> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flinks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduled Refresh

> Set up scheduled (nightly) refreshes for Wealth investment accounts.

<Warning>
  The Investments product will be retired on April 30, 2026. New integrations are not supported, and existing integrations will stop working after this date.
</Warning>

Scheduled Refresh automatically refreshes your customers' investment account data on a nightly basis, keeping positions, transactions, and securities up to date.

## Enabling scheduled refresh

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

### 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).

### 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.

## Requirements

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

| Requirement         | Details                                                                |
| :------------------ | :--------------------------------------------------------------------- |
| **Request history** | The account must have at least one successful connection               |
| **State**           | The most recent connection state must be successful                    |
| **RequestId age**   | The `requestId` used must be within 4 weeks of the original connection |

## Monitoring refresh status

Use the [/GetWealthNightlyRefreshStatus](/api/wealth/endpoints/account-linking/get-nightly-refresh-status) endpoint to check which investment accounts are configured for nightly refresh but are no longer refreshing due to errors.

<Warning>
  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](/guides/connect/wealth/wealth-reconnect-flow).
</Warning>