Refresh Client Data

If the individual client holding data is out of date, or you wish to update the holdings and pricing for an individual client only, a data refresh can be performed from the client page.

⁠

Navigate⁠

to the individual client page. Then click the Refresh Client (Feed) button.

⁠

⁠

This will trigger a data feed sync for the individual client and update the holdings and pricing to the latest available data.

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.