Why isn't my account data updating?
If a connected account is showing a balance or details that look out of date, here are the most common reasons and what to do.
How often do connections refresh?
Connected accounts refresh once a day. Updated balances and account information should appear in Welfie within 24 hours of the change at your institution.
Common reasons for delays
Your institution hasn't updated the balance yet. Pending activity at your bank or super fund may not appear in Welfie until it's been finalised at the institution end.
The connection has paused and needs your attention. If your institution has refreshed its sign-in flow, asked for additional security verification, or changed how its accounts authenticate, the connection may have paused. You may see "Action needed: Re-authenticate your account to keep your balance accurate and your plan on track" banner with an Update access button — see Why is Welfie asking me to reconnect?
The connection is temporarily slow on the institution's side. Institution-side issues happen — outages, scheduled maintenance, or backlogs. These usually clear within a day or two.
What you can do
- Open the Financial accounts screen (tap your initials in the top-left to access your profile and settings)
- Check whether you've been asked to re-authenticate. If the Action needed banner is showing on the affected account, tap Update access and follow the prompt.
- Give it a day or two if there's no banner and the delay is recent.
If your data is still stale and there's no Action needed banner, message us in chat with the institution name and roughly when you last saw fresh data — we'll check whether there's a known issue with that institution and let you know.
Need more help?
Message us in chat with the affected account and we'll dig in.