katrina.yung's avatar
katrina.yung
Icon for Iress Team rankIress Team
9 months ago

AMA: I'm Katrina Yung, Xplan WealthSolver expert, Ask Me Anything!

Do you have a burning question about Xplan WealthSolver? Need help with making the most of its comparison capabilities? Join me here on Wednesday 9th October from 2pm to 2:30pm. With years of exp...
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katrina.yung's avatar
katrina.yung
Icon for Iress Team rankIress Team
9 months ago

WealthSolver has a refresh button via the cog in the top right hand side of current situation :

It will update the portfolio account balance from portfolio. 

tomm's avatar
tomm
Valued Supporter
9 months ago

Hi Katrina, this is great to hear. Thank you for sharing. Does the same refresh button exist in Risk Researcher?

Thanks again. 

Welcome to this AMA thread!

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Looking forward to all your amazing questions and let the asking begin!

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