Credential Asset Management
Credential Asset Management -> Wealthica Sync | |
Production | Stable |
Accounts | Yes |
Positions | Yes |
Transactions | Yes |
Documents | Yes |
Connector | ☉Core |
Known Issues
API UPDATE (25TH OF JANUARY 2021) RESOLVED
Due to changes in Credential platform, Email address is required instead of User ID for logging in. If you haven't migrated yet, please do so on their portal here. We are making necessary changes to reflect this in Wealthica, and will have an update very soon. Thank you for your patience!
Frequent Questions
Enhancements (Planned)