Tangerine

Tangerine -> Wealthica Sync
Production Stable
Accounts Yes
Positions Yes
Transactions Yes
Documents Not supported
Connector ☉Core

 

Known Issues

TANGERINE BUSINESS ACCOUNTS

Business accounts are currently not supported.

PIN VS PASSWORD

To connect with Tangerine you will need to provide client number and login PIN.  When you first sign up to Tangerine, it's possible they require you to set up a password, but they will ask you to setup a login PIN afterwards which leaves the password useless.

2FA

Tangerine is rolling out 2-Factor Authentication. The Tangerine connector does not yet support this feature. As a temporary work around, please disable 2FA for the time being to connect on Wealthica.

Frequent Questions

 

Enhancements (Planned)