My Portfolio
My portfolio is showing incomplete or incorrect data.

The accuracy and completeness of the data we receive can vary by institution, depending on the specific infrastructure of the institution you use.

If your data seems incorrect, it may be the result of a connectivity issue between Plaid and your financial institution. Learn more about connecting your portfolio account through Plaid.

If you believe there is an issue with the data you are receiving, please contact us. A member of our team will get back to you as soon as possible.

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