ModernAdvisor -> Wealthica Sync
Production Stable
Accounts Yes
Positions Yes
Transactions Yes
Documents Yes
Connector ☉Core



Known Issues


Newer ModernAdvisor clients are using a different custodian which is not currently compatible with Wealthica. You may want to ask ModernAdvisor which custodian you are set up with and if you can get access to Credential Securities.

We have a note about this when you try to connect ModernAdvisor in Wealthica:





Frequent Questions


Enhancements (Planned)