Brokerage & sync

When to re-link a brokerage connection

MFA changes, expired consent, and institution outages explained.

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Re-link when your institution changes MFA, you reset a password, Plaid consent expires, or sync status shows action required.

Re-linking refreshes Plaid access without duplicating existing accounts when the institution and account mask match.

If positions disappear after re-linking, wait for the next sync and contact support with the institution name and last four digits.

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