My brokerage isn't syncing properly. How do I fix this?

George -

Sometimes, portfolios simply do not download properly and they need to be refreshed to begin to properly show your data. To force the system to refresh your account, all you will need to do is delete and re-add the Synced Account. 

 

First, delete the account by following the steps here and then re-add it back into the system using these instructions

 

If this does not work, we may need to look a little deeper. Please email us at [email protected] so we can take a look at what might be going on. If possible, could you also let us know the answers to the following questions?

1. What type of accounts (e.g. IRA, 401k) are not importing successfully into your portfolio?

2. What url do you use to log in to this account online? (e.g. https://trading.scottrade.com/default.aspx)

3. If you use Quicken software or mint.com, are you able to successfully import your account there?

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