Wealthica vs Olympia Mobile

Track all your investments with Wealthica Every day, Wealthica connects to your financial institutions and stores all of your transactions and investments history. This allows you to see all your investments and banking transactions in one place and get an unbiased view of your wealth. Wealthica supports over 20,000 financial institutions, including banks, investments and crypto. -- NET WORTH TRACKING -- Track your entire net worth: stocks and shares, bonds and funds, real estate, cars, private investments, crypto or any other asset. Know how much you and your family are worth. Create groups for family members, businesses or family trusts to track your net worth across multiple entities. -- UPDATED DAILY -- No need to enter your data manually. Simply : 1- Sign up 2- Connect your investment accounts. 3- Review your automatically synchronized data daily. -- TRANSACTIONS -- All your transactions from all your bank and investment accounts in a single list. Get daily or weekly email alerts for new transactions and cash drag. -- HOLDINGS -- View all your investment holdings in a single list. Categorize and review the daily performance of your holdings. Use the holdings view to review your asset allocation or plan to rebalance your portfolio. -- COMPATIBLE WITH WEALTHICA WEB -- The Wealthica on-the-go mobile app is a great complement to our web app. Log in with the same credentials you use to connect to our mobile app. Explore the Power Ups section to discover new reports and advanced features. Share your data with trusted family members, advisors, or other financial professionals. Export your data to Google Sheets or Excel and instantly automate your financial spreadsheet from the web. You can track your monthly income and spendings, categorize these spendings and income transactions, control your budget and set goals for each category. Know how you spend your money to more effectively control your personal finance and plan for regular savings or debt repayments. -- SUPPORTED FINANCIAL INSTITUTIONS -- Wealthica automatically syncs your holdings and transactions from a growing list of over 20,000 financial institutions. Your institution isn’t supported? Contact us! INCLUDING THE FOLLOWING: E*trade from Morgan Stanley, Robinhood, Interactive Brokers, Bank of America, Citibank, Wells Fargo, TD Bank, Bank of America, Merill, Morgan Stanley, Marcus by Goldman Sachs, Goldman Sachs, JP Morgan Chase, Fidelity, eToro, Vanguard, Wise, Chime, SoFi, Betterment, NorthOne, PayPal, M1 Finance, Axos Bank, Edward Jones, Binance US, Coinbase, Kraken, Bitstamp, Gemini, Crypto.com, Metamask -- PRIVATE AND SECURE -- Your privacy and security is our top priority. Thousands of users trust Wealthica to track over $49 billion in assets. We use the latest technology and have strict processes in place to protect your financial information. Wealthica only reads and saves your financial data to create a visual dashboard of your entire financial life. We will never sell, publish or share your contact information or any identifiable personal information to any third parties. Terms of Service: https://wealthica.com/terms/

Maintaining your Self-Directed Account with Olympia Trust Company just got easier! The Olympia Mobile App offers you instant access to inclusive account details, investment updates and transaction information while guaranteeing you’re treated to a peak user experience! The Olympia Mobile App Includes: - Enhanced Login: Utilize Apple Touch ID (iPhone, iPad) and Face ID (iPhone X) for instantaneous login - Advanced Security: Password Authentication and Login Safety Upgrades - Swift Navigation: Quickly find what you need when you need it, no matter where you are - Account Updates: Update your personal information and preferences while on-the-go - Investment Info: Stay in-the-know on your investment transactions anytime, anywhere - Languages: English and French The Olympia Mobile App can be downloaded for free from the Apple App Store. Wireless and data rates may apply. Legal By selecting Install you acknowledge and consent to: (i) the installation of the Olympia Mobile App; (ii) the future updates or upgrades to the Olympia Mobile App, which may be automatically installed as per your device or operating system default or user initiated settings; (iii) the automated communication of your device with Olympia’s servers as required in order to deliver Olympia Mobile App functionality and to record Olympia Mobile App usage; and (iv) the collection of personal information in accordance with Olympia’s Privacy Policy, a copy of which can be found here: http://www.olympiatrust.com/privacy. You may withdraw your consent at any time by deleting the Olympia Mobile App from your device. Questions? Call Us: 1.877.565.0001 Email Our Team: rrspinfo@olympiatrust.com Our business hours are 8:00 AM – 4:30 PM (MST), Monday to Friday