{"id":310322,"date":"2026-09-29T11:20:48","date_gmt":"2026-09-29T15:20:48","guid":{"rendered":"https:\/\/wealthica.com\/blog\/?p=310322"},"modified":"2026-09-29T11:46:40","modified_gmt":"2026-09-29T15:46:40","slug":"%f0%9f%94%8d-syncing-your-accounts-just-got-easier","status":"publish","type":"post","link":"https:\/\/wealthica.com\/blog\/%f0%9f%94%8d-syncing-your-accounts-just-got-easier\/","title":{"rendered":"\u2705 Syncing your accounts just got easier"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<p class=\"wp-block-paragraph\">We are progressively rolling out a small change to help you keep your net worth up to date: managing your account syncs now happens in a dedicated Sync section.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What&#8217;s changed<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You&#8217;ll now find the Sync button at the top of your Banks &amp; Brokerages list, right next to Export CSV. Clicking it opens a <strong>Sync Accounts window that shows only the institutions that need your attention<\/strong>, each with its own &#8220;Sync Now&#8221; button. If everything is up to date, there&#8217;s nothing to do.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>How to use it<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to your dashboard and scroll down to Banks &amp; Brokerages.<br><\/li>\n\n\n\n<li>Click the purple Sync button.<br><\/li>\n\n\n\n<li>Choose the institution you want to refresh and click &#8220;Sync Now&#8221;.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><img decoding=\"async\" src=\"https:\/\/beefree-storage.os-content.com\/images\/523e0456-2990-41de-bcad-626c3f27dda6\/Screenshot%202026-09-28%20at%202.15.18%E2%80%AFPM.png\" width=\"568\" alt=\"\" height=\"auto\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><img decoding=\"async\" src=\"https:\/\/beefree-storage.os-content.com\/images\/523e0456-2990-41de-bcad-626c3f27dda6\/Screenshot%202026-09-28%20at%202.15.39%E2%80%AFPM.png\" width=\"568\" alt=\"\" height=\"auto\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Want to manually sync an account that&#8217;s already up to date?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">No problem. Scroll down to the institution list at the bottom of the main dashboard page, click on the institution, and click Sync.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>A quick note on manual refreshes<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Some institutions need to be refreshed manually because open banking isn&#8217;t available in Canada yet. Accounts that require multi-factor authentication (MFA) on every sync are clearly labeled, so you&#8217;ll know to have your code ready before you start.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you run into any connectivity issues, you can check our status page for incidents affecting your institutions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We hope this makes keeping your accounts current quicker and simpler. If you have any questions or feedback, just reply to this email and we&#8217;ll be happy to help.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Thank you for using Wealthica \ud83d\ude4c<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>We are progressively rolling out a small change to help you keep your net worth up to date: managing your account syncs now happens in a dedicated Sync section. What&#8217;s changed You&#8217;ll now find the Sync button at the top of your Banks &amp; Brokerages list, right next to Export CSV. Clicking it opens a&hellip;<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2448],"tags":[],"class_list":["post-310322","post","type-post","status-publish","format-standard","hentry","category-notifications-en"],"acf":[],"_links":{"self":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/310322","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/comments?post=310322"}],"version-history":[{"count":5,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/310322\/revisions"}],"predecessor-version":[{"id":310333,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/posts\/310322\/revisions\/310333"}],"wp:attachment":[{"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/media?parent=310322"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/categories?post=310322"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wealthica.com\/blog\/wp-json\/wp\/v2\/tags?post=310322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}