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.
Frequent Questions
Enhancements (Planned)