If a client reports an issue with their bank feed, what should you do first to refresh it?

Prepare for the ProAdvisor Certification Exam with this comprehensive quiz. Use flashcards, multiple choice questions, and explanations for each question to enhance your exam preparation and boost your confidence.

In the context of troubleshooting a bank feed issue, selecting the Update button in the Banking center is a relevant first step because this action prompts the software to retrieve the latest transactions from the connected bank. This ensures that any new transactions or updates are pulled from the bank, which could be the primary cause of the issue the client is experiencing.

While other options may also be relevant at different points, initiating the process by selecting the Update button is straightforward and is designed specifically to refresh the connection to the bank feed. This method addresses the immediate concern of retrieving current data and might resolve the issue without requiring additional steps such as disconnecting the account or clearing the browser cache, both of which are more drastic measures and could take more time to implement.

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