Linked Portfolio not updating
i linked my brokers to my portfolio. It says that the portfolios will update after 24 hours. After some trades, I've waited a week and they still haven't updated. I have to unlink and link the brokers again.
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i linked my brokers to my portfolio. It says that the portfolios will update after 24 hours. After some trades, I've waited a week and they still haven't updated. I have to unlink and link the brokers again.
My linked portfolio is not updating my holdings. Usually a person would hit a synch button to update the file. I can't find a synch button so I deleted the portfolio and re linked it. BUT that is not good. Is there a way to Synch my holdings?
I had the same issue and messaged them about this. My best guess is that we all have 2-factor and it just cannot update without a new 2-factor code. I suggested they add this feature but since its been such a long time who knows how long it will take. It is surprising to me that they don't have an update feature already but I don't see it. Also, 2-factor is really important to have so it is surprising more people don't have this issue.
Hi all,
Thanks for reaching out and sorry about the issue.
The portfolios linked to your broker account will update automatically unless you have MFA (two-factor authentication ) enabled.
If you have MFA enabled, every time you log in, you will need to delink and re-link, only then it will be updated. We apologize for the inconvenience.
In case you don't have MFA enabled, please delink and relink again and see if it gets updated. If it still won't update, do let me know and I will forward the issue to our linking broker partner plaid.
Hope this helps! Feel free to reach out in case further assistance is required.
Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha