The accuracy and completeness of the data we receive can vary by institution, depending on the specific infrastructure of the institution.
If you believe there’s an issue with the data you’re receiving, please contact us.
My Portfolio
My portfolio is showing incomplete or incorrect data.
other questions
I'm having trouble connecting my Portfolio account through Plaid.
My portfolio is showing incomplete or incorrect data.
How do I remove a portfolio account?
How often is my portfolio refreshed?
Why am I unable to connect to Fidelity?
What is a manual account (and how do I create one)?
How do I connect my Interactive Brokers account?
What is Plaid and what does it do?
How do I connect my Webull account?