How often should linked accounts Update?
Newly linked accounts may take 3-5 days to fully sync. Until that time you may receive a message that the account was last updated "Invalid Date." Once the initial balances are brought over this will change to reflect the most recent date and time.
Once accounts are established updates are attempted twice a day in near real-time. Delays can occur if an institution is performing security updates or during holidays.
Is there an "update accounts" feature?
No, there is no "update accounts" feature.
What should you do if you have an account that hasn't been updated in 5 business days?
In this case please keep the account connected and let us know which account or institution is not updating, and we'll reach out to our linking provider to investigate.
What should you do if you have an account or institution that hasn't been updated in weeks or months ?
In this case you may want to select a different aggregator. If you are uncertain which aggregator you initially used, please reach out to the Services Team to learn which aggregator is currently being used. Our account linking provider, Meld, offers three aggregators—Plaid, MX, and Finicity. Note the current aggregator and then remove the connection.
Once you've removed the connection, you'll re add the connection, selecting a different aggregator to establish a stronger connection.