Update Linked Accounts
Follow the steps below for how to manually update the balances on linked accounts are are being pulled from an integration.
Last published on: October 16, 2025
Linked accounts can be manually updated at any time from the household's Assets page. Follow the steps below for how to manually update your linked accounts.
➡️ Important Note
Linked accounts on monitored plans will automatically be updated every month as part of the monthly plan tracking. Users can only reconcile plan values on investment accounts that were manually entered into the plan. To update linked accounts on a tracked and monitored plan, you will have to untrack the plan, make any updates on the Assets page, then retrack the plan. See the Track and Monitor help article for more details on how to reconcile plan values or untrack a plan.
- Go to your plan's Dashboard.
- Edit the household by clicking the pencil icon on the top right.
- Click Assets, and under Investment Accounts, click Refresh Linked Accounts.
- Click Ok to update the balances on your linked accounts.
