I’ve got two portfolios, both set up in an Australian location, both with cash accounts. I’ve just created a second portfolio to track my US shares, and the setting to sync with the US cash account isn’t there. How can I set this up so my trades automatically sync with this account?
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Hi @Jack_Sharesight cash account sync feature is only available when your cash account is in the same currency as your portfolio. You can read further on this feature in our blog article here.