To resolve a synchronization error on a portfolio that has MFA (Multi-Factor Authentication) enabled, or where you have updated your broker username or password, please follow the below steps.

New to broker synchronization? See Setting Up Sync for the First Time: Step-by-Step for the initial setup process.

• Go to the Manage tab under My Portfolios.

• Click on the yellow "Resolve" button to the right of your synced portfolio.

• Re-enter your broker credentials when prompted, followed by any additional security response as required by your broker.
• All portfolios under the same username and password at your broker will update together, but you can repeat these steps for additional portfolios that may be under separate credentials.

*Note - The tabs and features you see on your TradeSmith Finance site will vary based on subscription(s) and subscription level(s). Pictures in our Education Center articles are taken from a TradeSmith Platinum account.