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