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.
It's also important to note that accounts associated with certain specialized providers like ADP or Wealthscape may take longer to sync, with timeframes reaching a week in some cases.
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.
If your accounts fail to update, ensure that all accounts are listed as linked in the "Connections" section. Partially linked accounts may need manual reconnection via the "Link Account" option.
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?
Please keep the account connected and notify us of any updates that have not been made. Specifically, provide the account and institution details so we can contact our linking provider to investigate. You may also explore removing and re-adding the account connection if the issue persists.
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.
For specific providers like ADP or Wealthscape, removing the connection and re-establishing it through the designated aggregator is recommended. Follow standard syncing protocols and allow a waiting period of 3-5 days.
Once you've removed the connection, you'll re add the connection, selecting a different aggregator to establish a stronger connection.
Additionally, Boldin offers video guides to help you through various processes, such as How to Link Accounts in Boldin – Video Guide. If the issue persists, contacting Boldin Support directly can provide personalized assistance.