Refresh auto-sync trades
To refresh your Interactive Brokers connection select the portfolio that you have connected to IB.
Then click the red icon at the top right. It'll spin for around 45 seconds and then countdown to a refresh of your screen. Your account will then be updated. Please keep in mind we refresh your trades every 2 hours anyway but you can use this if you want to double check.
If you don't see the red icon then go to the trades page, add trades, auto-sync and make sure that you have connected Interactive Brokers and it doesn't say the connection is broken.
Then click the red icon at the top right. It'll spin for around 45 seconds and then countdown to a refresh of your screen. Your account will then be updated. Please keep in mind we refresh your trades every 2 hours anyway but you can use this if you want to double check.
If you don't see the red icon then go to the trades page, add trades, auto-sync and make sure that you have connected Interactive Brokers and it doesn't say the connection is broken.
Updated on: 10/03/2023
Thank you!