Account Showing Stale or Incorrect Data?

Last updated: July 10, 2026

Overview

If you notice any of the following issues with your account data:

  • Holdings have not updated recently

  • Balances appear outdated or inaccurate

  • Portfolio values do not match your brokerage statements

  • Accounts showing only cash (USD) instead of holdings

Don’t worry — most accounts refresh automatically every 24–48 hours. Delays are usually caused by temporary synchronization issues with our data partners. Mezzi allows you to manually trigger an update using Refresh Connection or Repair All Accounts.

⚙ How to Refresh Your Account

Watch this video or follow the step-by-step instructions below to manually refresh your account data:

  1. Navigate to your Profile page.

  2. Select the affected account from the list.

  3. Click on Manage.

  4. You will see three options:

    1. Repair all accounts - Use this option when the connection is broken or the data feed has stopped updating.

    2. Refresh connection - Use this when your account is connected but you are waiting for the latest activity to appear.

    3. Delete Institution: Use this to completely remove an account from Mezzi, typically when the account appears duplicated.

  5. Re-enter your login credentials if prompted to complete the refresh.

  6. If your account still shows as cash after 24 hours: Remove the connection entirely and add it again as a new connection. This has been shown to successfully restore holdings data when repair alone doesn’t work.

Your account data should update shortly. If not, please allow up to 24–48 hours for automatic synchronization.

💡 Why This Happens

Data delays or inaccuracies typically occur due to:

  • The brokerage feed has not refreshed yet

  • Temporary synchronization delays with Plaid, SnapTrade, or Finicity

  • Scheduled maintenance by the financial institution

  • Data feed temporarily pauses or times out

  • The data provider sends account balances but not the underlying holdings data

Mezzi displays data exactly as received from the brokerage feed without modification.

🗨 Still Need Help?

If your holdings or balances remain incorrect after 48 hours, please contact us at help@mezzi.com.

When contacting support, please include:

  • The name of the financial institution

  • A screenshot from your brokerage showing the correct data