My linked portfolio is not up to date. What can I do?

If your linked portfolio is not displaying the most current information, there are several possible reasons for the discrepancy:

  1. Recent Transactions: If you executed a transaction within the last 24 hours, it may not yet be reflected in your portfolio on our platform. We update portfolio information at least once daily, so please allow some time for the latest data to be captured.

  2. Delayed Pricing Data: Our platform relies on up-to-date pricing data, which may not be immediately available after market close. It's best to allow a few hours for the update to occur and reflect the most recent prices.

  3. Re-Authentication Required: Occasionally, the linkage between your brokerage account and our platform may experience disruptions and require re-authentication. If this is the case, you should see a notice prompting you to re-authenticate your account.

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Please keep in mind that the portfolio information we provide relies on data obtained from your broker. Changes on their end may sometimes disrupt the service temporarily. Rest assured that we are continuously working to ensure seamless data synchronisation and provide the most accurate and timely information possible.

If the issue persists or if you have any further questions, our support team is always ready to assist you. Feel free to reach out, and we'll be more than happy to help. Thank you for your understanding and patience as we strive to deliver the best possible experience for our users.

 

 

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