Published: May 21, 2026.
TradeSmith automatically syncs with your broker once every 24 hours to keep your portfolio data up to date. This article explains when syncs happen, what can affect them, and how to trigger a manual refresh if needed.
Automatic Sync Frequency
TradeSmith syncs your connected broker portfolio automatically once every 24 hours. This means that trades made at your broker during the day will typically be reflected in TradeSmith within 24–48 hours, depending on when the sync runs and when your broker makes the data available.
Please note that the sync does not run at the same time every day. Our data aggregator spreads all portfolio refreshes across the day, so the exact time your portfolio syncs will vary. If you need your data updated immediately, you can always trigger a manual refresh.
When the Sync May Not Run Automatically
In some cases the automatic sync may not complete as expected. Common reasons include:
- Your broker requires multi-factor authentication (MFA), which needs to be completed manually before a sync can run
- Your broker's website or systems were temporarily unavailable at the time of the scheduled sync
- Your broker login credentials have changed since the last successful sync
- Your broker's site may be experiencing latency, causing the refresh to time out before it completes
If you suspect the sync hasn't run, check the Sync Date column on the Manage tab under My Portfolios to see when your portfolio was last updated. If it appears out of date, try a manual refresh.
How to Manually Trigger a Sync
You can manually refresh your portfolio at any time without waiting for the next automatic sync. See Refreshing an Existing Portfolio for step-by-step instructions.
How to Check When Your Portfolio Last Synced
To see the last successful sync date and time for each of your portfolios:
- Go to My Portfolios and click the Manage tab
- Look at the Sync Date column next to each portfolio — this shows the date and time of the most recent successful sync
Still Not Syncing?
If your portfolio hasn't synced after a manual refresh, these articles may help:
Need Help?
Our Customer Success team is ready to assist:
- 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).