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Bank connection issues

Banks require re-authentication every 90 days or after a password change. Click the Reconnect banner on your Dashboard and re-authenticate through Plaid.
Silvia syncs several times per day. To force a refresh, open Settings → Connected accounts and click Sync now on the account. If balances still don’t update, reconnect the account.
Initial imports can take up to 24 hours for the full 24-month history. If it’s been longer, check Settings → Connected accounts for errors and reconnect if needed.

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Data quality

This can happen when a transaction is imported via both Plaid and a manual statement upload. Delete the manual duplicate, or use Settings → Data and privacy → Data warnings to auto-resolve.
Verify the ticker matches what your brokerage reports. For international tickers, use the full symbol (e.g. RY.TO for TSX-listed Royal Bank).
Automated valuations are estimates. You can override with a manual value if you have a recent appraisal.

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Ask Silvia and Research

New accounts can take a few minutes to be indexed for chat. Wait for the sync to finish, then refresh the chat.
Reports can time out on very broad topics. Try a more specific prompt.

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Still stuck?

Use the Support button in the sidebar to send us a message. Include the account or feature affected and screenshots if possible — please redact account numbers and any other sensitive personal information before sending.