Financial Tracking options

[SECyclone]

There is a setting to auto import. Seems like it imports sometime from 12am to 5am. Once in awhile an account will need reauthorized, but it's not often.

Mine needs reauthotized daily. They are l looking into it, but was wondering if it was wide spread.

 

[ianoconnor]

Thanks!! I should have been more clear. I have the 529’s in there but have to keep doing the dual authentication because the aggregators aren’t pointing to the right website. The Iowa Secretary of State specifically set up a website for aggregators that does not require dual authentication but none of the aggregators that monarch is using are pointing to it.

@ianoconnor , are you able to get your 529’s to update without dual authentication

Yea, you're right - I thought the connection was refreshing regularly but it doesn't appear that's the case.