Updating Login Credentials for Linked Accounts
A few of my linked accounts are not updating. There is a red exclamation point next to them. What do I do?
You can click on the investment account with a red exclamation point on the left side bar and the program will likely ask you to re-enter your login credentials. Many banks and brokers will periodically require this.
You can also click on the red exclamation point in the Investment Assets section to do this.
