How do I link MRA to Wealthica without duplicating my accounts?
Where to find it: ACCOUNTS and INVESTMENTS
Open ACCOUNTS and INVESTMENTS and select Link to WEALTHICA. Follow the link to sign in to Wealthica and authorize the connection. The connection imports supported institution-linked accounts, holdings and loans; it is optional.
When MRA asks for matches, compare each imported item with what you already entered. Select the corresponding MRA account rather than creating a new one when both represent the same real account. This keeps account settings and linked savings associated with the existing entry. Complete the matching screens for investments and loans as presented.
If there is no existing match, choose the option indicating that you did not previously enter a corresponding item. Review each newly created account and complete all required property screens, including ownership, beneficiaries and retirement-plan details. Review investment returns and loan terms too.
After setup, use Click to Update Wealthica above the accounts table. The link is one-way and read-only: editing MRA does not update your institution or Wealthica. If duplicates appear, review their holdings and linked entries before deleting an account.