Canadian user specific features such as TFSA, RRSP, FHSA, RESP
Request for quick, better, and dedicated features for Canadian users. The app is primarily designed for US customers and piggybacking for Canadian users. For example, the account types show all US based terminologies for example, 401k, ROTH IRA etc. Similar thing is observed while trying to add Canadian BFSI institutions. For instance, major Canadian institutions such as Neo Financial, WealthSimple, SunLife Workplace Investments, Canadian credit score, etc. are still not supported.
Comments
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Hello @Sourabh,
Thanks for reaching out! We do appreciate our Canadian users. We currently have a great idea post for Multiple Currency Support that you can vote for and follow here:
You can also create a separate Idea Post listing the need for Supporting the Canadian credit score in Quicken SImplifi. The post below shows how to do that as well:
Additionally, for any Missing Financial Institution you notice is Quicken Simplifi, you can create a Missing Fi Request post that can be voted for by you and other users. I see that you already submitted an FI request for Neo Financial, and I know we have an existing FI request for Sunlife you can vote for here:
It looks like Wealthsimple for Canada is currently available in Simplifi under "Canadian ShareOwner (Now WealthSimple)"
Thanks,
Coach Jon
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hi Jon, I tried the wealth simple link posted by you through Canadian owners, I don’t think it’s working. Did you get anyone reported that it’s working for wealth simple? Thanks!
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https://my.wealthsimple.com/app/homethis is the link when I tried to access via browser. Normally I used app to access wealth simple. Thanks!
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Hello @Angelawxli,
Thanks for reaching out. Are you receiving a specific error when trying to connect to WealthSimple?
Thanks,
Coach Jon
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