How do I refresh My Passportfolio® account information?
Passportfolio® retrieves updated information for your accounts nightly. Balances, transactions, holdings, and other information from your service provider are updated for the prior business day.
For the most current information from your other service providers, you can click on the Financial Summary.
| Notes: |
| If you change the ID or password used to access your Passportfolio® account on the service provider's Web site, you must make the same change in Passportfolio®. You can change your ID or password by clicking the Edit Access link next to the provider name on the My Passportfolio® page uner Passportfolio Provider & Account Management. |
