My Broker Isn't Updating
What to do if positions look old or a connection stops working.
2 min readConnecting Brokers
- Open Settings under Brokers and check when each account last synced.
- Select Sync Now to refresh it straight away.
- If it asks you to sign in again, or you changed your broker password, connect it again from Connect a Broker. Schwab requires a new sign-in every 7 days.
- Still stuck? Select Remove, connect again, or contact support.
Good to know. Positions update a few times an hour and when you open Portfolio. Your broker's statements are always the official record.
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