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The Investments product will be retired on April 30, 2026. New integrations are not supported, and existing integrations will stop working after this date.
Scheduled Refresh automatically refreshes your customers’ investment account data on a nightly basis, keeping positions, transactions, and securities up to date.

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Enabling scheduled refresh

There are two ways to enable data refreshes for Wealth accounts:

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Automatic (scheduled) refresh

Set scheduleRefresh=true in the Flinks Connect iframe URL to enable nightly automatic refreshes for new connections:
Once enabled, Flinks automatically refreshes the account data on a nightly schedule (typically between 4 AM and 8 AM UTC).

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Manual refresh via iframe

To trigger a manual refresh for an existing connection, include the requestId parameter in the iframe URL:
This opens Flinks Connect with the existing connection context, allowing the customer to re-authenticate and refresh their data.

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Requirements

For a scheduled refresh to succeed, the following criteria must be met:

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Monitoring refresh status

Use the /GetWealthNightlyRefreshStatus endpoint to check which investment accounts are configured for nightly refresh but are no longer refreshing due to errors.
If a scheduled refresh fails due to an MFA challenge or other error, the customer will need to reconnect through Flinks Connect using the Wealth Reconnect Flow.