We queue all of your accounts for refresh as soon as you log in. However if you notice current data is not displaying for one of your accounts, you can manually refresh your account(s). There are multiple ways to manually refresh your accounts on Finovera:
On the Overview Page:
- Click on the drop-down menu arrow icon to the right of an account
- Click on Refresh
On the Accounts Page:
- Select an account from the accounts list
- Click on the menu icon in the top-right corner of the account
- Select Refresh Account
- Clicking on the circular refresh icon at the top of the account also refreshes the account
To do a mass refresh of all your accounts:
- Click on the Accounts Page
- Click on the drop-down menu arrow at the top of your My Bills accounts list
- Select Refresh All