Why does Finary ask for manual synchronization?
Some institutions require strong customer authentication (2FA/SCA), which prevents Finary from maintaining an ongoing automatic connection to your accounts. This is not a limitation on Finary’s side, but a result of the institution’s own security and data access policies.
Manual synchronization is only needed if you've recently made changes to your account (such as a buy, sell, deposit, or withdrawal).
If your portfolio hasn’t changed, you don’t need to take any action — your investment values will continue to update automatically.
Do I always need to sync manually?
🔁 Yes, sync manually if you have:
bought or sold an asset,
made a deposit or withdrawal,
received a dividend or reimbursement.
⏸️ No need to sync if:
nothing has changed since your last update.
Which institutions are affected?
Some institutions require authentication every time you sync. For example: Scalable Capital and Trade Republic. Whether a sync is required can also depend on your account type or security settings with the institution.
How to manually sync an account
Go to Linked Accounts (mobile app or webapp)
Select the institution to update
Follow the authentication steps
Your data is now up to date!