Sync and reconnect accounts

Where: Accounts → Accounts

Synced accounts update on their own when you open the app and on a schedule. The Next sync column shows when. While an account syncs or imports, the list refreshes itself, so you don't need to reload the page.

Sync now

1. Click Accounts in the left rail.
2. Click the ↻ icon (Sync now) on a row to sync that account.
3. Or click Sync all to sync every synced account at once.

After a manual sync, wait about a minute before the next one.

Fix a connection

1. Check the Action needed card at the top. It counts the accounts that need you.
2. Click Reconnect on the account's row, or open its ⋮ menu.
3. Pick the fix offered: Reconnect (Tradovate), Update API key (TopstepX), Re-enter credentials (Rithmic), Retry import or Retry now.
4. Complete the dialog. Syncing resumes.

Pause syncing

1. Open the account's ⋮ menu and choose Disconnect sync. Last sync shows Sync off.
2. To turn it back on, choose Reconnect sync.

What's on the screen

1. Action needed: accounts that need you to reconnect.
2. Sync all: syncs every synced account now.
3. Last sync: when this account last synced.
4. ↻: syncs just this account.
5. Reconnect: fixes a broken connection.

FAQ