Usually, your synced portfolios should refresh automatically every 24 hours, but you can also manually refresh your data if needed, or if your broker has a 2-factor authentication requirement that prevents an automatic refresh. To manually refresh your synchronized portfolio, please follow the below steps.

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

1. Go to the Manage tab under My Portfolios.

2. Click on the green "Refresh" icon to the left of your synced portfolio.

3. "Refresh Portfolio" should be selected by default. Then click "Synchronize".

4. After a successful refresh, the "Sync Date" column on your Manage screen should show today's date and the time stamp of the latest refresh:

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