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.