Linked Portfolio not updating

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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

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young padawan

my brokers:

  • schwab
  • ally
  • fidelity
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manoj95391

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

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jccsfo

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

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MPL2020

same here Fidelity

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anonymous

Same here with Iphone

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JoanRealEstate1

Same here.  I purchased some home depot a week ago in my schwab roth account and it's not showing up on SA

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PatrickMF

same here with my schwab individual and ROTH IRA accounts.  Are you supposed to delete and relink each time?  If so, pretty lame.

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Yoavcohen

same here with fidelity, 

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User 49367969

same here with Fidelity 

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reddtiger616

I am also having a problem with Fidelity updates. Unlinking then linking again is not a solution. It would be nice if users could update by clicking a button.