Connecting your Wealth99 account
Ben Shepheard avatar
Written by Ben Shepheard
Updated over a week ago

Recap supports direct integration with Wealth99 via read-only APIs. Once connected, Recap will retrieve all of your transaction history and set up a real-time connection to your account. For this you will need to setup an API key in Wealth99's settings dashboard.

Step 1 - Create a Wealth99 API key

  1. Go to Wealth99 API settings page and click Create an API Key.

  2. Enter an API Key name, such as 'Recap'. Check the Enable Read Info checkbox to allow Recap to read your transaction and wallet data.

  3. Complete Wealth99's Two Factor Authentication process.

  4. Copy and record the API Key and Secret in a safe place.

  5. Confirm you have secured these API Key and Secret and close the dialog.

Step 2 - Connect your Wealth99 account with Recap

  1. Click the Add account button in the Accounts page in Recap.

  2. Select Exchange API for the account type.

  3. Select Wealth99 for the exchange.

  4. Name your Wealth99 account.

  5. Copy the Wealth99 API Key and Secret into the corresponding fields.

  6. Your Wealth99 account has now been connected and Recap will now download your transaction and wallet data.


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