Why Is My Fidelity Data Not Updating in Mezzi?

Last updated: September 17, 2026

Overview

If your Fidelity holdings in Mezzi appear outdated after a recent trade — for example, still showing a money market fund like SPAXX after cash was used for a new purchase — this is expected behavior. Fidelity data reaches Mezzi through a connection that is typically more than a day behind Fidelity itself. After a trade, it can take more than 24 hours for your updated positions to appear in Mezzi.

🧭 Steps to Resolve the Issue

If your Fidelity account data looks outdated in Mezzi, here's what to do:

  1. Wait at least 24–48 hours after a trade before expecting Mezzi to reflect the updated positions. The data connection between Fidelity and Mezzi typically has a delay of more than one day.

  2. Check your accounts again after the waiting period. Your holdings, including any changes to money market balances or newly purchased securities, should update automatically once the refreshed data comes through.

  3. Compare your Mezzi holdings to Fidelity to confirm whether the discrepancy has resolved. If the data still does not match after more than 48 hours, contact Mezzi support.

💡 Why This Matters

Understanding the data refresh timeline helps you avoid confusion when your Mezzi portfolio doesn't immediately reflect a recent trade. Because Fidelity data is delivered to Mezzi through a connection that lags behind Fidelity's own systems, short-term discrepancies after trades are normal and will resolve on their own. Knowing this helps you trust your data and avoid unnecessary troubleshooting.

Important Notes

  • The Fidelity data connection used by Mezzi is typically more than one day behind Fidelity's own platform.

  • After a trade, money market balances (such as SPAXX) may still appear at their pre-trade amounts until the updated data comes through.

  • This delay applies to all Fidelity-connected accounts, including brokerage, IRA, and Roth IRA accounts.

  • The sync runs automatically — no manual refresh is required on your end.

🗨 Still Need Help?

If your Fidelity data still doesn't match after waiting more than 48 hours, reach out to our team at help@mezzi.com and include:

  • The name of the affected account(s)

  • The specific holdings that appear incorrect

  • The date the trade was made

  • A screenshot from both Mezzi and Fidelity showing the discrepancy, if possible

Common Questions

  • Q: Why does Mezzi still show SPAXX after I used that cash to buy a new security?
    A: When Fidelity automatically moves cash from a money market fund (like SPAXX) to fund a purchase, that change may not immediately appear in Mezzi. The data connection between Fidelity and Mezzi typically lags by more than a day, so the pre-trade balance may still show until the next data refresh.

  • Q: How long does it take for a Fidelity trade to appear in Mezzi?
    A: It can take more than 24 hours — and sometimes up to 48 hours or longer — for a trade made in Fidelity to be reflected in Mezzi. This is due to the delay in the data connection between the two platforms.

  • Q: Do I need to manually sync or reconnect my Fidelity account to get updated data?
    A: No. The sync runs automatically in the background. You do not need to reconnect or manually trigger a refresh. Simply wait for the data connection to update, which typically happens within a day or two after a trade.