Canaccord Genuity

Canaccord Genuity -> Wealthica Sync
Production Stable
Accounts Yes
Positions Yes
Transactions Yes
Documents Not supported
Connector ☉Core

 

 

 

 

 

 

Known Issues

If you receive a log-in error, there may be a message that you must agree on the institution's portal first. Please log-into Canaccord and check for a message asking you to accept the terms and conditions.

Frequent Questions

 

Enhancements (Planned)