bowen Chen
Beta version no longer works for me since July 1st. I kept getting plaid "Something went wrong" error
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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.
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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!
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Maria Kulikova
There are no TFSA or RRSP transactions, either, similar to Cash. Says "Last data received from Wealthsimple - never".
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Rubanesvaran Rajendran
Maria Kulikova TSFA and RRSP transactions are getting updated. Cash account not getting updated.
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