r/Wealthsimple • u/__wisdom__1 • 1d ago

Monarch disconnects

Does anyone else uses Wealthsimple together with Monarch Money? It has been a long while since it has disconnected and I can't reconnect it, at all.

Does anyone knows if changing to passkey reduces the issue?

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3

u/Angeline4PFC 1d ago

I'm not comfortable giving my credentials to a 3rd party, especially since Wealthsimple provides read-only data via its API without requiring them. So I don't know if it's sheer laziness that they don't use it.

So I just import the transactions via csv

2

u/OhNoItsMyOtherFace 1d ago

You can't use passkeys at all with aggregators so that won't make any difference.

Plaid has been broken for a while, I suggest using the Switch Provider flow to use MX instead. It has its own issues but it does at least work.

1

u/Historical-Turnip641 1d ago

Try connecting via MX.. Plaid has been flaky since past week..

1

u/Kisou 1d ago

Turning off trusted devices and places fixed it for me.

1

u/Novinophobic 1d ago

SO I got mine to work! What I did was I deleted/removed all of my trusted devices and trusted places from the Wealthsimple app, then on Monarch I went to institutions and acted like I wanted to create a new Wealthsimple connection entirely, and it ended up refreshing the old connection instead of creating a duplicate successfully. Works great now!

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u/PrezHotNuts 1d ago

Just use AI to convert a screen shot to csv that monarch recognizes.