Forum Discussion
katrina.yung
2 months agoIress Team
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...
katrina.yung
Iress Team
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
26 days agoVirtual Explorer
Hi Katrina, this is great to hear. Thank you for sharing. Does the same refresh button exist in Risk Researcher?
Thanks again.