Solium Shareworks
Solium Shareworks -> Wealthica Sync | |
Production | Beta |
Accounts | Yes |
Positions | Not supported |
Transactions | Not supported |
Documents | Not supported |
Connector | Core |
Known Issues
POSITION RETRIEVAL TEMPORARILY SUSPENDED
We recently rewrote the Solium connector and temporarily had to suspend positions retrieval.
Frequent Questions
Shareworks reports unvested units, which are listed under unavailable. Unvested units are shown with $0 value in Wealthica. $0 accounts are hidden from the accounts list on the Dashboard but you can view them by clicking the ACCOUNTS link that shows up when expanding your Solium Sharework account.