gregariousDotterel1
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I had to enter 3 accounts manually because the financial institutions aren’t handled by Wealthica. All 3 of these accounts only hold GICs.
I don’t feel like they are set up correctly, as I didn’t see a place to specify the details of each GIC, and they are all listed as type “Portfolio” instead of “Bond” like the ones that flow through Wealthica.
How/where do I fix this?