Why are my external accounts missing in PortfolioAnaylst?

If one of your external accounts has an error, use the 'Fix It' option to repair the connection. Once done, the account data will begin to harvest again each day. …

The cash withdrawal process will remain the same for those who participate in the Insured Bank Deposit Sweep Program. Withdrawal requests from the Deposit Accounts are processed for next day value, i.e., they are subject to a one-day delay.

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Yes, you can link an IBKR account as an external account.  Review our Users Guide for step-by-step instructions. 

Additional Information…

ADD EXTERNAL ACCOUNTS TO PORTFOLIO ANALYST

The External Accounts screen lets you add accounts held at other financial institutions to Portfolio Analyst. You can add brokerage, bank and credit card accounts as well as other assets and liabilities. Once you have added an account to PortfolioAnalyst, you can view the most recent value of the account and drill down to see positions (in brokerage firms) and transactions. If you have added multiple brokerage accounts, you can drill down to a consolidated view of assets held at all of the accounts. Use the button above or follow the below procedure to add accounts:…