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)