We apologize for the inconvenience if you're seeing missing or incorrect data in your portfolio. For immediate help, email us at [email protected] and we'll get right on it.
For faster answers, help us get to the bottom of the problem quickly by answering these questions:
1. What specifically (e.g. specific holdings, which totals, etc.) is missing or incorrect?
2. Which of your accounts are being affected? Which tickers?
3. Is there a difference in the account totals between what see you on the brokerage website and our website? Is it due to missing cash, incorrect cost basis, wrong number of shares, etc.?
4. Have you recently bought or sold any holdings?