Linked Portfolio not updating

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young padawan
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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.

Portfolio
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SA Admin Shubham Shresth
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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

Replies 33
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jccsfo

Same here, Fidelity.  I have two accounts there, neither has updated in over a week.

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manoj95391

I have same issue. Portfolio not updating with the day’s new tramsactions.

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young padawan

my brokers:

  • schwab
  • ally
  • fidelity