What can I do if one of my external accounts has an error?

If you manage multiple accounts, have multiple linked accounts, or use account partitions, you will be prompted to select one or more accounts once you log in to Client Portal.

The selected accounts for which data will be displayed are shown to the right of the current page name on the…

Once you add an external account, it takes one business day for the data to be updated in PortfolioAnalyst. All of your external accounts are updated by the next business day.

Additional Information:…

There is no fee for FIX CTCI connection. However, a minimum commissions per month applies for accounts with FIX CTCI connection, as per the Enhanced Network Connections table on the Account Minimums page of our website…

Yes, you can include external accounts in your Tax Planner. Click the + icon in the top right corner of the Accounts panel, then select Link External Account to log in to your other financial institution. You can also add Offline Accounts…