Published: May 21, 2026.

If your synced portfolio has stopped updating, there are a few common reasons this can happen. Review the scenarios below to find the one that matches your situation.

1. Your Broker Login Credentials Have Changed

If you recently updated your password or username at your broker, TradeSmith will no longer be able to connect using the old credentials. You'll typically see a yellow "Resolve" button next to your portfolio on the Manage screen.

To fix this, follow the steps in Resolving Credentials and MFA Errors.

2. Multi-Factor Authentication (MFA) Was Triggered

Some brokers require a fresh MFA approval periodically, which will interrupt automatic syncing. This is normal behavior and does not indicate a problem with your account.

To re-authenticate, follow the steps in Resolving Credentials and MFA Errors.

3. The Automatic Refresh Did Not Run

TradeSmith syncs your portfolio automatically every 24 hours. Occasionally, a refresh may not complete due to a temporary issue on your broker's end. You can trigger a manual refresh at any time.

To manually refresh, follow the steps in Refreshing an Existing Portfolio.

4. Your Broker's Website or API Was Temporarily Unavailable

Brokers occasionally perform maintenance or experience outages that can interrupt the sync. If this is the case, the issue will typically resolve itself once your broker's systems are back online. Try manually refreshing your portfolio after a few hours.

5. Your Session or Connection Timed Out

Some brokers automatically expire third-party connections after a period of inactivity. If this has happened, wait a little while and then try manually refreshing your portfolio using the steps in Refreshing an Existing Portfolio. If the issue persists, please reach out to our support team for assistance.

Need Help?

Our Customer Success team is ready to assist. When contacting support, it helps to include the name of your broker, the error message you're seeing (if any), and the date the sync last worked successfully.

• Phone: 1-866-385-2076 (toll-free)
• Email: [email protected]

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s).