Manulife Securities

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

 

 

 

Known Issues

Maintaining a Session

It seems Manulife only maintains one session at a time. As long as you don't go back into the Manulife Website after setting up the 2FA through Wealthica, the session is maintained for automatic syncs. As soon as you go into Manulife's own portal from a browser, it triggers a request to do 2FA all over again as it sees a request from a different location. You will need to verify again on Wealthica if you have started a new session elsewhere.

Frequent Questions

 

Enhancements (Planned)