Portfolio Troubleshooting: Linking and Data related issues

Troubleshooting Contents:

  1. I’m having trouble linking my broker/portfolio
    1. "Keeps loading" state
    2. Entered broker credentials but still not linking
    3. My portfolio disappeared after linking
    4. Incorrect Credentials error prompt
    5. Trading212
  2. My portfolio is not updated, what should I do?
    1. Delayed Pricing Data
    2. Recent Transactions
    3. Re-authentication Required (for linked portfolio only)
  3. Some stocks in my linked portfolio matched a different company. What should I do?
  4. Why does the currency of the amounts in All Portfolios differ from the default currency I set in individual portfolios?

 


I'm having trouble linking my broker/portfolio

There can be different factors that may cause issues when linking your portfolio to Simply Wall St.

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.

Problems and Solutions

1. "Keeps loading" state

A. If it's your first time to link (as in you have not yet attempted to enter credentials in the linking modal) it could be your internet connection or firewall.

Solution: Disable or avoid using ad-blocker (if any) or try using a different browser. We highly recommend using Google Chrome (normal mode) as it is the optimal browser for Simply Wall St.

B. If you previously attempted to link but did not continue, a blank inaccessible portfolio may have been temporarily created. The page may look like this in the below screenshot.

image-20240227-041341.png

Solution: Delete the temporarily created portfolio manually. Just click on the 3 dots found on the upper right portion to get the dropdown list to show the Delete Portfolio option as shown in the below screenshot. Once deleted, you go directly to the linking page by clicking here.

2. Entered Broker Credentials but it is still not working

A. You might have selected an incorrect broker from the list.

B. Your portfolio account type may not be supported Some brokers may support international accounts/trading. These types of accounts currently cannot be linked to Simply Wall St. You can only link an account that is permitted to trade the local market only (the domicile market of your broker). We are currently in the process of expanding our coverage to address this.

C. If you’re trying to link to Fidelity, you might have enabled 2-factor authentication (2FA). Check and try to disable it. Currently, linking with the Fidelity only works when two-factor authentication (2FA) is turned off.

D. If you’re trying to link to Robinhood and you enabled 2FA, it should be configured to receive a code instead of an in-app prompt. Here is how to enable 2FA in your Robinhood app using SMS:

  1. Select Account → Menu or Settings
  2. Choose Security and privacy → Two-Factor Authentication → Text message (SMS)
  3. Please check your text messages and retrieve the verification code sent to you by Robinhood. You will need to copy and paste this code to proceed with your account setup.
  4. copy the code and paste it into your Robinhood app. After that, click on the Continue button.

3. My portfolio disappeared after linking

Some brokers revoke their linking authorization for various reasons (for example they may only allow access in one device or location at a time). Just simply link again, click here to relink now.

4. Incorrect Credentials

Here are few things you can do when prompted with Incorrect Credentials error

  1. Double-check your credentials: Make sure you entered your username and password information correctly. Pay attention to case sensitivity and any special characters.
  2. Do you use 2FA/MFA? Check if the dialogue box for the 2FA/MFA is showing and make sure you enter the correct 2FA/MFA code.
  3. Reset your password: If you're certain you're using the correct username but can't remember your password, try to reset your password.
  4. For Interactive Brokers (IBKR): Please check if Yodlee is already enabled in the list of third-party services in your Interactive Brokers (IBKR) account. If it’s still not enabled, please refer to the instructions below.
    1. Login to your Interactive Broker account
    2. Click on the User menu (which is represented by a head and shoulders icon in the top right corner), followed by Settings.
    3. Under Account Settings find the Account Reporting section.
    4. Click Third-Party Services enable the checkbox for Yodlee and click Save. You should then have your token and query ID to enter in the Yodlee portal.

    _name=image.png

 

5. Trading212

If you’re having a problem importing your Trading212 portfolios, please check again and make sure that the API you generated has all permissions enabled.

It should look like this:

 


My portfolio is not updated, what should I do?

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

1. 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.

2. 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.

3. Re-authentication Required (for linked portfolio only)

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.

89593866-1a11-4a07-89f2-143ce0ce7907.png

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.

 


Some stocks in my linked portfolio matched a different company. What should I do?

Since we cover multiple stocks from different exchanges worldwide, there’s a possibility that some tickers in your portfolio may be matched to a different company and/or different exchange when linking to your brokerage account.

To address this, we have added a feature that enables you to easily rematch your tickers with the correct company and market exchange.

  1. To rematch your tickers, simply click the three horizontal dots beside the company and select the ‘Re-match ticker’ option.
  2. Next, you can search for the correct company either by typing the ticker or the company name.
  3. Please make sure to choose the correct company and exchange to ensure the accuracy of your portfolio. Once you have confirmed the company and exchange, click the 'Match Ticker' button.
    new-rematch 1-20240227-120532.gif

 


Why does the currency of the amounts in 'All Portfolios' differ from the default currency I set in individual portfolios?

The currency displayed in the All Portfolios chart of the Dashboard is currently determined based on the majority of stocks across all portfolios. This means that even if a user sets the currency to EUR, if the majority of their stocks are in USD, then USD will be the currency shown in the All Portfolios chart.

We are planning to work towards adding the ability to set the currency for the aggregated view in the future.

 


Still have questions or need further assistance?

Don't hesitate to contact our support team through our support contact form or email us directly at support@simplywallst.com. We're here to ensure you have the best experience possible.

 

 

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