Re-syncing & adding more accounts

There’s no separate “re-sync” flow — you use the same Sync wizard whether you’re connecting for the first time or just refreshing your data. Run it whenever you want fresh balances, new trades, or to add accounts you didn’t sync the first time.

What gets refreshed

Each sync pulls:

• Current balances for all the accounts you select.
• New trading days since the last sync.
• Account status — if your broker reports an account as passed, blown, or removed, PropStax updates it.

What doesn’t change

• Costs and payouts you’ve logged manually.
• Custom account names you set via the rename popup.
• Tags you applied.
• Any historical data you bulk-imported.

Adding accounts you haven’t synced before

If your broker has more than 5 active accounts on your login, you can only sync 5 at a time. To bring in the rest, just run Sync again and pick a different set. PropStax will detect that some are already tracked and just refresh those alongside the new ones.

Why Rithmic and DxFeed re-prompt every time

Tradovate uses OAuth — a standard way to grant PropStax access without sharing your password. That means we can hold a token safely and reuse it.

Rithmic and DxFeed don’t offer OAuth. The only way through those feeds is to use your username and password directly. We made the call to never store them, so credentials can’t leak from PropStax. The tradeoff is re-entering them on each sync. You’re not doing anything wrong by being prompted again.