Troubleshooting Brokerage Connections

How to force an update

There are several reasons why you may need to force the connection. For example, if your password has expired. Here are the steps needed to force the update.

1. Select Brokerage Connect in the Start Menu on the left-hand side under Portfolio Tools.
2. Click the gear next to the brokerage and select Edit Credentials, as highlighted in the screenshot below.



3. If you your password has changed, re-enter account info and then click Update or just click Update

How to force a refresh

If your portfolio holdings are stale you may need to click the Refresh button for a specific brokerage connection.

1. Select Brokerage Connect in the Start Menu on the left-hand side under Portfolio Tools.
2. Click the gear next to the brokerage and select Refresh, as highlighted in the screenshot below.

My brokerage connection is failing with error code 403

A brokerage has made a change to their connection code and Yodlee needs to make the appropriate changes to accommodate the update. The recommendation is to try the connection again the following day, if it is still a problem contact our support team at [email protected].

If your brokerage connection is failing, don’t Remove your Brokerage Connection

We recommend to never remove your brokerage connection if it starts to fail. This will cause you to lose your historical data. We first recommend trying to force an update, follow the steps to Edit Credentials seen above. If the connection continues to fail, please contact our support team at [email protected].