Sync Errors & Issues

Findex regularly syncs data from your connected providers to keep your portfolio up to date. Occasionally, a sync may fail or show an error. Here's what causes sync issues and how to get things back on track.

Last updated About 1 month ago

Why Sync Errors Happen

Sync errors are usually temporary and caused by one of the following:

  • Provider downtime. Your bank or broker may be undergoing maintenance, which temporarily blocks data retrieval.

  • Expired session. Your provider connection session has expired and needs to be re-authenticated. See Expired Session for Connected Provider Accounts for details.

  • Temporary connectivity issues. Brief network interruptions on either end can cause a sync to fail.

How to Troubleshoot Sync Errors

Step 1: Check Your Provider Status

  1. Go to Settings > Providers & Integrations.

  2. Look for any provider showing a warning icon or error status.

  3. If a provider shows an error, note the message -- it will help identify the issue.

[Image: Providers & Integrations page showing a provider with a sync error indicator]

Screenshot the settings page with at least one provider displaying an error or warning status.

Step 2: Reconnect the Provider

If the error is caused by an expired session:

  1. Click on the affected provider in Settings > Providers & Integrations.

  2. Follow the prompts to re-authenticate with your provider credentials or BankID.

  3. Once reconnected, Findex will attempt a fresh sync automatically.

Step 3: Wait and Retry

If the issue is caused by provider downtime or a temporary glitch:

  1. Wait 15-30 minutes for the provider's systems to stabilize.

  2. Return to Settings > Providers & Integrations.

  3. Check whether the sync error has cleared on its own -- Findex retries syncs periodically.

Step 4: Verify Your Data

After resolving a sync error:

  1. Go to your Dashboard or Portfolio > Assets to confirm your holdings are up to date.

  2. Check that recent transactions and balances reflect your expectations.

  3. If data still looks outdated, give it a few more minutes for the sync to fully complete.

[Image: Dashboard showing updated portfolio data after a successful sync]

Screenshot the main Dashboard with current portfolio values visible.

Tips

  • Sync is automatic. You don't need to manually trigger syncs -- Findex handles this for you at regular intervals.

  • Multiple providers, independent syncs. An error with one provider won't affect the others. Each connection syncs independently.

  • Check your provider's app. If you can't log in to your provider's own website or app, the issue is on their end, not ours.

Need Help?

If a sync error persists for more than 24 hours, reach out to us at team@findex.se. Include the name of the affected provider and any error message you see, and we'll look into it for you.