Click on the warning symbol you see below.Usually you will just be asked to re-enter your login credentials and the accounts will synch again. If you encounter an error while attempting to re-link your accounts, please email us at [...]
Article search results for : "Link accounts"
126 ArticlesA few of my linked accounts are not updating. There is a warning image next to them. What do I do?
You can click on the warning image and the program will likely ask you to re-enter your login credentials. Many banks and brokers will periodically require [...]
I have duplicates of some investment accounts after linking them. How do I delete the duplicates?
You can delete the duplicates and they should not come back. You can read more about deleting investment accounts . If there are two accounts that look the same, delete the one with the older date. If the duplicate is exactly the same (same date and same balance), delete the one that has a warning symbol next to it if there is one there. If both have the same balance, same date, and no warning [...]
Can I view the underlying holdings for linked investment accounts?
Yes, there are two ways to do this. In Cash Flow Inputs>Investment Assets click on View Asset Allocation once in the account. You can also view holdings for all accounts under Investment Insights > Investment [...]
I have a linked account that is not updating. I want to manually update the balance until it properly links again. How do I do this?
If an account is not updating due to problems with the bank, broker, or our linking partner, you can change the account balance, and the program will keep that balance until you change it again or until the account begins updating [...]
I have a 401(k) that is partially in a Roth. When the account is linked, it places it all into one account. How do I tell the program that part of it is a Roth?
You can specify the percent of a 401(k) that is in a Roth. The program assumes this percentage stays the same [...]
I have a linked account where the ticker for a holding did not come in and therefore no historical data or performance history is coming in. How do I enter the ticker for this holding?
You can enter or edit tickers that come in for linked holdings as seen in the image below. The program will remember the ticker going [...]
I have a linked account that hasn't updated in a few days. What do I do to fix this?
On the dashboard, hover over the warning icon next to the account that is not updating and you will see the reason for the linking failure. Normally you will be asked to re-enter your credentials for the financial institution. Click the warning icon to bring up the window to re-enter [...]
Is cost basis used and can I enter the cost basis for investments?
Yes, the cost basis is used for tax calculations if you are projected to spend down principal for taxable accounts. If the account is linked, the cost basis updates every day automatically. If you manually enter an account, you can enter the cost basis as you see in the screenshot [...]
How Do I Enable Two-Factor Authentication?
To turn on Two-Factor Authentication (2FA), click your username in the top-right corner and select Account Information. Under your username, toggle 2FA on and then click Update to save your changes.Once enabled, the next time you log in, you’ll receive a security code at the email linked to your account. Enter that code to complete the login [...]