Simply put, linking your accounts to Invvest saves you a ton of time.
No need to manually add your balances, positions, and assets one by one. Synchronization imports all your positions and data with one click in less than a minute.
Another time-saving advantage: for most financial institutions, we maintain persistent synchronization. This means that any changes or new transactions made on your account will automatically be reflected in your Invvest portfolio a few hours later.
In short, your data is always up to date.
With institutions without persistent synchronization, you just need to click a "Re-synchronize" button to update your portfolio on Invvest.
This is generally due to a decision by the institution, broker, or Invvest to "break" the connections once a day for security reasons.
To learn more about this, follow the guide below.
My sync shows a Paused status
Re-sync a non-persistent synchronization
