Connect Accounts

Every account.
One login.

Bank, credit, and investments — connected in minutes.

Connect every bank, credit, and investment account into one unified dashboard. Read-only, bank-grade, and built for Canada.

TD
RBC
BMO
Scotiabank
CIBC
Wealthsimple
How it works

Connected in three simple steps

01

Pick Your Bank

Select from Canada's major banks and credit unions — any institution Wealthica supports.

02

Log In Securely

Authenticate through Wealthica's secure gateway. Your bank handles the verification — we never touch your credentials.

03

See Everything

All your accounts — checking, savings, credit cards, investments — unified in one real-time dashboard.

What you unlock

Unlock full control

Once connected, you get access to everything.

Net Worth Tracking

See your complete financial picture in real-time across all accounts and assets.

Investment Portfolio

Track all your stocks, ETFs, and mutual funds in one consolidated view.

Subscription Detection

Automatically scan for recurring charges and find forgotten subscriptions.

Spending Insights

Understand your spending patterns and identify optimization opportunities.

Real Estate Valuation

Add property valuations to get a complete net worth picture.

Asset Tracking

Value items you own — watches, art, collectibles — and include them in your net worth.

Security

Enterprise-grade security

256-Bit Encryption

All data in transit and at rest is encrypted with military-grade standards.

Read-Only Access

We can view your accounts but can never initiate transactions or move money.

Powered by Wealthica

Trusted by thousands of Canadians. Industry-standard bank aggregation.

No Credential Storage

Your passwords are never stored with us. You authenticate directly with your bank.

Works with your bank

Every major Canadian institution

TD
RBC
BMO
Scotiabank
CIBC
National Bank
Common questions

Everything you might ask

Can Bancsimple see my passwords?

No. You log in directly to your bank through Wealthica's secure portal. We never touch your credentials.

Can you move money or make transactions?

Never. We have read-only access. Your accounts are completely safe.

How often is my data updated?

Most accounts sync daily. Some institutions update more frequently. You can manually sync anytime.

What if my bank isn't listed?

Wealthica supports 10,000+ institutions. If yours isn't supported yet, you can import transactions via CSV.

Is my data encrypted?

Yes. Bank-level 256-bit encryption protects all data in transit and at rest.

Can I disconnect accounts anytime?

Absolutely. Disconnect any account instantly from your settings. We delete your data when you disconnect.

Ready to see your complete financial picture?

Connect your first account in under 2 minutes.