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

# Troubleshooting Brokerage Connection Issues

> Fix common issues connecting your brokerage account to Rallies.ai for automatic portfolio syncing. Troubleshoot connection errors, credential problems, and sync failures.

# Troubleshooting Brokerage Connection

Having trouble connecting your brokerage? Here's how to diagnose and fix common connection issues.

## Common Connection Problems

### "Connection Failed"

**Possible causes:**

* Incorrect login credentials
* Two-factor authentication blocking the connection
* Brokerage is experiencing downtime
* Your brokerage isn't supported

**Solutions:**

1. **Verify your credentials** - Log into your brokerage directly to confirm
2. **Check 2FA** - Some brokerages require you to approve the connection in their app
3. **Try again later** - The brokerage may have temporary issues
4. **Check supported brokerages** - [View the list →](/portfolio/supported-brokerages)

### Connection Keeps Disconnecting

**Why it happens:**

* Password changed at brokerage
* Session expired
* Brokerage security policy
* Required re-authentication

**Solutions:**

1. Go to **Portfolio → Connected Accounts**
2. Click **"Reconnect"** or **"Refresh"**
3. Re-enter your credentials
4. Complete any 2FA prompts

### Data Not Updating

If your connection shows "Connected" but data is stale:

1. **Check last sync time** - View in Portfolio settings
2. **Force a sync** - Click "Sync Now" if available
3. **Reconnect** - Disconnect and reconnect the account
4. **Wait** - Some brokerages sync less frequently

## Brokerage-Specific Issues

### Fidelity

* Requires Fidelity-specific login (not NetBenefits)
* May require approving the connection in their app

### Charles Schwab

* Use your Schwab login, not TD Ameritrade (if applicable)
* 2FA approval often required

### Robinhood

* Must use email/password, not biometric login
* May need to approve in Robinhood app

### Vanguard

* Use your personal account login
* Workplace accounts may have restrictions

### E\*TRADE

* Standard login credentials work
* Check for security alerts in E\*TRADE account

## Two-Factor Authentication (2FA)

Many brokerages use 2FA that can complicate connections:

### During Initial Connection

1. Enter your brokerage credentials in Rallies
2. Check your phone/email for a 2FA code
3. Enter the code when prompted
4. Approve any push notifications from your brokerage

### For Reconnection

* Same process as initial connection
* Some brokerages require 2FA every time

## Security Questions

If your brokerage uses security questions:

1. You may be prompted to answer during connection
2. Enter answers exactly as you set them up
3. Some connections remember answers, others ask each time

## What We Can and Can't Access

### We CAN See:

* Account holdings (stocks, ETFs, mutual funds)
* Current values
* Cost basis (if provided by brokerage)
* Recent transactions

### We CANNOT:

* Make trades on your behalf
* Transfer money
* Change your brokerage settings
* Access other financial accounts you don't connect

## Connection Security

Your brokerage credentials are:

* **Never stored** by Rallies
* **Encrypted** during transmission
* **Secure service** - Industry-standard secure connection
* **Read-only access** - We can only view, not trade

[Learn more about security →](/portfolio/security)

## If Nothing Works

If you've tried everything:

1. **Confirm your brokerage is supported** - [See list](/portfolio/supported-brokerages)
2. **Try connecting from desktop** - Mobile connections can be problematic
3. **Clear cache and try again** - Fresh session may help
4. **Contact support** with:
   * Your brokerage name
   * Error message (screenshot if possible)
   * Steps you've tried

***

## Related Articles

* [Connecting Your Brokerage Account](/portfolio/connect-brokerage)
* [Supported Brokerages](/portfolio/supported-brokerages)
* [Portfolio Data Security](/portfolio/security)
* [Adding Holdings Manually](/portfolio/add-manually)