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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: 
https://{instance}-iframe.private.fin.ag/?scheduleRefresh=true&...
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: 
https://{instance}-iframe.private.fin.ag/?requestId={requestId}&...
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:
RequirementDetails
Request historyThe account must have at least one successful connection
StateThe most recent connection state must be successful
RequestId ageThe requestId used must be within 4 weeks of the original connection

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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.