How To

How to Hide, Ignore or Remove Duplicate Accounts

This How-To explains how to hide accounts that shows up within 2 different financial institution accounts.

How to Add a 2nd Questrade Account

To add a second Questrade account your will need to make sure you logout from the previously connected account on Questrade's web app.

How to delete my account?

Step by step guide to delete your Wealthica account.

How to delete all history of a previously deleted financial institution?

I had accidentally retained history when deleting a financial institution. How can I remove it completely and delete all history?

How can I cancel my Wealthscope subscription?

Step by step guide to cancel or uninstall your Wealthscope Scorecard add-on

How to Connect IB / Interactive Brokers and Configure the Flex Report

Enable Read-Only access to Interactive Broker with the Flex Query / Report

How to Add a 2nd Wealthsimple Account

To add a 2nd Wealthsimple account to Wealthica you need to first logout from the previously added account. Here's how.

How to Connect a Computershare Employee Online Account

Short guide about how to connect a Computershare Employee Online Account in Wealthica

How can I track crypto assets?

Use the Cointracking Add-on to link your crypto assets.

How to fix spikes and sharp drops in your Net Worth chart or edit account historical value?

Learn how to edit history for your Wealthica account

How to connect my CoinTracking account to Wealthica?

Connect your CoinTracking account to Wealthica

How to Fix Norbert's Gambit Transaction Error

A video walkthrough of how to fix Norbert's Gambit transaction error.

How to Fix Errors in Dashboard Graph with Wealthica History Power-up

How to Add a Newton API Connection

Where to find the API keys and how to connect Newton

How to Add an NDAX API Connection

Where to find the API keys and how to connect NDAX

How to Add Shakepay Connection

Steps Add Shakepay Connection

I lost my Wealthica password. How can I change it?

Password Recovery Option

How to Update Manual Investment Value

Updating the Market Value of Manual Investments

How to Use a Promo Code

How to use a discount code or promo code.

How to enable app-based 2FA (2 Factor Authentication)

A guide on how to enable app-based 2FA

How to Find Your Questwealth Account Number

Finding your Questwealth account number

How to add stocks manually in Wealthica?

Adding your stock holdings manually in Wealthica