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 [...]

I would like to know if there are tools for changing the diversification of an existing portfolio to see how my plan is impacted. Is there a way to run asset allocation scenarios?

You can run asset allocation scenarios in Scenarios > Asset Allocation. There you can change your asset allocation to a variety of models an allocations and see if the results are better or worse than the base case. src="https://cdn.livehelpnow.net/clients/21145/kb/aas1_fd3fc556-6b0b-48c7-94de-167cc6ee8f99.png" id="63c3fa6a-b045-4a29-8fe8-a6fdb3556640" alt="aas1" width="90%" height="auto" [...]

Can I edit the name of an investment account that I linked?

Yes, open the account in Cash Flow Inputs > Investment Assets and change the name there. src="https://cdn.livehelpnow.net/clients/21145/kb/editn1_e1e294f0-08ae-4d79-872d-e32f008f43cd.png" id="4340f70a-bb1d-4cae-a546-41162e567456" alt="editn1" width="90%" height="auto" data-image="4340f70a-bb1d-4cae-a546-41162e567456 [...]

How often do my linked accounts update?

Linked accounts update each night with the closing day's investment balances and holdings [...]

Can I enter multiple Roth IRA conversions?

You can have multiple conversions as long as you have more than one Roth IRA entered. Each IRA or 401(k) that's converted must have a Roth IRA to go with it to convert to. [...]