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How to View Holdings Outside Passiv's Brokerage Partners

Passiv has partnered with Wealthica, a net worth tracking tool, to allow users to have a more holistic view of their investment holdings and be able to account for their entire portfolio in their rebalancing.

Since Wealthica is not a brokerage, here are a few words of caution:

  1. Data from Wealthica is delayed by approximately 48 hours.
  2. The connection is read-only and some features are not available, specifically: One-Click Trades, Cash Notification
  3. Some assets available in Wealthica are not supported by Passiv, and will be excluded automatically. Passiv only supports tradable assets, such as stocks, ETFs, and bonds at this time.
  4. Non-investment accounts in your Wealthica account, such as chequing accounts and credit cards will not show in Passiv.

Always verify your trades before placing them

How to connect your Wealthica account:

Adding a Wealthica account works like adding any other connection to Passiv. Go to the Connection Box in Settings and click Add Another Connection. Click on the Wealthica icon. You’ll be directed to Wealthica. Once you log in and accept the terms of service, you’ll be redirected back to Passiv to set up your accounts.

If you don’t have an account with Wealthica you can learn about how it works. Here is a list of institutions that Wealthica supports.

How to use your Wealthica connection:

1. If your Wealthica accounts are in a separate Passiv portfolio from your tradable accounts:

Passiv will show you trade calculations needed to rebalance your portfolio based on the targets that you’ve set. Since Wealthica is not a brokerage, one-click trade is not available and you will have to manually place the recommended trades at each of the institutions.

Then come back to Passiv to let us know that you placed the trades. Passiv won’t show you trades for the next 48 hours (approximate time for Wealthica data to update).

2. If your Wealthica accounts are part of a multi-account portfolio that also contains accounts from trading partners:

By default, Passiv will try to rebalance your portfolio by placing trades in institutions with native integration (trade partnership). Passiv will not recommend trades for other institutions.

If you want to see recommendations for trades outside of trading partners, turn OFF Prevent trades in non-tradable accounts in your Portfolio Settings.

You will be able to use one-click trades in accounts with our trading partners.

Once you place your one-click trade for tradable accounts, you will have to manually place the recommended trades at each of the institutions for non-tradable accounts.

Then come back to Passiv to let us know that you placed the trades. Passiv won’t show you trades for the next 48 hours (approximate time for Wealthica data to update).

Reporting

By default, Reporting is disabled for Wealthica accounts. To enable it, go to the Reporting page from the left pane and click the toggle in the Settings on top of the page.

How to hide Wealthica accounts

You may not want to see all of your Wealthica accounts in Passiv. To hide accounts, go to the Accounts box at the bottom of the Settings page. Click Edit Groups and drag the account(s) you don't want to see in Passiv to the Hidden Accounts box.

If the brokerage account was the only account in its portfolio group, you can choose to delete the portfolio group to remove it from your dashboard and left navigation pane.

You can unhide accounts at any time by dragging the hidden account into one of your portfolio group or into a New Group.

Hidden accounts:

- Won't show in your left pane

- Will not be accounted for in any of the data shown in Passiv such as total value, cash, reporting, goals.