Wealthsimple connection for new accounts [Edited]

Hamieh
Hamieh Member
edited August 26 in Adding and Updating Accounts

Hello,

I just signed up for quicken simplifi I am trying to connect my Wealthsimple account but the connection method still says to use the Mint token. I never used mint so I do not have sucha thing. I noticed this has been queried a few years ago in this platform but no follow up.

Is there any progress to getting Wealthsimple to work with Quicken because it is a key part in my financial picture.

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  • Coach Kristina
    Coach Kristina Moderator admin
    edited August 25

    Hello @Hamieh,

    To assist with this issue, please provide more information. What happens when you attempt to connect to Wealthsimple? Are you seeing any error messages/codes? Which connection options have you tried? I can see there are a couple choices:

    Screenshot 2024-08-25 at 3.45.07 PM.png

    I look forward to your response!

    -Coach Kristina

  • EclectikJ
    EclectikJ Member

    The Canadian ShareOwner version is also asking for the Mint token.

    image.png

  • Coach Jon
    Coach Jon Moderator admin

    Hello @EclectikJ,

    Thank you for reaching out! It seems since the FI is asking for the Mint access token, there may be a way on the bank's website to receive that token. Have you reached out to the FI to verify if they know how to receive this token?

    Thanks,

    Coach Jon

  • EclectikJ
    EclectikJ Member

    They don't offer the Mint access token for accounts in Canada.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @EclectikJ,

    Thanks for the reply! I would suggest reaching out to the FI and inquiring whether they know how to bypass the Mint access token in this case.

    Let us know!

    Coach Jon

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