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Brokerage & sync

Understanding sync statuses

What pending, syncing, action required, and failed mean.

Pending means the connection has been created but the first import has not started or finished.

Syncing means Midas Edge is importing positions, cash, trades, and prices before analytics can run.

Action required usually means your brokerage needs MFA or fresh consent. Failed means we hit an error that needs retry or support review.

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