Issues related to synchronizing portfolios
How often do we synchronize data with brokers?
Please note
Transactions import
Tips for importing transactions from your broker
How to get broker's report from Fidelity
1. Login to your Fidelity account.
2. Go to "Activity
Common errors when importing brokerage statement and how to fix them
💡The most common mistake when importing brokerage statements is that
How to get broker's report from Webull
1. Log into your Webull Account.
2. Navigate to History.
How to get broker's report from Degiro
1. Login to your DEGIRO account
2. Navigate to Inbox