Forcing An Update Of Linked Accounts During The Day

Can I force an update of my linked accounts during the day?

Linked accounts update automatically every night. However, if you want to refresh the balances and holdings during the day you can do this by re-entering your credentials for the bank or broker. Basically you link the account as if you were linking from scratch. But because the account is already linked, we simply update the balance and holdings at that time.


related articles