Sun Life Financial

Sun Life Financial -> Wealthica Sync
Production Stable
Accounts Yes
Positions Yes
Transactions Yes
Documents Yes
Connector ☉Core




Known Issues

2FA NOW SUPPORTED (30TH April 2021)

We have added supported for Sun Life 2FA. Some users have reported needing to also change the 2 factor setting from "every time" to "changes only" to be able to sync.

You may encounter issues if you have 2 phone numbers as options to receive a verification code. You should remove one of them so that you only have one phone number as an option. 


Please note that Sun Life connector in Wealthica automatically selects your 1st phone number that is set up in your Sun Life account. We will implement phone selection but don't have an exact ETA at the moment.

Frequent Questions


Enhancements (Planned)