Restore Positions
If your positions in a synchronized portfolio were deleted accidentally or are missing, they can often be restored. Please note that you cannot manually add positions to a synchronized portfolio, as they need to be returned from your brokerage data using our data aggregator.
To Restore Positions in your portfolio, follow the below steps:
1. Go to the Manage tab under My Portfolios.
2. Click on the green "Refresh" icon to the left of your synced portfolio.

3. Select Restore Positions:

4. Follow the prompts to enter your broker's security code, if required.
5. After the process is complete, your positions should appear automatically in your synchronized portfolio.
Was this article helpful?
