How to do it
Open ☰ Hamburger Menu
Select Manage Accounts to view your linked institutions.
On the next screen, tap the account you want to manage (e.g., Robinhood, Chase, Coinbase).
You will see Sync and Disconnect buttons.Sync: Tap to refresh the account’s data.
Disconnect Now : Tap to remove the account from your linked institutions.
Things to Keep in Mind
Disconnecting an account will stop it from syncing data, but your historical transaction records will remain.
You can relink the account later by tapping Securely Link Accounts.
FAQs & Common Issues
I tapped "Disconnect," but the account is still visible.
Try refreshing the page or logging out and logging back in. If the issue persists, contact support.Will I lose my account's data if I disconnect it?
No, disconnecting will only stop future updates. Your historical data will remain in your portfolio.I accidentally disconnected the wrong account. How can I reconnect it?
You can relink any account later by going to Securely Link Accounts and following the same process to reconnect.What happens if I tap "Sync" but the data doesn’t update?
Try tapping Sync again after a few minutes. If the issue continues, there may be a network delay, or you can contact support for assistance.
Need help?
For any further assistance, email [email protected].