When is account data updated?
The time that data is updated depends on the type of account.
Account type | When data is updated |
Proceeds Plus accounts | The current balance is updated throughout each business day. |
Other assets and liabilities | You can update the balance manually for an asset or liability on the Edit Other Asset/Liability page. For stock and mutual fund holdings, data is updated nightly using end of day market prices. You can refresh the prices with 20-minute delayed quotes on the Other Asset/Liability Detail page. |