Sync your brokerage account and fix a sync problem

First sync

When you connect a brokerage account, Finmind queues a first sync and a history import from 1 January 2020, in steps of one quarter. A sync reads your cash and securities balances from the broker, saves a snapshot and checks it against your records. It does not read your orders.

Reading cash and holdings from the broker can take up to a minute. To run a sync yourself, choose Sync now on the card of the brokerage account. The card then shows Last successful sync and Ledger check, and the portfolio shows Live brokerage account with the time of the last sync. When the live broker connection is on, a background task looks at active brokerage accounts about every five minutes. It signs in by itself only during the trading session (Monday to Friday, 09:30 to 16:00 Tashkent time), at most once every 30 minutes for each broker login, and never for a brokerage account where you ticked I also use my broker's app. Outside the session, Finmind signs in only when you open the trade page or choose Sync now.

What the card says

The card shows one of four words: Never synced, Syncing…, Synced or Sync error. A Sync notice button on the card holds the message and the fix. A Sync paused badge means the broker rejected the login and Finmind stopped the scheduled syncs.

Messages and what to try

• The broker rejected the login. Check the brokerage account ID, the password and the member company. Then choose Edit connection, type the password and the PIN again and choose Save connection. After one rejected sign-in Finmind makes no further attempts until you re-enter the details, so it cannot lock your broker login by retrying.
• The member company could not be matched. In Edit connection pick your broker from the list.
• The stored password could not be read with the server key. Enter the password and the PIN again.
• The brokerage terminal did not answer, or is not reachable. This is not a problem with your credentials. Wait a few minutes and choose Sync now again.
• The brokerage account requires the e-signature (eSI) step. Finmind cannot sync it automatically. Complete the step with your broker.
• Sync skipped: the live broker connection is disabled on the server. Finmind has switched the live connection off for the whole site. Nothing you did caused it.
• Too many tries in a short time. Wait a minute, then try again. Finmind allows 6 syncs a minute.

While syncing is paused, the card says that scheduled syncs resume once you edit the connection details.

Gaps in your history

A day without a sync shows as a gap in the profitability chart. A statement can fill it: see Import a broker statement.

Source: the Brokerage page, its sync messages and Finmind's sync schedule, read on 14 November 2026.