What to do when a balance or holding looks wrong

Almost every mismatch has one of four causes. Working through them in order usually resolves it in under a minute.

Start by identifying whether the wrong number is on a linked account or a manual one, because the fixes are completely different.

Step by step

  1. Check when the account last synced. A recent trade may not have been picked up yet. Trigger a manual refresh before assuming anything is broken.
  2. Check the connection is still authorised. Brokerages expire connections periodically, and a password change usually invalidates them. Reconnecting restores the sync.
  3. Check every account came across. If you approved only some accounts during linking, the others will be missing. Re-run the connection flow to add them.
  4. Check manual values. Cash, property and self-custodied holdings hold whatever value you last entered. If the net worth gap matches one of those, that is the cause.

If the number is still wrong after those four checks, send us the account type and roughly how large the discrepancy is through the contact form. Do not send credentials or account numbers — we never need them.

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