Simplii Financial

Simplii Financial -> Wealthica Sync
Production Beta
Accounts Yes
Positions Not supported
Transactions Yes
Documents Not supported
Connector ☉Core

 

 

Known Issues

CONNECTION ISSUE (FEBRUARY 17TH 2021)

Although we made a great progress and published our Core connection with Simplii, we are still aware of the issue with syncing some accounts to Wealthica. Our team is prioritizing this issue and we will update you with a fix soon. Thank you for your patience!

 

Frequent Questions

What username should I use with Simplii?

Simplii connector accepts only Card Number as login. It has a max length of 16 digits. Email as login is not supported.

 

Enhancements (Planned)