Update account row with brokerage snapshot for owners

Your brokerage account snapshots arrive stale, leaving portfolio balances and buying power out of date. Keep the table row current so finance can reconcile and act same day.

Overview

Stale brokerage snapshots stall reconciliations and hide liquidity issues from decision makers. Keep your central account row current so finance and owners can reconcile and reallocate funds the same day, without manual lookups.