Why is my new brokerage account not syncing?

George -

An account may be not syncing properly for several reasons, but don't worry, we are here to help.

First, the easiest fix is just deleting and re-adding the portfolio. This can sometimes clear up any data hiccups and force a refresh of the system. If this doesn't work, we can dig a little deeper on our end, but we need some help from you. 

Could you answer the following questions and send them to support@sigfig.com? 

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?

With this extra information we can check out the situation and get back to you as soon as possible. 

Have more questions? Submit a request


Powered by Zendesk