My Bank/Brokerage Connection is not syncing. What do I do?

Banks & Brokerage accounts are not synced for more than 48 hours?

Click on 3-dots > hit Sync Account.

If the row is showing a yellow icon, click on the yellow icon > hit Sync Account.

Still not working? Let us know at hello@kubera.com.

If we suggest you to move the connection to another aggregator, this is what you should do.

Click on the 3-dots/yellow icon > hit Move connection to <Aggregator_Name like Plaid, Yodlee, Mastercard, MX>

Once logged in using the new method it will ask you to map the new incoming accounts with the ones you have. Map them properly for seamless migration of history.

If the first method fails, it will give you more connection methods to try. Do try them all.

Let us know if it worked or not.