If you've linked your brokerage and your portfolio doesn't match what the brokerage shows, here are the most common reasons.
Common Causes:
1. Returns are calculated differently
All-time returns on Blossom are based on your current holdings and their average buy price. They don't include profit or loss from positions you've already sold, because we don't receive that data.
For Wealthsimple and Questrade, we display the all-time return figure the brokerage itself provides. If you've recently reconnected one of these, the figure may take a short time to refresh.
This means returns on Blossom can differ from your brokerage without either being wrong. They're measuring different things.
2. Your brokerage connection may have stopped syncing
A connection can stop working without obviously appearing disconnected. If your portfolio hasn't changed in several days, or your balances look frozen at an older date, this is the most likely cause.
Check when your portfolio last updated. If it looks stale, reconnecting your brokerage usually resolves it.
3. Currency settings
We use a set exchange rate to convert USD holdings into CAD, so converted values may differ slightly from your brokerage. Two things to check:
Your account's display currency matches what your brokerage is set to
On web, the currency setting is separate from the app. If your totals differ between your phone and your browser, check the currency toggle on the web portfolio page
4. Recent trades may not have synced yet
Trades usually appear within 24 hours, though it can take up to 72 hours for everything to fully synchronise. Our system refreshes nightly.
Some brokerages are slower than others to share trade data. If a trade reaches us several days after it happened, it may not appear in your activity feed, even though the holding itself will be correct.
5. Some account types aren't supported
Managed accounts, robo-advisor accounts and direct indexing accounts aren't supported. If an entire account is missing rather than individual holdings, this is likely why. See brokerages and accounts you can link.
Still not right? Try these steps!
Step 1: Wait for the sync
If you're waiting on a recent trade, give it up to 72 hours. Our backend refreshes every night, so most timing issues resolve on their own within that window. If you're missing a holding rather than a recent trade, go to Step 2.
Step 2: Reconnect your brokerage
If it's been more than 24 hours and your data still isn't right, try disconnecting and reconnecting.
Before reconnecting, remove any manually entered holdings or trades for that brokerage, so the data doesn't get counted twice.
Go to Settings → Your Investments → red button in the top right to disconnect, then
follow the flow to link again. Allow up to 72 hours for your portfolio to refresh.
Important: try reconnecting once. If it doesn't work, please get in touch rather than reconnecting repeatedly. Some brokerages require manual approval on their side, and reconnecting restarts that process each time, which can make things worse rather than better.
Step 3: Get in touch
If you're still seeing missing data or discrepancies after reconnecting, there's likely something deeper going on.
Message us through Settings → Get Help and we'll respond within 24 hours. We'll escalate it to our development team to investigate, which may take a week or more depending on the complexity of your case.
What helps us most: a screenshot of what Blossom shows alongside what your brokerage shows for the same holding. Comparing a single position line by line is usually the fastest way to find where the numbers diverge.
Thank you for your patience and for being part of the Blossom community 💙