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 and wait for our reply before trying to fix it yourself.

We'll check what's going on and tell you what to do.

Please don't try disconnecting and adding again, unless we ask you to do. Sometimes you will not be able to add the account back again. This can only make things more complicated.

If the connection continues to be unreliable, tracking it manually might be the more dependable option. Click on the yellow icon > Click on 'Track Manually'. This will allow you to keep the row and its history intact and manually update the value. You can then use AI Sync to update these accounts.