Why is my portfolio not syncing automatically?

If you have MFA (multi-factor authentication) enabled on your broker account, then the auto-sync function will not work because this security feature requires an OTP (one-time password) every time, and there is no way to authenticate the one-time password automatically. 

Disabling the MFA will most likely enable the auto-sync to work, although we strongly advise you don’t do this for obvious security reasons.

We are currently working on a manual sync option with our broker linking provider Plaid, and will update our users once this feature will become available.

This article was helpful for 50 people. Is this article helpful for you?