My Portfolio
I am having trouble connecting my Portfolio account through Plaid.

Atom uses Plaid to create a secure connection to financial institutions. The connection success rate depends on each individual brokerage, advisor, and bank’s infrastructure. Depending on the institution, success rates can vary significantly throughout the day. Institutions with a high success rate may still experience connection failures from time to time.

If your Portfolio connection fails, we recommend trying again at a later time or reaching out to Plaid and your financial institution for more information. If you would like to know the status of a specific institution, you can visit our Connection Status Center.

If you want to view your holdings without connecting your account through Plaid, you can create a Manual Account which will allow you to replicate your current holdings.


My portfolio hasn't connected for an extended period of time

Occasionally, financial institutions choose to limit data access to Plaid. As a result, your positions and trades may not accurately reflect your underlying account balances for an extended period of time.

Charles Schwab experienced an extended outage as a result of account data restrictions, but is now available to connect through Plaid.

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