How Do I Force Data To Be Refreshed For A Specific Account

You can force a data refresh by doing the following:

  1. Log into your Personal Capital account/dashboard.
  2. Click on the pencil icon next to the account name.
  3. Click Edit Login.
  4. Enter your username/password.
  5. Click Submit.

This will force a data refresh directly from the financial institution's website and will update the account.


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