Once you've set up your bank and investment accounts and, if your updating your acccount online, you'll need to keep your account balance information current. How often you do this is up to you. Some banks limit how many times a month you can get updates and there may be a 24 hour delay between what your bank posts and what they make available for download. It will depend on how often your banks update your financial information and how often you reconcile your accounts, etc.
The easiest way to keep your accounts up-to-date is to use One Step Update - a single, secure, access point for all online activated accounts.
If you have questions about your downloaded transactions or about any of your holdings and balances (for investment accounts) contact the financial institution directly. In some cases you can send an e-mail to them from the Online Center (select Tools menu Online Center). If supported, you'll see and E-mail tab. Click on it, then click Create to get started.