There are a number of reasons why your automatic portfolio may not be updating. This is what we recommend trying:

1. Wait 24-72 hours

It it's been less than 72 hours since you made changes to your brokerage account (any purchases or sales), we recommend waiting a bit longer. Typically speaking, brokerages send us data once per 24 hours. However, every brokerage account is different and they send us updated data at different intervals. More often than not, the connection is just delayed and you may need to wait a bit longer.

2. Force 'Check for Updates'

At the top of each portfolio (as long as it's an automatic portfolio), there's a 'Refresh' button. Although new changes should import into your account automatically on their own, you can manually check for updates using this button.

3. Disable 2FA

Although we can never actually recommend that you disable two-factor authentication on your brokerage account (as this will make your account less secure), some users have noted that disabling this allowed their brokerage account to update more frequently. The steps for disabling 2FA should be fairly straightforward, but it varies from brokerage to brokerage.

4. Fix Any Yellow Triangles

If your portfolios have any yellow triangles next to this, this indicates a problem with your account. Detailed messages will appear as you hover over the triangle telling you how to resolve them and get your account back in good standing. More often than not, it's usually just that we need you to re-enter your username and password again to reconnect your account.

Accounts can be disconnected for a few reasons, but the most common is that you changed your password on your brokerage account and it severed the connection between your brokerage account and The Dividend Tracker.

5. Contact Support

If you've tried all the options above and you still aren't able to get your portfolio to update, reach out to our support team and someone will be able to help you.