Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Webull Canada.
Canada
Track your Webull Canada portfolio with Wealthfolio
Connect your eligible Webull Canada account once. Wealthfolio keeps supported data up to date and brings your Canadian investments together with accounts held elsewhere.
Automatic brokerage sync is available with the optional Wealthfolio Connect subscription.
From your Webull Canada account to your whole investment picture
Keep your portfolio current
Refresh supported balances, holdings, and activities automatically on the schedule available for this connection.
Bring institutions together
See Webull Canada alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view.
Use the combined picture
Explore allocation, income, performance, goals, and benchmarks across the investments you bring together.
Available views depend on the data and history supported by each connection.
What syncs from Webull Canada
- Available data
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- ETF, option, and stock holdings with account balances
- Buys, sells, and option events
- Eligible accounts
- Eligible Webull Canada investment accounts shown during authorization.
- Available history
- Up to two years of account activity may be available.
- Updates
- Webull makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now.
How to connect Webull Canada
Connection method: OAuth on Webull Canada's website. Follow the steps below to add the account.
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Choose Webull Canada in Wealthfolio Connect and open SnapTrade's secure connection window.
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Follow the redirect to Webull Canada's website and sign in there.
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Review the eligible accounts and read-only access requested for portfolio synchronization.
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Approve the connection, return to Wealthfolio, and review your accounts.
Your account stays under your control
Read-only access
The connection can retrieve account data. It cannot place trades or move money.
Your sign-in
With OAuth, you enter your Webull Canada username and password only on Webull Canada's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password.
Your Wealthfolio data
Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers.
Good to know about this connection
- Only one Webull connection can be active for the same account. Connecting it again replaces the previous connection.
- Webull Cash accounts can appear, but they do not return transaction history through this connection.
- Market quotes supplied by this connection for Canadian-listed assets can be delayed until the end of the day; US quotes are available in real time.
If activity history is limited, you can still use Wealthfolio's Holding Snapshots mode to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available.
Frequently asked questions
Will a Webull Cash account include transaction history?
No. A Webull Cash account can appear, but this connection does not return its transaction history. You can still track the holdings it provides.
Why is a Canadian market quote delayed?
Quotes for Canadian-listed assets can be delayed until the end of the day. Quotes for US assets are available in real time through this connection.
What happens if I connect the same Webull account again?
Webull supports one active connection for the same account. A new connection replaces the previous one.
Does Wealthfolio get my Webull Canada password?
No. You sign in on Webull Canada's website and approve read-only access. You can disconnect later to stop future updates.
Other ways to add or complete your data
Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually.
Learn about CSV importAlso supported
Ready to connect Webull Canada?
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